Corporate Insights

I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.

I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.

The financial health of consumers and households is a very important variable driving the U.S. economy. As a thematic investor, I am anchored to...

The financial health of consumers and households is a very important variable driving the U.S. economy. As a thematic investor, I am anchored to...

In order to track an important theme, global lifetime spending, one needs a dedicated universe of the leading companies or brands that are serving...

As we enter a new decade, I thought it was important to look at some unbiased data that might help connect the dots to where we are now, where we might be headed for 2020 and what the next decade might look like.

As we enter a new decade, I thought it was important to look at some unbiased data that might help connect the dots to where we are now, where we might be headed for 2020 and what the next decade might look like.

As a society we are tethered to our cell phones. The apps we download hold exceptionally valuable real estate if they make it on the first few screens of our phone. Familiarity breeds content so the more we stare at the apps on our phones, the more subliminal brand love we are building.