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

May 3, 2016

Make It Personal, Investor Education Series

May 3, 2016

Understanding Risk-Investor Education Series

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.


 

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

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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

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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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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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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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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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