--- title: GeoWealth Blog (4) description: Blogs, insights, and educational materials from GeoWealth for Financial Advisors. (4) image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/page/4#top) [Skip to Content](https://blog.geowealth.com/page/4#body) [![GeoWealt](https://blog.geowealth.com/hs-fs/hubfs/Support%20Center/logo-geowealth.png?width=247&height=37&name=logo-geowealth.png "GeoWealt")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) \> About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Technology](https://geowealth.com/advisor-technology/) - [Solutions](https://geowealth.com/portfolio-solutions/) - [Services](https://geowealth.com/services-and-support/) Toggle children for Services Main Menu (Press to Return) \> Services - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) \> Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) \> Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) # Insights from GeoWealth Recent blogs and educational materials from GeoWealth for Financial Advisors. ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/blog-banner-talent-stack-podcast.jpg?height=500&name=blog-banner-talent-stack-podcast.jpg) [Case Studies & Interviews](https://blog.geowealth.com/tag/case-studies-interviews) ## [Talent Stack Podcast](https://blog.geowealth.com/talent-stack-podcast) In this podcast, Jack Hannah, President & COO of GeoWealth, details how firms can support employees’ careers while helping advisors serve clients more efficiently. ![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_Manley.png) **Katie Bomher** 11/2/26, 8:43 AM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-market-commentary-2026-q3.jpg?height=500&name=banner-market-commentary-2026-q3.jpg) [Market Commentary](https://blog.geowealth.com/tag/market-commentary) ## [Market Commentary: Q3 2026](https://blog.geowealth.com/market-commentary-q3-2026) ![](https://blog.geowealth.com/hubfs/Headshots/Rob%20Gee%20Square.jpg) **Rob Gee, CFA®, CAIA** 10/8/26, 12:16 PM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-asset-location-umh.jpg?height=500&name=banner-asset-location-umh.jpg) [Operations & Back Office](https://blog.geowealth.com/tag/operations-back-office) ## [Asset Location vs. UMH: A More Scalable Path for RIAs](https://blog.geowealth.com/asset-location-vs-umh-a-more-scalable-path-for-rias) ![](https://blog.geowealth.com/hubfs/Headshots/headshot-josh-hagar-square-rounded.png) **Josh Hagar** 10/8/26, 10:22 AM ## Explore All Blog Posts from GeoWealth [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-37.png)](https://blog.geowealth.com/marketing_timing) ### [Why Market Timing Doesn't Work](https://blog.geowealth.com/marketing_timing) Buying low and selling high can be an elusive dream for most people. The stock market goes up and th... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-26.png)](https://blog.geowealth.com/difficulty_predicting_interest_rates) ### [The Difficulty of Predicting Interest Rates](https://blog.geowealth.com/difficulty_predicting_interest_rates) Predictions are common, but are they reliable? It is not uncommon for investors to make predictions ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=3.png)](https://blog.geowealth.com/understanding_market_cap) ### [Understanding Market Capitalization](https://blog.geowealth.com/understanding_market_cap) What is market capitalization? The US and international stock markets can be broken down into groups... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=17.png)](https://blog.geowealth.com/gaining_edge_understanding_factors) ### [Gaining an Edge - Understanding Factors](https://blog.geowealth.com/gaining_edge_understanding_factors) Factors are characteristics common to a group of securities that help explain their returns. These c... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images4-1.png)](https://blog.geowealth.com/understanding_etfs) ### [Understanding ETFs](https://blog.geowealth.com/understanding_etfs) ETFs are professionally managed, diversified portfolios of stocks, bonds, or other assets that are t... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-20.png)](https://blog.geowealth.com/understanding_inflation) ### [Understanding Inflation](https://blog.geowealth.com/understanding_inflation) Inflation is a measure of how much prices for goods and services are rising in an economy. Inflation... