Thoughts on Predictions and the 2016 Election
By Alex Potts
This blog is from our November issue of Portfolio Perspectives. As the 2016 election results were coming in on the night of November 8, stock market futures seemed to point to a large stock marke... Read more
Are You Ready to Become an Exceptional Retirement Advisor?
“Are you fully prepared to support your clients’ needs all the way through retirement?” This was the challenge that educator and retirement authority Barry LaValley threw out to almost 200... Read more
Talking to Your Clients about 2014 Performance
For some of us, 2014 performance has been more difficult to explain to clients than 2008, and I understand why. U.S. Large Cap indexes, the ones our clients zero in on, have been up over 10% for... Read more
Give Up, Throw Up or Stay the Course: What To Do When the Market Drops 20%
Like death and taxes, bear markets are unavoidable. The only question is when? Next week, next month or several years from now?... Read more
Does Your Marketing Measure Up? A Self Diagnostic
Do prospective clients compliment you on your website? Or do they leave after one click? Do clients beg to bring friends to your events…or beg off from attending your 17th Annual Prime Rib Fiesta... Read more
Why St. Patrick’s Day Is Nothing Like Your Advisory Business
March is one of my favorite months of the year because of the celebration of St. Patrick’s Day. Let’s take a look at some of the St. Patrick’s Day traditions that are fun but have no place in an... Read more
Staying Invested – Even at New Market Highs
It can be very hard to start investing or stay invested when financial markets reach new highs. Our intuition tells us that after a long period of sustained performance maybe “we’re due for a cor... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- Why Are You Buying Gold? Source: Siegel, Jeremy, Future for Investors (2005), Wi...
- The Effect of Diversification <!----> This blog is from the May issue of Por...
- Volatility Clustering FAQ What is volatility? Volatility is the rate at which...