November 2019 - Creative Edge

Do You Have a CRM Yet? It’s Time You Do!

November 15 2019

by Kati Hess

How do you manage your relationships with your clients?   Do you use sophisticated client relationship management (CRM) software, like Salesforce? Or do you do it the old-fashioned way, perhaps with an Excel spreadsheet or even a physical contact book? According to a study by Financial Planning Magazine, more than 90% of financial professionals report… Read More


What Lessons Should Investors Take From the WeWork Debacle?

November 7 2019

by Kati Hess

The longest bull market in history is about to enter its 11th year. During that time, the red-hot tech IPO has become a frequent phenomenon. Facebook. Twitter. Snapchat. Alibaba. Uber. These companies and more have all made their debut as publicly-traded companies in the last decade.   Sometimes these IPOs work out for investors. That… Read More

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How Did The Market Perform in October?

The equity markets surged in October, fueled by a combination of Fed rate cuts, strong corporate earnings, and renewed optimism for a breakthrough in US-China trade talks. The major indexes had the following returns: NASDAQ – 3.71% Russell 2000 – 2.63% S&P 500 – 2.17% DJIA – 0.59% Rate Cuts The Federal Reserve cut rates… Read More