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.
August 4, 2014 | Financial Advisor
What a fine French restaurant can teach us about serving clients.
October 22, 2013 | Advisor Perspectives
A closer look at how “science” and reality are not the same thing in the investment world.
July 3, 2013 | Financial Advisor
A lesson in why it is important to continuously examine our most fundamental assumptions.
February 20, 2013 | Financial Advisor
Don’t let gloom and doom in the headlines drive your investment decisions.
February 6, 2013 | Financial Advisor
The problem with trend-following investment systems.
January 4, 2013 | Financial Advisor
Academic studies about active managers don’t pass the “real world” test.
March 30, 2012 | Financial Advisor
To build good portfolios you need the right tools and you must use them correctly.
March 11, 2012 | InvestmentNews
MPT is not broken. It’s just used ineptly by many practitioners.
February 14, 2012 | Financial Advisor
Tongue-in- cheek commentary about the lack of cooperation among our political leaders.
February 3, 2012 | Financial Advisor
Ten rules to help you avoid investment disasters.
December 2, 2011 | Financial Advisor
Why it’s important to continuously question “truth” in the investment world.
November 1, 2011 | Advisor Perspectives
Why betting on the end of the world is a losing investment strategy.
September 2, 2011 | Financial Advisor
New research that puts small cap stocks in proper perspective.
October 4, 2010 | Financial Advisor
Every advisor who provides personalized financial advice should be subject to the fiduciary standard.
January 1, 2005 | ThinkAdvisor
Just as MDs promote health and wellness, advisors can foster wealth and well-being