The three main things we look for in a financial advisor are a stable track record, a consistent growth rate in assets and a focus on high net worth clients.

Modestly weaker-then-expected capital goods orders data suggest a slight shift in growth toward Q4 away from Q1 but the simple fact is that the data clearly suggests that factories are going to be humming throughout Q1.

We have had an extraordinary period of job growth the last four months. The bond market is always worried about higher growth, and the equity market is concerned that the Fed might be more likely to overshoot, and take rates too high.

Personal credit history is also relevant - particularly to the extent that any issues in this regard are reflected on the broker's record.

We must be comfortable with the kind of business an advisor has run over time. If there are any issues, we require a detailed explanation and consider these issues when making our hiring decisions.

[Citing] decades of dumb growth ... This agenda is for such leaders.