Financial Marketing Agency Blog | Marketing Wiz

DIY Investors Aren't Prepared for Market Volatility

DIY investing took off during the COVID-19 pandemic. Apps like Robinhood brought in tens of millions...

Logan Burgess Jun 23, 2022 9:00:00 AM

With the Great Wealth Transfer underway, engaging younger investors is becoming a growing priority f...

Logan Burgess Jun 16, 2022 9:00:00 AM

You pride yourself on helping clients reach the retirement of their dreams. A significant part of yo...

Logan Burgess Jun 9, 2022 9:00:00 AM

Your firm's clients likely understand that healthcare will be among their biggest costs in retiremen...

Logan Burgess Jun 2, 2022 9:00:00 AM

This year's tax season may be over, but it's never too early for clients to start preparing for next...

Logan Burgess May 26, 2022 9:00:00 AM

The transition from work to retirement can be a difficult one. Recent retirees often experience feel...

Logan Burgess Apr 28, 2022 10:00:00 AM

The financial impact of the COVID-19 pandemic was significant and far-reaching: lockdowns cost milli...

Logan Burgess Apr 21, 2022 10:00:00 AM

Although we have made significant strides in recent years in closing the financial gender gap, there...

Logan Burgess Apr 14, 2022 10:00:00 AM

Business owners have unique financial needs that often go above and beyond those of a typical client...

Logan Burgess Apr 7, 2022 10:00:00 AM

Not too long ago, robo-advisors seemed poised to upend the financial services industry. Their access...

Logan Burgess Mar 31, 2022 2:52:55 PM