Creative Planning, under Peter’s leadership, has been the most successful RIA in all of wealth management. Ben and I did our ...

On today's show, we spoke with Jennifer Chang of Schafer Cullen to discuss the active management of high-yield dividend ...

Michael Kitces, the foremost authority on all things financial planning, created a financial advisor fintech solutions map back in the spring of 2018 to help us make sense of everything. And here is ...

Contact us at [email protected] with any feedback, recommendations, or questions. Past performance is no guarantee of future results. There can be no assurance that any Schafer Cullen strategy or ...

VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process. Capabilities include risk tolerance, statement ...

On today's show, we spoke with Michael Mack of Victory Capital to discuss their small-cap and large-cap free cash flow strategies.

I pulled into the train station parking lot this morning and experienced something that hadn’t happened in a long time. I had to drive all the way to the end to find a parking spot. Inside the train ...

Today’s Compound and Friends is brought to you by Themes ETFs ...

Two things can be true even if they seem contradictory. In this case, Nvidia has earned its valuation, and also, its current valuation is likely to lead to poor returns at some point in the future. My ...