◀ The Principal Blog

Posts from the ‘Retail Investors’ category

Have You Caught the Golden State Muni Fever?



California, known as the “Golden State,” is famous for many things, including Rodeo Drive, the Hollywood hills, the iconic Golden Gate Bridge, and beautiful weather that many of us pine for during the cold and bitter winter months. Perhaps that is why 12% of the total U.S. population call…

Read more

Advisors: How can a value proposition help you land more clients?



One thing I really enjoy about my job? It’s talking to financial advisors about marketing. Recently, an advisor and I were discussing online marketing and he asked me to take a look at his website and LinkedIn profile. Well, his LinkedIn profile was pretty bare – a missed opportunity. His…

Read more

Recent