Quality Control: Three Questions for Stocks in a Changing World
Existing-Home Sales Slip in January
Weekly Gasoline Price Update: Regular and Premium Down
Treasury Yields: A Long-Term Perspective
World Markets Update
The Optimal Combination of Self-Confidence and Self-Awareness
I meet hundreds of advisors every year. The extremes fall into two categories: supremely self-confident and supremely reticent. Self-confident advisors are typically extroverts. Reticent ones are often introverts. Which personality type is more likely to be a successful advisor?
How to Create a Successful Lead-Nurturing Campaign
I will cover the details about the ”how-to” of lead nurturing and provide you with the actionable steps and even a few checklists and templates to get you started.
The Four-Step, No-Cost Solution for Lousy Social Media Response
You post what you think is a genius article to your LinkedIn page and what do you get? Two likes, and one of them is from your mother. Not the target audience you wanted. Here’s a zero-cost solution, including an example of how I recently landed a new client with it.
Coaching Difficult Behavior
Investors are Paying the Price for the Fed’s Experiment
Madeleine Albright on Devin Nunes, Dennis Rodman and America’s Biggest Threats
The Tech Landscape: Results of the 2018 Technology Survey
How to Rescue an Underfunded Retirement
A Contrarian View of the RIA M&A Boom
How to Find Great Hires
Six Legal Risks that will Zap You when Publishing Content
A Referral Opportunity Advisors Rarely Recognize
Little Ado About Volatility
Spikes in volatility levels can impact returns on a fund’s portfolio. The low leverage point for Portfolio+ ETFs provide for relatively minimal impact of negative compounding over time for long-term investors.
As Good As It Gets: 2017 Annual Review
With robust economies and strong financial markets heading into 2018, this may be as good as it gets. But that can be taken in two ways — either things have never been better or things will never be better. It is a subtle but important distinction. The first carries an optimistic tone; the other assumes a more pessimistic connotation. Investors are lining up on both sides as they assess the prospects for 2018. This paper reviews market conditions from a variety of angles.
The Risk Contribution of Stocks
Most investors tend to believe that stocks are a good—perhaps even the best—investment in the long run. However, the reason for expecting good performance from stocks is perhaps not always clearly articulated: Quite simply, it is because they are risky. “The Risk Contribution of Stocks” is Part 1 of a 3-part series.
The Importance of Asset Allocation vs Security Selection
Virtually nobody disputes that Asset Allocation has the greatest impact on portfolio performance and yet most Advisor-designed portfolios are dominated by active funds trying to “win” through security selection.
If you want to construct resilient portfolios that can thrive under most market conditions (including periods like the 2008 Global Financial Crisis), it’s time to consider global adaptive asset allocation. We’ve prepared this exclusive whitepaper to explain why. Don’t miss it!