Next video:
Loading the player...

Dynasty Financial COO Ed Swenson and AdvicePeriod's Sean Mullen discuss the most common questions their clients have, plus the most popular strategies and products they're using lately. 

Related Articles
  1. Financial Advisor

    The Future of the Fiduciary Rule

    Ed Gjertsen II, CFP® discusses the future of the Fiduciary Rule.
  2. Financial Advisor

    How To Profit From A Weaker Dollar

    Forex trader and educator Ed Ponsi discusses some of the markets that react to the ongoing decline in the US dollar and how Fed action may further influence an already battered buck.
  3. Investing

    Rosenberg: ETFs Will Hit $10 Trillion in a Decade

    American Century Investments' Ed Rosenberg says the ETF space isn't flooded yet, and poised to hit $10 trillion or more in assets by 2027.
  4. Investing

    7 Stocks to Beat the Market's Wild Swings

    These high-yielding stocks have increased dividends for at least 25 straight years.
  5. Investing

    How ROA and ROE give clear picture of corporate health

    Both measure performance, but sometimes they tell a very different story. This is why they’re best used together.
  6. Financial Advisor

    How to Break the Ice with New Clients

    Conducting an effective, initial client–advisor interview is an essential part of any advisor’s job. Here are a few tips on how to get started.
  7. Financial Advisor

    Manage Your Clients' Expectations

    You can't control how they react to the market, but you can help them understand the reality of the situation.
  8. Financial Advisor

    How to Construct an Annual Review for Clients

    One of the greatest value drivers advisors can provide to clients is an annual review of their financial situation. Here are some guidelines for conducting a well-considered review.
  9. Financial Advisor

    7 Questions All Financial Advisors Need to Ask

    Enthusiasm and skill are good to have, but only by building trust will you have a chance at really helping a client.
Hot Definitions
  1. Gross Margin

    A company's total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. ...
  2. Inflation

    Inflation is the rate at which prices for goods and services is rising and the worth of currency is dropping.
  3. Discount Rate

    Discount rate is the interest rate charged to commercial banks and other depository institutions for loans received from ...
  4. Economies of Scale

    Economies of scale refer to reduced costs per unit that arise from increased total output of a product. For example, a larger ...
  5. Quick Ratio

    The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets.
  6. Leverage

    Leverage results from using borrowed capital as a source of funding when investing to expand the firm's asset base and generate ...
Trading Center