Financial Advisor Essentials

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StratiFi’s Steve Sears Analyzes Tech Sector For TD Ameritrade

San Francisco, August 7 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s...

Avoid The Overconfidence Trap: Conduct Your Own Stress Test

When Willie Sutton, a famous bank robber, was asked why he robbed banks, he answered because...

How to Make $1 million on Wall Street

Everyone wants to make money in the stock market so we’re going to let you in on a secret. The way...

Build Trust and Be Indispensable To Your Clients

Do your clients trust you? Do they think you are indispensable or an easily replaced commodity?...

Is Amazon.com Eating Your Client’s Business?

At a recent Barron’s conferences for the nation’s top advisors, we were surprised by a recurring...

The Sweetest Risk Factors Leave The Bitterest Aftertastes

Of all the risk factors that confront investors, concentrated-stock risk is perhaps the sweetest.

How to Expect the Unexpected? Educate Yourself.

One of the market’s wise men – someone who is known and respected by everyone but shuns the...

Is Your Portfolio Truly Diversified? Probably Not.

At this very moment, some advisor, somewhere in the securities industry, is confronting a...

StratiFi’s Steve Sears Deconstructs The Stock and Bond Market For TD Ameritrade

San Francisco, June 22, 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s...

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