IBDs in slow-footed race to let advisors text clients
Joe Heider, president of Cirrus Wealth Management, is included in Tobias Salinger’s Financial Planning article discussing how regulation can cause communication challenges in the industry. [...]
How the Tax Cut Affects Investors
Joe Heider, president of Cirrus Wealth Management, is included in Lou Carlozo’s U.S. News & World Report article discussing how the tax legislation will impact the economy. “In general [...]
Key economic themes kicking off 2018
A new year brings a spirit of change, and 2018 has already kicked off with a couple of major themes to watch that will impact the economy over the course of the year. A few weeks into 2018, it’s [...]
What Is Modern Portfolio Theory?
Wayne Duggan of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing the importance of modern portfolio theory. “Modern portfolio [...]
