Media Source Portal
  • Home
  • Announcements
  • Story Ideas
  • Press Requests

Haws and Goodwin Share Tips for Starting a Business in 2021

1/28/2021

 
Picture
Research and timing are crucial when starting a new company. No doubt, anyone with a crystal ball would not have planned to open a new restaurant or bar in 2020. But no amount of research could have pinpointed exactly when a pandemic would strike nor the extent of its fallout.

​Art Haws, CPWA®, CFP® and Cam Goodwin, CFP®, CPFA know a little something about launching an unlikely business during unprecedented times.


Read More

Stearns Financial Group Provides Top 10 Predictions for 2021

1/27/2021

 
Picture
​It feels negligent to write about the state of the economy or the investment markets without first pausing to acknowledge the current state of discord in the United States, says the Stearns Financial Group in a letter to clients.

Here are some excerpts, followed by some of their Top 10 2021 Predictions:

The chaos we experienced at our nation’s capital in early January along with the ongoing threats of armed protests around the country leading up to the inauguration are rivaled only by a second impeachment trial for our sitting president – the first in our history. As with the thwarted kidnapping plot surrounding the governor of Michigan last year, it seemed only a matter of time before something went (yet again) too far and shocked us all. Putting things into perspective, we know it is only an extremist subset of our population that are breaking the law. It is not “us.” And yet, this handful of people represent the state of affairs in our country and accordingly, injure us all. We hope and pray these unprecedented events will ultimately lead to a stronger democracy, a more civil society, and one in which the rule of law once again prevails.


Read More

Survey Reveals How Financial Advisors Responded to the Covid Crisis and 2020 Coronavirus Crash

1/26/2021

 
​Impact Communications, a leading marketing and PR strategy firm focused exclusively on the financial advisory industry, conducted a survey that asked hundreds of independent financial advisors to weigh in on how they have adjusted to the challenges posed by the Covid Crisis and Coronavirus Crash.
 
The survey was an opportunity for independent financial advisors to weigh in on 2020's pandemic realities and share their stories on how they adjusted when the COVID-19 lockdowns, market turbulence and business realities became apparent. The project, Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times, was sponsored by Allianz Life Insurance Company of North America.
Picture

Read More

2020 Market Review and 2021 Market Outlook from Intercontinental Wealth Advisors

1/25/2021

 
Picture
Intercontinental Wealth Advisors’ 2020 Market Review and 2021 Outlook, compiled by Senior Investment Analyst Juan Pablo Villamarin, CFA, CAIA, is available now. This message from the executive team precedes the market commentary:
​
“As we turn the page over for what has been one of the most challenging years for the human population as a whole, we want to take the opportunity to sincerely thank all of our clients for the trust and partnership they have bestowed upon us over the years. We mourn with all of you the human and financial hardship that this pandemic has caused many individuals and families around the world, and we welcome and hope for a quick transition to post-COVID life.”


Read More

What IRA owners should do now that we have a Democratic President, House and Senate

1/18/2021

 
​Jim Lange and his team at Lange Financial Group continue to provide excellent information on taxes, investment planning and how the new administration will impact investment and financial planning decisions in 2021. A series of helpful webinars is described below. Live attendance is encouraged but there will be replays available. You can even submit your question(s) in advance so that if you can’t attend live that day, you are more likely to hear your question answered when you hear the replay.
Picture

Read More

    Story Ideas and Sources for Journalists

    Looking for great sources? Story ideas? We've got them!

    The professionals on this page represent a diverse group of financial advisors and experts within the financial services world who work directly with financial professionals.

    Don't see the type of expert you need? We've got more circles that we can tap for you. Use the Contact Us page to submit a query. 

    We are great brainstormers, collaborators and boosters of good content that (1) helps the general public realize a brighter financial future (2) helps financial professionals do a better job serving their clients.

    We look forward to hearing from you!

    Marie Swift, Founder & CEO
    Impact Communications

    Picture

    How About a Monthly Digest?

    Subscribe

    RSS Feed

    Archives

    February 2021
    January 2021
    December 2020
    July 2020
    June 2020

    Categories

    All
    Book Author
    Buckingham Advisors
    Divestment
    ESG Investing
    Estate Planning
    Financial Planning
    FinTech
    Investment Management
    Life Lessons
    Personal Finance
    Podcast Host
    Retirement Planning
    SMAs
    Source ACP
    Source - D'Amico
    Source - Etzweiler
    Source - Garry
    Source - Lozer / Pine
    Source - Moddasser
    Source - Pearson / Etzweiler
    Stocks & Bonds
    Tax And Financial Professional
    Taxes

Copyright 2020 Impact Communications, Inc.
Stay Connected:
info@impactcommunications.org
  • Home
  • Announcements
  • Story Ideas
  • Press Requests