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.
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.
October 19, 2023 | Advisor Perspectives
What the beans are telling us.
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.
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 various tasks an advisor … Read More
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. … Read More
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.
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.
June 12, 2023 | Rethinking 65
Choosing how we spend our time is most important, says this advisor in the eighth decade of life.
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.
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.
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.
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.
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.