NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
October Chart Talk: Investors make irrational decisions based on these nine common psychological traps. Plus, the average investor’s ROI, the global risk landscape, advisor comensation and more in this month’s charts.
September Chart Talk: What would happen to a 60/40 portfolio set up in 1997 if it were never rebalanced for 20 years? Here’s the visual. Also see what prospects judge about you in the first five seconds, how much corporate tax contributes to GDP, and much more in this month’s charts.
August Chart Talk: The projections might surprise you. Plus this month’s charts show practical ways to build trust, best countries for retirement, how consumers feel about technology, and more.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The Discovery Meeting Workshop: Transform Your Discovery Process
September 8–9, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025