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    • The 5 Essentials for Smart Investing

      By: Jason Hartman | -- As a part of my series about The 5 Essentials of Smart Investing, I had the pleasure of interviewing Mike Broker. Mike Broker is a leader in the financial planning and investing space and understands the need to work diligently in the moment to build something great for the future. He began his fiduciary focused and financial advisory career in the beginning stages of the Great ... Read more
    • 5 Things You Need To Know To Successfully Manage a Team

      By: Authority Magazine | -- As a part of our series about the five things you need to successfully manage a large team, I had the pleasure of interviewing Windus Fernandez Brinkkord. Windus is an senior vice president at Trilogy Financial, a national financial advisory firm. One of the things that sets Trilogy Financial apart from other firms is the dedication to cultivating a team that can best serve and ... Read more
    • 5 Things Every CEO Should Know About Navigating The World Of Finance

      By: Charlie Katz | -- As part of my series about the “How to Navigate and Succeed in the Modern World of Finance”, I had the pleasure of interviewing Jeff Motske. Jeff Motske is an author of a financial compatibility guide, an accomplished executive, radio personality and host of The Jeff Motske Show, and financial advisor. More importantly, he is a believer in the power of everyday Americans and is ... Read more
    • A Message Regarding Current Events

      We have no doubt that the Coronavirus and the market volatility surrounding it have dominated your newsfeed of late. Naturally, this leads to questions and concerns about the market in general, and about how it impacts you specifically. It is true that there are a lot of variables at play, a great majority of them out of your control. What is under your control is how you respond, or not. ... Read more
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