Why Uncertainty Might Just Be an Investor’s Best Friend
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
Great “Client” Expectations
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
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
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
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals
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
Dr. Harry Markowitz Honored by Loring Ward
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
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
- 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...