Key Highlights for Financial Professionals and Business Owners
By Practice Management Group on May 16, 2025
As the economic landscape evolves and tax policies shift, it’s essential for financial advisors and business owners to stay ahead of potential legislative changes. The following proposed reforms aim to provide greater predictability, simplify compliance, and adjust incentives in both …
Navigating Market Volatility: Control What You Can and Communicate What Matters
By Practice Management Group on May 05, 2025
In times of market volatility, uncertainty reigns—and that uncertainty can cause even the most level-headed clients to question their strategy, their advisor, and their future. But while we can't control the markets, we can control something even more powerful: our communication and o …