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.
January 24, 2018 | Financial Advisor
Why advisors should demand truth-in-labeling rather than a uniform fiduciary standard.
January 2, 2018 | Financial Advisor
Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client profiling.
December 27, 2017 | WealthManagement.com
Year-end thoughts on how to thrive in the new world as the old one melts away.
October 18, 2017 | WealthManagement.com
In investing, a substantial performance advantage comes from things you can control: simple portfolio construction and low-cost funds.
September 12, 2017 | WealthManagement.com
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it’s coming.
August 17, 2017 | Investment News
What if a human adviser dispensed portfolio recommendations based solely on the answers to 10 or 12 written questions?
August 11, 2017 | WealthManagement.com
The idea that asset management is a mindless endeavor devoid of skill, art or judgement is a harmful one. Even cheap, automated strategies have varied outcomes. The humans behind the machines still matter.
August 10, 2017 | ThinkAdvisor
I’m the guy you would call once you’ve decided to make a video. Now, don’t make me hate you.
August 1, 2017 | Financial Advisor
Like it or not, there is an increasing focus on fees in financial services. This is due, among other things, to the rise of passive investing, the emergence of robo-advisors and the adoption of the DOL fiduciary rule. Clients are getting the message: What they pay makes a big difference over time. In response, many … Read More
July 10, 2017 | Advisor Perspectives
Do you get more by paying more? Is bigger really better?
June 21, 2017 | ThinkAdvisor
If you’re thinking about outsourcing, read this first.
June 1, 2017 | Financial Advisor
We sometimes forget Robos are not technology companies.
February 28, 2017 | RIABiz
Robos no doubt are tireless machines that perform tasks like tax-loss harvesting at a higher frequency than RIAs. But at what cost?
February 10, 2017 | RIABiz
Advisors who truly aspire to be part of a respected profession need to oppose the furious efforts to revive the commission-broker ethos from the top seat of government.
February 1, 2017 | Financial Advisor
The world, as usual, is rapidly changing and we must change with it or be left behind.