Mia Schneider
Weekend Reading For Financial Planners (June 21–22)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the…
11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)
Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask…
Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)
Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity…
Weekend Reading For Financial Planners (June 28–29)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the…
Troy Minerals Announces Life Offering
Julian Treger, CoTec CEO commented: "We are very pleased with EXIM's interest in the Project. The Project is…
2025 Mid-Year Market Outlook: 9 Key Questions To Frame Client Conversations
The first half of 2025 has been a wild ride, both in terms of news headlines and market…
Troy Minerals Announces Maiden Inferred Resource Estimate for High-Purity Silica at Table Mountain Project, BC
Julian Treger, CoTec CEO commented: "We are very pleased with EXIM's interest in the Project. The Project is…
CoTec Holdings Corp. Announces Second Closing of Life Offering and Concurrent Private Placement
Julian Treger, CoTec CEO commented: "We are very pleased with EXIM's interest in the Project. The Project is…
SoFi and The Jayson Tatum Foundation Host The First of Many Financial Literacy Workshops For First-Time Homebuyers in St. Louis
Last year, we set out a mission to democratize access to family-sustaining wealth by establishing the SoFi Generational…
Pulte Blames Powell for High Mortgage Rates and Trapping Borrowers in Their Homes
It’s no secret certain folks don’t like Fed Chair Powell. You may have heard of one of them,…
Pulte Blames Powell for High Mortgage Rates and Trapping Borrowers in Their Homes
It’s no secret certain folks don’t like Fed Chair Powell. You may have heard of one of them,…
Mortgage Rates Move Lower Despite Evolving Iran Conflict
While one may have worried that mortgage rates would move higher after the U.S. bombed Iran nuclear facilities,…
Pulte Blames Powell for High Mortgage Rates and Trapping Borrowers in Their Homes
It’s no secret certain folks don’t like Fed Chair Powell. You may have heard of one of them,…
Mortgage Rates Move Lower Despite Evolving Iran Conflict
While one may have worried that mortgage rates would move higher after the U.S. bombed Iran nuclear facilities,…
Rocket Mortgage Launches Bridge Loan to Help Customers Buy Now, Sell Later
The nation’s second largest mortgage lender has launched a new bridge loan product to help buyers move before…
