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    Product R + D

    8 Common Investment Mistakes to Avoid

    by FIG Marketing April 8, 2021
    written by FIG Marketing

    Updated September 7, 2023, at 11:40 AM

    The decade between 2009 to 2019 marked a ten-year market bull run. It was almost felt like investment mistakes disappeared for a while. What felt like an endlessly growing economy gave investors confidence and assurances that markets aren’t designed to provide. A global pandemic brought on a rude awakening in 2020.

    Historically speaking, 2020 was a relatively stable year despite the pandemic. It did, however, serve as a wake-up call to investors everywhere, reminding them that markets are inherently uncertain.

    Continue Reading
    April 8, 2021
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  • Business DevelopmentProduct R + D

    How to Talk to Clients About Multi-Generational Wealth Planning

    by Mark Stewart January 14, 2021
    by Mark Stewart January 14, 2021

    Updated March 13, 2025, at 11:49 AM “Shirtsleeves to shirtsleeves in three generations.” Wait. What?

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  • Business Development

    5 Financial Resolutions for 2021 [Client Infographic]

    by FIG Marketing December 28, 2020
    by FIG Marketing December 28, 2020

    So long, 2020! You will not be missed. And clients undoubtedly feel the same. Help them start fresh in the new year with this customizable infographic highlighting some financial resolutions for 2021 …

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