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Forum Articles in Category: Articles By Us

August 22, 2023 | Advisor Perspectives

“The oldest and strongest emotion of mankind is fear, and the oldest and strongest kind of fear is fear of the unknown.” —H. P. Lovecraft (1927) The studies have it wrong There are two types of studies that explore the value that advisors provide to their clients. The first examines the variou

Articles By Us

August 8, 2023 | Advisor Perspectives

You only have so many hours in the day. How are you going to spend them? Here are some facts that might help you decide: Shown below are the returns of the S&P 500 Index for the last 25 years, over various time periods ending June 30, 2023. Both cumulative and annualized returns are presented. <

Articles By Us

February 25, 2022 | Advisor Perspectives

Direct indexing portfolios are broadly diversified portfolios of individual stocks that are personalized to meet the needs, values, and preferences of an investor.

Articles By Us

February 3, 2022 | Advisor Perspectives

Experts disagree about whether the current rise in inflation is temporary or will be with us for an extended period. Either way, your clients have questions that need answers.

Articles By Us

January 4, 2022 | Advisor Perspectives

Soon – within the next two years – the SEC will wake up and start holding financial advisors who use TAMPs to the same fiduciary standards they hold them to in selecting mutual funds, ETFs, and other investment products. When it does, many advisors will be in trouble.

Articles By Us

October 6, 2021 | Advisor Perspectives

Cryptocurrency is being repositioned to be more palatable to financial advisors and their clients. If you believe it is in your clients’ best interest to make an allocation to cryptocurrency, make sure they understand the nature of the asset they are buying.

Articles By Us