Uncertainty, the Economy and Markets: Q3 2020
October 12, 2020 | Author: Aaron Gilman
Given where we are in both the economy and stock market this year, I think it would be helpful to revisit some of the same data points and charts we looked at last quarter and see how things have changed. Record levels of money market assets held by investors and institutions When we last examined …
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A Decomposition of the Market Composition
September 24, 2020 | Author: Aaron Gilman
2020 has been an interesting year for investors so far and it is showing no signs of letting up any time soon. The most popular and widely followed stock market indices are typically market-capitalization weighted (read more about it here https://www.investopedia.com/terms/c/capitalizationweightedindex.asp) and at times can be rather misleading when used as a proxy for performance …
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A Quantitative Look at Inflation and Monetary Policy in the United States
September 17, 2020 | Author: Aaron Gilman
Summary Every time the Fed announces monetary easing of some kind, we are flooded with questions and fear regarding inflation. You can also see a similar amount of interest when looking at Keyword searches on Google: We believe that most of the public and even many investment professionals in the US lack an understanding of …
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IFP’s Broker-Dealer Turns 1
July 29, 2020 | Author: Chris Hamm
Tampa, FL, 07/29/2020 – May 23rd of this year marked the one-year anniversary for Independent Financial Partners’ (IFP) departure from LPL Financial (LPL). A year ago, IFP launched its own broker-dealer and transitioned almost 200 financial professionals from LPL’s hybrid RIA environment to its new broker-dealer. Since the launch, IFP has added over 40 financial …
Our Top 6 Technology Platforms for Working Remotely More Efficiently
July 8, 2020 | Author: Michelle Peatee
At IFP, we’re always forward thinking and looking at better ways to work more efficiently. Here are some of our favorite platforms that we use and recommend. DocuSign eSignatureSign important documents anytime, anywhere. Enhances the experience for your clients without the hassle of all the paperwork. Powered through DocuSign, eSignature technology is safe and secure. …
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