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Questions You Were Afraid to Ask #9: What Are Bond Yields and Why Do They Matter?
There was one term I left unexplained – and often, it’s the one you hear the most about in the media. I’m referring to a bond’s yield.

Greg DuPont
Jan 21, 20254 min read


2024: An Economic Year in Review
What were the highlights? What were the “lowlights”? Most importantly, what did we learn?

Greg DuPont
Jan 14, 20256 min read


Transforming Retirement Conversations—A Coaching Approach for Financial Advisors and Attorneys
This conversation unveils the transformative power of coaching, the need for human connection, and more.

Greg DuPont
Dec 21, 20244 min read


Questions You Were Afraid to Ask #8: What do all these bond terms mean?
In this article, let’s break down a few common terms you’re likely to hear in the media or when thinking about investing in bonds.

Greg DuPont
Dec 11, 20244 min read


Advanced Planning Essentials for Business Owners and Advisors
Greg DuPont dives into high-impact strategies for business owners with special guest David Foster.

Greg DuPont
Nov 20, 20243 min read


Questions You Were Afraid to Ask #7: What's the difference between all these types of bonds?
There are several types of bonds to choose from, each with different characteristics.

Greg DuPont
Nov 13, 20245 min read


History Repeats: A Great Beautiful Tomorrow
Just as Lincoln faced a deeply fractured nation, we, too, are grappling with widespread unrest and tension.

Greg DuPont
Nov 6, 20244 min read


Building Trust in an Instant: A Game-Changing Approach for Attorneys
The secret weapon of a WSN member is being free from the curse of expertise. Step back and consider this new approach.

Greg DuPont
Oct 30, 20245 min read


Questions You Were Afraid to Ask #6: How do I know which investment options are right for my clients?
There is no one-size-fits-all. No single “best” option. Only the best for your client, based on their wants, their needs, their nature.

Greg DuPont
Oct 9, 20244 min read


From Assembly Lines to Electric Cars: The Visionary Legacies of Ford and Musk
separated by a century, one man transformed the world many years ago, and the other is transforming the world right before our eyes

Greg DuPont
Oct 9, 20242 min read


Unlocking Employee Benefits: A Win-Win Strategy for Employers and Employees
It’s a solution that not only creates substantial savings for businesses but also provides employees with access to enhanced benefits.

Greg DuPont
Sep 26, 20244 min read


Questions You Were Afraid to Ask #5:What Differentiates Mutual Funds, Exchange-Traded Funds, and Hedge Funds?
This is important information to know, because many IRAs and 401(k)s will give your clients the option of choose from these fund types.

Greg DuPont
Sep 19, 20244 min read


Reaching Level 59: Lessons on Aging
As I hit 59, I am not thinking at all about my retirement. I am having to much fun doing what I love.

Greg DuPont
Sep 12, 20244 min read


How Attorneys Can Get Their Financial Licenses
The journey begins with understanding the different types of financial securities licenses available.

Greg DuPont
Aug 20, 20243 min read


The Difference Between Passively Managed and Actively Managed Funds
If you’re investing in, say, an IRA, most of the fund choices you’ll see will fall under one of two categories: Passive vs Active.

Greg DuPont
Aug 13, 20244 min read


Back to School...Always!
As we proceed through back-to-school season, I think this is a great time for all of us to remember that learning is a lifelong journey.

Greg DuPont
Aug 6, 20245 min read


Questions You Were Afraid to Ask #3:What’s better, stocks or bonds?
When you buy stock, you are purchasing partial ownership in a company. For this reason, stocks are equity investments while bonds are debt

Greg DuPont
Jul 23, 20245 min read


Embracing the Great Wealth Transfer
A thought-provoking discussion on how The Great Wealth Transfer is reshaping the landscape for financial advisors and attorneys alike.

Greg DuPont
Jul 16, 20243 min read


Weathering the Storm as Americans: Celebrating the Grit That Built Our Country
As we celebrate Independence Day, I can’t help but also be encouraged and inspired by the strength of our country.

Greg DuPont
Jul 9, 20246 min read


Why the Price of the Dow is Higher than the S&P 500
Many investors often wonder why the Dow’s total price is so much higher than the S&P, even though the latter contains hundreds more...

Greg DuPont
Jun 26, 20243 min read
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