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May 17, 2018
Setting Up Your Office So It Works for You and Your Clients

By J. William G. Chettle

Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more

Practice Management

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May 11, 2018
Are You Ready to Advise the Next Generation? Webinar May 15

By J. William G. Chettle

More than $40 trillion will transfer from baby boomers to their heirs over the next three decades, yet 95% of heirs intend to leave their parents’ advisor1. How do you establish strong relationsh... Read more

Practice Management

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May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more

Practice Management

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May 1, 2018
Your Office Is a Reflection of You. What Is It Saying?

By J. William G. Chettle

Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more

Practice Management

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April 5, 2018
2017: Another Bad Year for Expert Predictions

By J. William G. Chettle

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more

Behavioral Finance / Investing

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March 20, 2018
Feeling Nervous About the Stock Market? Watch This 3-Minute Video

By J. William G. Chettle

As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more

Behavioral Finance / Investing / Volatility

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January 2, 2018
5 Simple Ways to Protect Your Information Online

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  With major security breaches regularly in the headlines, such as the hacking of Equifax, Uber, Hya... Read more

Financial Planning

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December 20, 2017
Now Bring Us Some Figgy (Christmas) Pudding

By J. William G. Chettle

One of the very few glories of English cooking are its puddings. And during the holiday season, no pudding is more popular — or apropos — than Christmas Pudding (also known as Figgy Pudding). Thi... Read more

Practice Management

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September 28, 2017
International Investing Rewards Patient Investors

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  What a difference a few months can make. Whether it was Brexit, Grexit, worries about China or “expe... Read more

Investing

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June 13, 2017
Markets Reward Long-Term Investors — Most Stocks Don’t

By J. William G. Chettle

This blog is from our June issue of Portfolio Perspectives. The fundamental value proposition of active management is that skilled managers can successfully pick winning stocks (and avoid poor pe... Read more

Investing

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