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.
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.
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 It has served its purpose and is ready to be superseded by terminology that is more descriptive, has more practical utility, and is not misleading.
June 8, 2021 | WealthManagement.com
Market gurus have been trying to write the obituary for the humble 60/40 portfolio for many years. Yet the simple formula lives on and continues to produce solid results.
February 25, 2021 | WealthManagement.com
Starting a new firm? What to expect—and how to survive the experience.
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.
October 3, 2020 | WealthManagement.com
If someone offers to part the velvet ropes and grant you special access to “institutional quality” investment management, smile politely and head for the hills.
September 2, 2020 | Financial Planning
Taking on the mantle of a fiduciary under ERISA isn’t as easy as expanding a client niche.
April 21, 2020 | WealthManagement.com
The second in a two-part series looking at how financial advisors can improve their business during the current coronavirus crisis.
April 20, 2020 | WealthManagement.com
It makes no sense to be working harder than ever for clients but be paid less.
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
January 27, 2020 | WealthManagement.com
Including international investments in a portfolio ensures investors will always have exposure to the markets that are performing the best.