by Jack Barron | May 7, 2025 | Blog
Executive Summary Referrals are more than a marketing channel. They are the most powerful expression of trust in professional services. For financial advisors, a thriving referral network is not built through luck or one-time asks, but through deliberate systems,...
by Jack Barron | May 5, 2025 | Blog
Financial planning, much like a round of golf, is a delicate dance between strategy, patience, and adaptability. While at first glance these two worlds might seem unrelated, the deeper you look, the more their similarities reveal themselves. Whether you are navigating...
by Jack Barron | May 2, 2025 | Market Commentary
April has been a tumultuous month for global markets, heavily influenced by ongoing trade policies under the Trump administration. The introduction of a blanket 10% tariff on all imported goods, alongside significant tariff hikes on Chinese imports, has sparked...
by Jack Barron | Apr 7, 2025 | Vita Financial Workshop
Join us for Financial Literacy Month as we dive into the wealth-building habits that successful professionals like you can use to grow and sustain financial security. Whether you’re advancing in your career, navigating a higher income, or planning for long-term...
by Jack Barron | Apr 2, 2025 | Market Commentary
Our March Market Commentary aims to provide a comprehensive analysis of the current economic landscape, focusing on pivotal developments shaping the market. We examine the resurgence of tariff-based trade policies under the 2025 U.S. administration, assessing their...
