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November 16, 2016
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

Behavioral Finance / Investing

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September 14, 2016
Are You Ready to Become an Exceptional Retirement Advisor?

By J. William G. Chettle

“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

Behavioral Finance / Investing / Retirement

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April 19, 2016
The Best Time to Invest

By J. William G. Chettle

<!––>What are your clients worried about today? U.S. Presidential elections? The price of gas? Global markets? The Mid East? The Far East? The Fed? Volatility clusters?   A... Read more

Behavioral Finance / Investing

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February 26, 2015
Talking to Your Clients about 2014 Performance

By Sheldon P. McFarland

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

Behavioral Finance / Investing

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June 25, 2014
Give Up, Throw Up or Stay the Course: What To Do When the Market Drops 20%

By J. William G. Chettle

Like death and taxes, bear markets are unavoidable. The only question is when? Next week, next month or several years from now?... Read more

Behavioral Finance

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April 16, 2014
Does Your Marketing Measure Up? A Self Diagnostic

By J. William G. Chettle

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

Behavioral Finance / Investing / Practice Management

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April 10, 2014
The Best Time to Invest

By J. William G. Chettle

What are your clients worried about today? Crimea? China? Emerging markets? U.S. markets? Too much precipitation in the east? Not enough rain in the west? The price of eggs?   As a confident... Read more

Behavioral Finance / Investing

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March 16, 2014
Why St. Patrick’s Day Is Nothing Like Your Advisory Business

By Steven J. Atkinson

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

Practice Management

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February 26, 2014
Oops! Here We Go Again

By J. William G. Chettle

When will investors (and many financial advisors) learn the potential perils of chasing returns?   Take a look at the chart below showing flows into bond funds from 2009 through 2012. Billio... Read more

Investing

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February 20, 2014
Staying Invested – Even at New Market Highs

By Jerrod L. Foster

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

Behavioral Finance

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