Welcome to “The Summit,” the official First Ascent blog.

If you’re looking for ways to build your practice, investment insights, or advice on how to communicate more effectively with clients and potential clients, then you’ve come to the right place.

 

What Are Factors? Factors are characteristics common to a group of securities that help explain their returns. These characteristics are distinct and quantifiable and give rise to similar patterns of performance among the securities within the group that distinguish them from other securities over time. Decades of academic research has identified hundreds of factors. There … Read More

Scott's Column

There’s a growing gap between what we know and what we feel.  We know that avoiding panic and staying in place is the best strategy during turbulent markets.  History shows that patient investors are always rewarded, and market timing is a futile exercise. Yet our emotions tell us it’s time to do something.  This excellent … Read More

Scott's Column

TAMP users beware!  There is a disturbing trend in our industry that may get you in trouble with the regulators if you’re not careful. Everything Was Fine Until… It all started innocently enough.  In the “early days” (early 1990s) there weren’t many TAMPs, and their investment offerings were quite different.  Advisors chose which TAMP they … Read More

Scott's Column