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March 2, 2017
Why Uncertainty Might Just Be an Investor’s Best Friend

By J. William G. Chettle

This blog is from the March issue of Portfolio Perspectives. With many stock market indices at all-time highs, Washington awash in political turmoil and unsettling news around the globe, many inv... Read more

Investing

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January 20, 2017
Financial Risk through a Wide-Angle Lens

By John Scruggs

This blog is from the January issue of Portfolio Perspectives. The world is risky. The future is uncertain. And many of the decisions we make can have a profound impact on our future welfare. Thi... Read more

Investing

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January 10, 2017
Did You Earn 40% in 2016?

By Matthew J. Carvalho

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. That sounds like a crazy question, right? CDs, savings accounts and many bonds are paying next to n... Read more

Investing

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November 29, 2016
Great “Client” Expectations

By Michael Noland

Guest author Michael Noland is a financial advisor and managing partner with Integrated Financial in Tulsa, Oklahoma. One of the things I tell my clients is that if I’m doing my job as their advi... Read more

Behavioral Finance / Investing / Practice Management

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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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November 11, 2016
Helping Your Clients Stay Calm Even When Markets Are Not

By Alex Potts

Since many of you may be getting questions about what the election results may mean for client portfolios, we have put together some resources to help educate clients and provide perspective. The... Read more

Behavioral Finance / Practice Management

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October 12, 2016
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.   The problem with good advice is that it tends to be boring, especially when it comes to your p... Read more

Investing / Retirement

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September 28, 2016
Dr. Harry Markowitz Honored by Loring Ward

By J. William G. Chettle

Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences i... 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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August 24, 2016
Flip a Coin and Learn About Your Portfolio

By Payel Farasat

<!––>This blog is from the August issue of Portfolio Perspectives.   Even if you don’t consider yourself much of a gambler, you probably can answer this question correctly:... Read more

Investing

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