Media

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Blogs

Where Does Your Advisor Get Their Clients?

Understanding how an RIA gets clients can be an important factor for prospective clients or for advisors looking to join an RIA. Every registered investment adviser (RIA) is looking for the same thing, more clients. Understanding how an RIA gets their clients can be...

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How Do You Manage Risk With Time?

By Aaron CFP®, Managing Director   “Successful investing is about managing risk, not avoiding it.” -Benjamin Graham There are many ways to manage risk.  One way is with time. Take a look at the green bars in this chart, representing the range of investment...

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Escalator Up, Elevator Down

By Aaron CFP®, Managing Director “Escalator up, Elevator down” is a good metaphor to describe movements in the stock markets. On September 20, 2018 the S&P 500 Index peaked at 2930.  The index gained approximately 17% over the previous 12-month period.   It took...

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Avoid These Tax Scams

By Aaron CFP®, Managing Director According to the IRS, thousands of people have lost millions of dollars to tax scams, but you don’t have to be a victim.  There is plenty of information on the IRS website (www.irs.gov) that can help you avoid these scams.  Here are...

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Podcasts

How Will the New Tax Code Affect You?

In 2017 Congress passed the most sweeping update to the tax code in 30 years. How will the new tax code affect you? Our guest on Episode #3 is Kermith Boffill, a lead tax partner and CPA at Grobstein Teeple, an accounting firm with offices in California and Washington...

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How to Choose a Financial Advisor

Our podcast guest for episode 2 is Jason Howard, General Counsel and Chief Compliance Officer for Spotlight Asset Group. On this episode Jason tells us how to choose a Financial Advisor and what questions you should consider when looking for a Financial Advisor....

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Media

Crain’s Wealth Manager Roundtable

Spotlight CEO Steve Greco recently participated in a roundtable discussion about the wealth management industry that was conducted by Crain’s Custom Media, a division of Crain’s Chicago Business, a leading weekly business newspaper published by Crain Communications....

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