The Classroom

We believe strongly that education can improve long-term investment success.

The investment world can be confusing and intimidating for clients. We all should have received a course in school about investing to help us understand it better. Most of us never did.

So we created some short videos to help clients become more successful investors.  They address some of the basics of investing, financial planning, and the value that financial advisors can provide.

The information provided is:

  • clear and concise—anyone can understand it
  • objective—the goal is to educate, not sell

Feel free to share these videos with your clients.

 

 

Investor Education Series Introduction

Introduction

May 3, 2016

Make It Personal, Investor Education Series

Make It Personal

May 3, 2016

Understanding Risk-Investor Education Series

Understanding Risk

May 3, 2016

The Forum

We believe strongly that good communication is the foundation of good relationships. The following information will help you understand who we are and how we see the world.

 

Understanding Direct Indexing

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.

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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.

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The Ticking TAMP Timebomb

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.

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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.

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Let’s Bury the Term TAMP

August 6, 2021 | Advisor Perspectives

It’s time to toss the TAMP term. It has served its purpose and is ready to be superseded by terminology that is more descriptive, has more practical utility, and is not misleading.

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The Value of Values

January 29, 2021 | WealthManagement.com

Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.

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The Corona Virus Broke the Weighing Machine

April 6, 2020 | Advisor Perspectives

COVID-19 triggered a rapidly unfolding story of human tragedy and economic devastation. It also unleashed a disturbing volume of content masquerading as objective analysis. Much of it is just a smoke screen to advance personal and corporate agendas. My inbox, clutter and junk files are full of thinly veiled attempts to gain from, or capitalize … Read More

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