Advice That Could Kill Your Clients
Much of the advice you provide is geared towards planning for retirement and insuring your clients are able to maintain their quality of life after they stop working. Here’s what you may not know: There’s compelling data showing a link between early retirement and death.
Does Focusing on New Sales Have to Hurt Existing Clients?
I have been very successful establishing high-value relationships and keeping clients happy. But lately our management has been focused on new sales. How can we strike an appropriate balance between driving new revenue and maintaining our existing relationships?
Obesity and Its Role in Retirement Planning
Here is the number one lie that advisors tell themselves and the rest of the world about retirement: Nowadays people are living until they’re 90!
What You Get if you Cross Buffett, Branson and Jobs
Venerated Voices™ Q2 2018 Rankings
How a Facebook Founder Wants to Solve Income Inequality
Why Factors Premiums Should Persist
Insights from Vanguard on the future of low-cost active management
The Size Effect is Not Dead
Looking Back at Jeremy Siegel on the Business Cycle and the Markets
What an Aunt and a Mother Know About Converting Prospects
Robo-Advisors are not Robo-Planners. Yet.
No Posts 7/18-7/24
Weekly Gasoline Price Update: WTIC Drops Almost 8%
World Markets Update
The Big Four Economic Indicators: June Real Retail Sales
Unless the Fed Changes Course, a 2019 Recession Collision Is the Most Likely Outcome
Not Dead Yet: What Many Investors Get Wrong About the American Mall
Convertible Securities: Reason for Optimism in 2H 2018 and Beyond
The Integrated Core Approach to ESG: The Case for the Next Generation of ESG Investing
The merits of ESG investing have been trumpeted for years. So why have asset flows to date lagged across retail and advisor channels? We believe that a disjointed array of investment approaches and weak risk-adjusted performance versus non-ESG alternatives has inhibited uptake. However, we also believe that the mainstream investor marketplace is eager for ESG products that combine an integrated approach to ESG best practices with enhanced risk-adjusted returns.
2018 Midyear Outlook: Growth and Markets Picking Back Up
In his latest market outlook, Commonwealth CIO Brad McMillan suggests there will be faster economic growth and market appreciation in the second half.
Investment Outlook July 2018
Momentum in the US economy relative to the rest of the world should keep the Fed on its current path to higher short-term interest rates.
Vanguard’s framework for retirement planning
Vanguard’s retirement planning framework allows retirees to prioritize their unique needs and align their financial resources to achieve their goals and mitigate risks.