In the last 35 year, we’ve seen the following happen in the financial markets.

1. The beginning of the great bull market in August 1982.
2. The stock market crash on October 19, 1987.
3. The technology bubble of 1995 – 2000.
4. The bear market of 2000 – 2002.
5. The real estate bubble of 2002 – 2007.
6. The Great Recession of 2007 – 2009.
7. The amazing, low-volatility bull market of 2009 – today.

Two leading financial advisors have been through it all and on today’s podcast, we come to you live from Schwab Impact 2017.  We discuss what they’ve learned, share their insights on how to be successful going forward, and get the perspective from a Schwab executive on supporting and building excellent RIA firms.

For 30 years, Charles Schwab has been providing services to independent RIAs and I was pleased to host a panel discussion at Schwab Impact 2017 in Chicago.