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    5 Facts & 5 Thoughts on Market Volatility [What to Know to Address Its Impacts]

    by Mark Stewart July 13, 2023
    written by Mark Stewart

    “Market volatility is like someone riding up an escalator playing with a yo-yo. The yo-yo goes up and down like the stock market. But it doesn’t prevent the yo-yo from eventually reaching the next level.”

    That analogy I learned years ago in an interview with a financial professional still resonates with me today.

    We know market volatility fluctuates in response to industrial, political, regulatory, and economic developments or setbacks. Surely, we’ve had no lack of such news since the COVID-19 pandemic rattled the world.

    Continue Reading
    July 13, 2023
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  • Product R + D

    Next-Gen Wealth: 7 Things You Should Be Doing Now

    by Rebecca Pirrie July 10, 2023
    by Rebecca Pirrie July 10, 2023

    Updated March 20, 2025, at 2:03 PM The Great Wealth Transfer is underway. This means opportunity for financial professionals…or missed opportunity for those who aren’t proactive now. By 2045, an estimated $84 …

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  • Business DevelopmentProduct R + D

    5 Reasons to Use a Wealth Management Fintech Platform

    by Mark Stewart June 27, 2023
    by Mark Stewart June 27, 2023

    Updated September 8, 2023, at 9:40 AM Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, …

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