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September Chart Talk: From the increase in advisor AUM last year to recovery from the Great Recession, from mutual fund performance to the value of asset location, these charts give you a clear visual of the situation.
August Chart Talk: This month's charts show where we are in the credit/equity cycle, sort out medicare enrollment deadlines, suggest which private industries have the most affluent prospects, and much more.
July Chart Talk: These four sectors are responsible for 85% of the total increase in CPI since June 2006, says the Bespoke Investment Group.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025