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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.

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    April 8, 2021
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  • Business Development

    Financial Planning for Women: Navigating the Gaps

    by FIG Marketing January 28, 2021
    by FIG Marketing January 28, 2021

    Women have made—and continue to make—strides in the quest for true equality. Women have come a long way, but the climb is still uphill as gaps remain across social and economic paths. …

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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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