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Monthly Archive for: "January, 2018"
Home » Archives for January 2018
 IBDs in slow-footed race to let advisors text clients
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By cirruswealth
In Interview Coverage
Posted January 22, 2018

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. [...]

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 How the Tax Cut Affects Investors
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By cirruswealth
In Interview Coverage
Posted January 17, 2018

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 [...]

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 Key economic themes kicking off 2018
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By Joe Heider
In Blog
Posted January 12, 2018

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 [...]

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 What Is Modern Portfolio Theory?
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By cirruswealth
In Interview Coverage
Posted January 12, 2018

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 [...]

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