Greg Bartalos

Nov 19, 2024 | barrons.com | Greg Bartalos

While the clients of financial advisors are generally clear about how much they are paying for services, they’re often less sure about the value of what they are receiving. Vanguard Advisor’s Alpha study is trying to change that by assigning a more tangible value to financial advice amid a massive $84 trillion wealth transfer.

Nov 19, 2024 | finance.yahoo.com | Greg Bartalos

An investor considering the pros and cons of buying on margin. SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Margin trading allows investors to borrow money from a brokerage to increase buying power. While it offers the potential for larger returns, it also increases the risk of losses that can exceed the initial investment.

Nov 13, 2024 | msn.com | Greg Bartalos

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Nov 13, 2024 | barrons.com | Greg Bartalos

Pundits are sifting through reams of Election Day data to decipher what most motivated the electorate. Theories abound, and I won’t rehash them because you likely have heard them 30 times over. My take is that the impact of costly—and scarce—housing was underestimated by the cognoscenti before the election and continues to be underappreciated during their postmortems. An Oct.

Oct 24, 2024 | barrons.com | Greg Bartalos

The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive.