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.
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.
January 30, 2017 | ThinkAdvisor
A new regulatory model is needed for today’s—and tomorrow’s—robo-advisors.
January 23, 2017 | RIABiz
Enough feeble excuses and convoluted rationalizations for delaying DOL rule.
December 15, 2016 | ColoradoBiz
Don’t fumble your retirement.
December 8, 2016 | FundFire
Building a solid portfolio is only half the battle
December 1, 2016 | Financial Advisor
Financial illiteracy is a big problem in America, and it has huge ramifications for advisors.
November 22, 2016 | ThinkAdvisor
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
September 6, 2016 | Advisor Perspectives
All investment decisions involve uncertainty. No matter how hard we try, we can’t make it go away.
August 17, 2016 | ThinkAdvisor
The key to investment success is helping clients understand their environment.
August 2, 2016 | Investment News
Instead of giving them a performance edge, we may be digging a performance hole that clients have to climb out of every year.
July 14, 2016 | Financial Advisor
The traditional AUM fee schedule is a dinosaur.
June 24, 2016 | Advisor Perspectives
A blueprint for building the “perfect little portfolio”.