Blog

2019 Schwab IMPACT Conference: Day 3

If you missed it (and how could you have?!?!), here are my thoughts on Day 1 and Day 2 of Schwab's annual IMPACT Conference, the largest gathering of independent financial advisors in the country. Greg Valliere on the Political Climate in Washington, D.C. Valliere is...

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2019 Schwab IMPACT Conference: Day 2

If you missed my thoughts from Day 1, go check them out.  Opening Session Bernie Clark, the EVP of Schwab's Advisor Services channel, opened the morning with enthusiastic remarks about the independent advisor space. Though somewhat trite (especially if you read my...

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2019 Schwab IMPACT Conference: Day 1

Charles Schwab, the largest custodian of independent advisor (firms like Narwhal) assets, hosts an annual conference for Registered Investment Advisors each fall. Though positioned as something of an invite-only, education-driven event, at times, it can feel more like...

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Narwhal Capital Releases Q3 2019 Macro Review and Outlook

On October 22, 2019, Narwhal Capital released its Q3 2019 Review for public consumption. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. The commentary is divided into 3 parts. In part 1, we...

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What’s Inside an Indexed Annuity?

Annuities are a hot topic in today’s financial climate, as promises of “guaranteed returns” sound increasingly attractive in volatile markets. For retirement planners, the idea of locking in a set rate of return sounds much simpler and safer than picking stocks or...

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News and Media

Narwhal Capital Releases Q3 2019 Macro Review and Outlook

On October 22, 2019, Narwhal Capital released its Q3 2019 Review for public consumption. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. The commentary is divided into 3 parts. In part 1, we...

read more