Creative Planning, under Peter’s leadership, has been the most successful RIA in all of wealth management. Ben and I did our ...

On today's show, we spoke with Jennifer Chang of Schafer Cullen to discuss the active management of high-yield dividend ...

Michael Kitces, the foremost authority on all things financial planning, created a financial advisor fintech solutions map back in the spring of 2018 to help us make sense of everything. And here is ...

Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life ...

On today's show, we spoke with Michael Mack of Victory Capital to discuss their small-cap and large-cap free cash flow strategies.

VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process. Capabilities include risk tolerance, statement ...

Global liquidity is on the rise. Last week, it slowly climbed $1.13 trillion, pushing the total to an unprecedented $174.67 trillion, marking a new all-time high. This influx of capital into the ...

Two things can be true even if they seem contradictory. In this case, Nvidia has earned its valuation, and also, its current valuation is likely to lead to poor returns at some point in the future. My ...