Navigating Market Uncertainties
It’s been an interesting first half of the year. Markets performed very well in the face of continued Fed tightening, calls for an imminent recession, a regional banking crisis, debt ceiling debate, and drama around an 11th-hour deal to avoid a default on U.S. debt.
The Independent Advisor’s Guide to Pitching High Net Worth Clients
We believe one of the most important yet overlooked aspects of winning high net worth clients is putting together a pitch that creates trust, confidence, and comfort. Drawing on our experience of meeting with high net worth clients for over 35 years, we’ve compiled this guide to help you.
Navigating Mid-Term Elections: Smooth Sailing or Choppy Waters Ahead?
Trade tariffs, feuds with the Fed, Russia investigations…Today’s political environment is anything but ordinary. What should investors expect ahead of this year’s mid-term elections?
What Clients Want: The Case for Collaborative Portfolio Construction
Today, people want and expect to be informed and active participants in the products and services they buy. This is a huge benefit to your practice if you embrace the process of collaborative portfolio construction. From an investment standpoint, the end result is a personalized portfolio centered around the client’s needs, built to last for the long term.
Health Tracking vs. Wealth Tracking
The industry is rapidly shifting towards an outcome-oriented, goals based investing framework and the way we decide to report information to investors will have consequences, for better or for worse.
Trump Wins, Trump Wins — Uh-Oh, What Now?
Wow. Our Brexit moment! We just witnessed a political revolution in the U.S. that hasn’t been seen since Ronald Reagan in 1980. Now what do we believe this means for the markets and the economy?
Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their investments, they run the risk of making impulsive or emotionally fueled decisions.