Articles from our Weekly Newsletters

Dan Fuss Warns of Geopolitical Risks and Higher Rates

Dan Fuss has established himself as one of the most respected bond investors in the industry over his 60-year tenure. In a talk last week, Fuss warned investors of geopolitical uncertainty and higher rates in credit markets.

Should You Invest with the Fund Manager of the Year?

Morningstar’s Fund Manager of the Year is one of the most coveted awards in the mutual fund industry. Indeed, fund companies devote enormous resources to promoting award recipients. But should advisors invest their clients’ funds with those winners?

The S&P 500 versus Cash Decision

The Fed will enter uncharted waters as it begins to reduce its balance sheet, in addition to raising short-term interest rates. How should investors respond?

Equity Market Valuations: We Haven’t Been Here Before

Are high-quality businesses as overvalued as the broader markets and will that bode ill for our future investment returns?

How to Meet Really Rich People

Here’s my shocking idea on the best way to grow your practice.

Venerated Voices™ 2017 Q3 Rankings

We have announced our Venerated Voices awards for commentaries published in Q3 2017. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

The Perfect Prospect Meeting

The perfect meeting maximizes the possibility of converting a prospect into a client. Here’s the ideal way to structure that meeting.

Six Keys to a Great Presentation

These crucial keys will make your presentation concise and powerful.

Why “either/or” is the wrong approach to active vs. passive

Combining both approaches may improve your investment strategy.

5 considerations for choosing an investment beyond just cost

Learn why cost isn’t everything.

Why Successful Advisors are Exiting the Business

When I talk to advisors whose businesses are growing, I am struck by the extent to which they’ve changed and adapted the way they work. It’s not just that the things that made you successful in the past won’t lead to success in future. More alarming for many advisors, continuing to do the things that you’ve done to this point is a guaranteed prescription for failure.

Beyond Better Sameness

With growing client expectations and very a competitive marketplace, financial advisors must continue to seek more and better ways to differentiate themselves, i.e., “beyond better sameness.”

When Partners Disagree

We made a mistake and put someone in a role that was over their head.

Powerful Lessons from a LinkedIn Post

LinkedIn has become an effective site for communicating between advisors, prospects and centers of influence. My recent experience illustrated how advisors should respond to inquiries from a LinkedIn contact.

Eight Rules for Developing the Next Generation of Leaders

According to Philip Palaveev, the most successful firms have the most talented and competent advisors and support staff. This doesn’t happen by accident. These firms are better at developing the skills of younger advisors and staff members. Here’s how they do that.