Posts by taylor chatmas

Get practical tips on investment consulting for advisors, including key services, firm selection, and how to build a strong partnership with your consultant.

S&P 500: 2.48% DOW: 1.39% NASDAQ:3.88% 10-YR Yield: 4.28%

Investment education for advisors helps you build expertise, strengthen client trust, and grow your practice with actionable strategies and practical resources.

The 10-year Treasury yield and the U.S. Dollar Index (DXY) are more than just indicators of bond and currency markets.

Learn how a financial advisor partnership can help you grow your practice, expand services, and deliver a stronger client experience with practical steps.

This past month, markets rallied in July as political uncertainty eased, and trade clarity improved. New agreements with some countries, along with the[…]

Compare leading financial advisor support platforms to find the right fit for your practice. Explore features, integrations, and benefits to enhance client service.

“I started working with Andrew in 2024 when I first joined the Waterloo Team. He has been more than a pleasure to work[…]

Master financial advisor succession planning with this comprehensive guide. Learn strategies to ensure a smooth transition and secure your firm's future.

Markets opened the week on a positive note, rebounding from Friday’s sharp losses as investor sentiment improved.