If you’ve ever set an annual goal like grow AUM, improve client retention, launch a new service model, you may know how easy it is to start with energy and then lose steam as the months go by. Life happens. Clients call. Markets shift. Suddenly, December arrives, and those goals are still sitting...
The past two months have been a whirlwind of travel, speaking, and conversations that have taken me coast to coast. Eight weeks, six conferences, speaking to 500 advisors from the stage, and hundreds more in one-on-one conversations. There’s something genuinely invigorating about being in rooms...
Once financial advisors have mastered the fundamentals of time management, as explored in our August blog From Overwhelmed to Optimized: Taking Control of Your Time, the next step is leveraging technology to take back even more hours in the day. One of the most impactful areas to target is...
This is the second part of our comprehensive examination of fixed income ETFs. In our previous article, we explored the sophisticated mechanics behind these instruments. Now we turn our attention to their practical advantages, key limitations, and strategic implementation approaches. Key...
This month marks a significant evolution for Beacon. The macroeconomic risk responsive strategy we acquired from Astor Investment Management is now accessible on our investment platform. But meaningful growth means more than expanding our investment lineup—it’s about continuously strengthening...
Taylor Swift and Kansas City Chiefs star Travis Kelce just broke the internet with their engagement announcement. An Instagram post shattered records with over a million reposts in six hours (New York Post). Now, I can’t claim to be a fully-fledged Swiftie, but I couldn’t let the occasion of her...
Fixed income investing has long been a cornerstone of portfolio diversification, offering stability and income generation that complements the growth potential of equities. However, the traditional approach of buying individual bonds has become increasingly challenging for retail investors. Enter...
Time is one of the most valuable assets in any advisor’s business. Yet many advisors feel pulled in too many directions, spending hours each day on tasks that don’t directly support their clients or growth goals. Research shows that financial advisors spend nearly a quarter of their time on...
There’s something truly special about moments that define growth. Not just in business metrics or assets under management, but in the meaningful connections we build and the shared vision we create together. Last month, we were thrilled to announce that Astor Investment Management is joining the...
As we move into the second half of 2025, the U.S. equity market presents investors with a familiar—but increasingly fragile—dynamic: narrow leadership. Despite respectable index-level gains year-to-date, much of the performance has been driven by a handful of mega-cap technology and AI-related...
