Two Lessons from a Jar of Jellybeans
October 19, 2023 | Advisor Perspectives
What the beans are telling us.
Articles By Us
Forum Articles in Category: Articles By Us
Chip & Skip’s Excellent Adventure Marches on in Jackson Hole
August 22, 2023 | Wealthmanagement.com
For some, a good challenge and a good time beat the deathly drone of sponsored sales pitches disguised as educational sessions.
Understanding and Communicating an Advisor’s Value
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
Work With Your Clients, Not Your Portfolios
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. <
Hey Fiduciaries! Don’t Forget Who You Are
August 3, 2023 | Wealthmanagement.com
Lest the noisy wheels of commerce drown out the voice in your head that tells you to focus on your clients above all else.
Market Timing: The Sweet Dream That Never Comes True
June 30, 2023 | Wealthmanagement.com
Market timing works just enough to give you hope, but not enough to improve performance over the long term.
June 15, 2023 | Wealthmanagement.com
AI is off to a poor start in this race.
What Retirement Planning is Really About
June 12, 2023 | Rethinking 65
Choosing how we spend our time is most important, says this advisor in the eighth decade of life.
What Not to Do When Clients Freak Out
June 9, 2023 | Advisor Perspectives
I can tell what the investment environment is just by looking at the emails that get caught in my “junk” file. The detritus there lately tells me it’s grim.
Do Clients Really Want Personalized Portfolios?
May 30, 2023 | Wealthmanagement.com
Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.
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.
Helping Clients Understand Inflation
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.
Ignore the Gurus and Educate Your Clients
February 1, 2022 | Advisor Perspectives
It’s guru season again. Every year we drown in predictions from the so-called gurus about how the markets and the economy will perform in the coming year.
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.
When You Buy Cryptocurrency, You Own Nothing
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.