by Michelle Peatee | Dec 2, 2020 | Marketing
We see and review quite a bit of websites throughout the work we do. Your website can be one of your biggest drivers for gaining new clients. However, you only have a few milliseconds (.05 seconds) to capture a user’s attention before they judge your website. On...
by Michelle Peatee | Oct 14, 2020 | Press Release
Tampa, FL, October 14, 2020 – Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary...
by Michelle Peatee | Oct 13, 2020 | Grow your Business
Having now spent over 20 years within financial services, it has become evident that we love our industry buzzwords! They are thrown around so much that they are often used incorrectly and have come to describe generalities in conversation. The #1 offender is...
by Michelle Peatee | Oct 12, 2020 | Asset Management
Given where we are in both the economy and stock market this year, I think it would be helpful to revisit some of the same data points and charts we looked at last quarter and see how things have changed. Record levels of money market assets held by investors and...
by Michelle Peatee | Sep 24, 2020 | Asset Management
2020 has been an interesting year for investors so far and it is showing no signs of letting up any time soon. The most popular and widely followed stock market indices are typically market-capitalization weighted (read more about it here...
