Category: Investing News

Jun 5

Presenting in Initial Client Meetings

Last week, in Preparing for Initial Client Meetings, we reviewed three ways you can incorporate eMoney before your first meeting to position you and your client for success. Today, we’ll look at four ways you can utilize eMoney during that first meeting to introduce your client to their profile and the Client Portal. Turn on Present… […]
Jun 2

10 Tuesday AM Reads

My Two-for-Tuesday morning train WFH reads: • We Wasted Our Chance for a Quick Economic Recovery (Slate) see also Despite widespread economic toll, most Americans still favor controlling outbreak over restarting economy, Post-ABC poll finds (Washington Post) • How Warren Buffett is fighting to ‘keep the wolves away’ from Berkshire Hathaway — and winning (Marketwatch) […]
Jun 2


I am past due to clear up some confusion and misinformation about our decision to participate in the Paycheck Protection Plan (PPP). This is simple and straightforward, unless you are committed to misunderstanding it. On March 27, the CARES Act was signed into law. Its purpose was to preserve jobs, to keep people getting paychecks […]
Jun 2

GDP Update -52.8

Source: Federal Reserve Bank of Atlanta Ok, this is now getting a little scary: The real time GDP running estimate of US economic activity is half of what it was 3 months ago. As of June 1, the Atlanta Fed is nowcasting that economic activity in the United States, as measured in GDP, is minus […]