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.

 

Given the market activity we have experienced recently, we thought it would be a good opportunity to share our views and hopefully provide a little useful perspective and insight. In short, we really view this as a natural and probably necessary pullback in the markets. Through September 30th, US stocks were up more than 17% … Read More

Investment Management

“You better start swimmin’ or you’ll sink like a stone for the times they are a changin’.” –Bob Dylan Last time we talked about how technology is changing the game for advisors. To sum up, in the future, the traditional cornerstones of your value proposition like investment management, portfolio rebalancing, tax loss harvesting, and financial … Read More

Scott's Column | , ,

This article also appears in the Journal of Financial Planning: Practice Management Blog. The emergence of low-cost investment solutions like robo-advisers and model marketplaces has elicited statements by earnest pundits about the “commoditization” of asset management. These well-meaning observers misunderstand the significance of what is happening in our industry and are planting the seed of … Read More

Scott's Column