Dec 27, 2021

As the United States faces its highest inflationary period in decades, clients are left wondering “why” and “what does it mean to me?” In this episode of the RARE Advisor, Mike Walters shares some thoughts on how to frame the conversation with your clients.

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Dec 16, 2021

This week we’ll share a little bit of the asset management research we’ve been working on over the past 18 months. It’s a system that we’ve been developing where we work to tap into the undertones of the stock market. It will give you an insight into some of the new formulaic strategies that will be introduced...

Dec 9, 2021

Running your business is like running an obstacle course marathon.  But most fail because they run it like a sprint or even a walk in the park.  Applying entrepreneurial-math will fix that problem!

In this episode of the RARE Advisor, Mike shares how to apply simple psychological and mathematical principles inside...

Dec 2, 2021

We're about to have a "Family Moment"…

This is when we have a tough-love conversation about the fact that things will never be the same again -- And that it's not a "bad thing" if you embrace and capitalize on the change. In fact, we are seeing a major “COVID bounce” that spans across multiple business...