Associate / East Region
A quirky blend of analytic and creative, shoe obsessed, non-fiction book nerd. Shelly loves her morning routine of yoga, coffee and cuddles with her kiddos.
AGE I BEGAN
A Teacher and
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
Let’s Have a
With ChatGPT all the rage for the past six months, Dan Russo, CMT, thought it was time for him to take it for a spin.
Should You Be Numb To
If we were in the business of selling narratives (which we’re not) this is the one that we would be pitching.
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
A Message From
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
Shelly Brockman is a connector, educator and community builder with a passion for strategy. She focuses on creating the optimal experience for each advisor relationship and being a champion for their goals.
Life Philosophy: Success is not a universal definition.
- horseback riding 80% 80%
- paddle boarding 95% 95%
- running 75% 75%
CONNECT WITH ME!
DM < EMAIL