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images6-1.png)](https://blog.geowealth.com/investing_based_past_performance) ### [Why Investing Based on Past Peformance is a Terrible Idea](https://blog.geowealth.com/investing_based_past_performance) Both the SEC and FINRA require performance-based advertising and sales literature to include the sta... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----7.png)](https://blog.geowealth.com/mastering-the-ceo-mindset-be-a-bridge-builder) ### [Mastering the CEO Mindset: Be a Bridge Builder](https://blog.geowealth.com/mastering-the-ceo-mindset-be-a-bridge-builder) A Relationship-first Mindset We sit down with our friends at Sowell Management for this edition of M... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----3.png)](https://blog.geowealth.com/our-favorite-tech-for-rias) ### [Our Favorite Tech Tools for RIAs](https://blog.geowealth.com/our-favorite-tech-for-rias) Networking, Productivity, Design & More As a tech company, we're obviously big fans of creative ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---3.png)](https://blog.geowealth.com/wealth-tech-today-podcast) ### [Wealth Tech Today Podcast](https://blog.geowealth.com/wealth-tech-today-podcast) Hear from Colin Falls & Craig Iskowitz GeoWealth CEO, Colin Falls, sat down with Craig Iskowitz,... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----2.png)](https://blog.geowealth.com/mastering-the-ceo-mindset-change-the-way-you-measure-growth) ### [Mastering the CEO Mindset: Change the Way You Measure Growth](https://blog.geowealth.com/mastering-the-ceo-mindset-change-the-way-you-measure-growth) Mastering the CEO Mindset For most RIAs, the advisor piece of running a financial advisory firm come... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---.png)](https://blog.geowealth.com/our-favorite-podcasts-for-rias-just-for-fun) ### [Our Favorite Podcasts for RIAs: Just For Fun](https://blog.geowealth.com/our-favorite-podcasts-for-rias-just-for-fun) When You Need a Break from Work Welcome to the “Just For Fun” installment of our curated podcast rec... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---3.png)](https://blog.geowealth.com/our-favorite-podcasts-for-rias-industry-insiders) ### [Our Favorite Podcasts for RIAs: Industry Insiders](https://blog.geowealth.com/our-favorite-podcasts-for-rias-industry-insiders) Wealth Management Heavy Hitters Welcome to the “Industry Insiders” installment of our curated podcas... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-a.png)](https://blog.geowealth.com/our-favorite-podcasts-for-rias-fearless-female-hosts) ### [Our Favorite Podcasts for RIAs: Fearless Female Hosts](https://blog.geowealth.com/our-favorite-podcasts-for-rias-fearless-female-hosts) Front and Center Welcome to the “Fearless Female Hosts” installment of our curated podcast recommend... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---2.png)](https://blog.geowealth.com/our-favorite-podcasts-for-rias-new-now-noteworthy) ### [Our Favorite Podcasts for RIAs: New, Now & Noteworthy](https://blog.geowealth.com/our-favorite-podcasts-for-rias-new-now-noteworthy) Can't Miss Podcasts Welcome to the “New, Now & Noteworthy” installment of our curated podcast re... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-17.png)](https://blog.geowealth.com/value-levers-seven-ways-rias-can-increase-their-appeal-ahead-of-a-sale) ### [Value Levers: Seven Ways RIAs Can Increase Their Appeal Ahead Of A Sale](https://blog.geowealth.com/value-levers-seven-ways-rias-can-increase-their-appeal-ahead-of-a-sale) Higher Valuations Are Possible By Adjusting Your Approach To Common Factors This article was origina... Explore additional blog articles: [Previous Page](https://blog.geowealth.com/page/3) [2](https://blog.geowealth.com/page/2) [3](https://blog.geowealth.com/page/3) [4](https://blog.geowealth.com/page/4) [5](https://blog.geowealth.com/page/5) [6](https://blog.geowealth.com/page/6) [Next Page](https://blog.geowealth.com/page/5) # *Thought Leadership* What We’re Thinking About Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (24)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (16)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. 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