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.
April 19, 2019 | Financial Advisor
Hiring a TAMP is not the same as choosing a phone service or financial planning software provider.
April 16, 2019 | WealthManagement.com
The brokerage industry loves Regulation Best Interest. Investors shouldn’t.
April 1, 2019 |
We questioned everything. The result is simple, but elegant portfolios for long-term investors.
January 18, 2019 | WealthManagement.com
Advisors, beware of vendors offering “soft” practice management services that are meant to help your business more than your clients. The SEC is watching.
November 29, 2018 | ThinkAdvisor
An increasing variety of fee structures is a boon for previously underserved clients — or in this case, advisors.
November 27, 2018 | 401K Specialist
Plan fiduciaries are held to a high standards. The liabilities for failing to meet those standards can be, well…serious
August 20, 2018 | RIABiz
This year the Excellent Adventure crew assembled in Girdwood, Alaska for a trek up the Crow Pass Trail, which meanders through a rain forest inhabited by black bears, grizzly, and moose.
August 17, 2018 | Advisor Perspectives
You may not win a Pulitzer Prize by following these guidelines, but they will help you more effectively communicate about the issues and ideas that are most important to you and your clients.
July 9, 2018 | WealthManagement.com
Why did the SEC choose the road less traveled?
June 13, 2018 | WealthManagement.com
Both the DOL and the SEC turned a concept that is simple enough to be captured in a fortune cookie into an indecipherable instruction manual. It’s time to re-simplify what a fiduciary is.
June 1, 2018 | WealthManagement.com
Unreturned phone calls and emails, not portfolio performance, are the top reasons clients fire their financial advisors, according to research.
May 25, 2018 | Advisor Perspectives
In an ever-changing world filled with new technology and tools, there are some things that a robot will never be able to do. Find out how to navigate the future to position you and your practice for success.
March 7, 2018 | Financial Planning
When it comes to investment products, everybody gets paid.
February 20, 2018 | Investment News
Model marketplaces make asset management services more widely available, but the model portfolios they offer are far from interchangeable.
February 9, 2018 | WealthManagement.com
The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose.