INSIGHTS
News, Articles and Financial Updates
Financial Advocates Investment Management Recognized as a Top 100 RIA ETF Power User
OLYMPIA, WA - MARCH 6, 2019 - RIA Channel has identified Financial Advocates Investment Management (FAIM), a subsidiary of Financial Advocates, as one of the top 100 RIAs to be a power user of exchange traded funds (ETFs). FAIM is ranked #48 on the Top 100...
read more
The Anatomy of a Sound Financial Plan
What makes up a sound financial plan? The answer to this question differs depending on who you ask. Anyone can hang a shingle declaring they do financial planning; however, those dedicated to doing what’s right for their clients would likely agree that there are...
read more
Increasing Client Confidence in a Volatile Market
Increasing Client Confidence in a Volatile MarketHelping clients navigate through times of uncertainty and market turmoil is one of the most important aspects of being a financial advisor. Without a plan, without a strategy, without a forward-thinking approach, you...
read more
Financial Services, Financial Advocates, and You in 2019
It’s a new year with endless possibilities and opportunities! We hope you too are feeling optimistic! As an advocate for independent financial advisors, we have been proactively planning for your success in 2019. While many firms hypothesize about what the future...
read more
Charity Spotlight: Julie Rothmeier / Rotary March for Veterans
A Mother’s Mission to Make March for VeteransWhat do you do when your son returns from war and has bared witness to the unimaginable? How do you help a young man, only 21 years of age, struggling to assimilate with Post Traumatic Stress Syndrome? This is...
read more
How to Set New Goals for 2019
Did you accomplish all your goals in 2018? If you did, GREAT! If you aren’t sure, now’s the time to become better prepared to answer this question next year. Goal planning for your business doesn’t have to be stressful. In fact, with some tips and tricks, planning can...
read more
