Author: Owen Lyons

What Are Vegan Stocks?

Plant-based eating is on the rise internationally and it appears to be far more prevalent than just a fad! Millennials and Gen Z’ers are at the forefront of this shift. In Britain, for example, 44 percent of vegans are aged 15 to 34. While the vegan way of life may not be the norm just yet, it continues to gain international popularity. As a result, it has also become a worldwide industry developing at a rapid…
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Reaching Across the Aisle

Amongst the rising tension and divisiveness we are experiencing in America today, wouldn’t it be great to hear our politicians say: “Now, more than ever, we need to reach across the aisle and work together for the good of the American people!” Sounds simple. But, we know it isn’t.  Developing a collaborative mindset takes genuine dedication and persistent effort! Here are some tips to consider when the goal is to reach across the aisle in…
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Rebalancing: Robo Versus Human Advisor

Hybrid advisors are becoming the gold standard in wealth management services, combining technology driven objectivity with experienced human wisdom. As technology continues to push the industry forward in meeting client needs, wealth managers must ensure that their investment models have the flexibility to adapt, not only in growing wealth and planning, but also in reducing costs.  Rebalancing helps to maintain the integrity of your risk profile while providing a discipline to buy low and sell…
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