Exploring Volatility With the Inventor of the VIX
Investing on behalf of clients is a challenge, but it becomes particularly challenging in periods of heightened volatility.
How an Advisor's Compensation Structure Affects the Client Relationship
Why a fee-based comp model is more beneficial to the advisor's company, the advisor and the client.
Earning Your Clients' Trust: Simple but Not Immediate
Caring for your clients can build trust over time, but you can build your business by being trustworthy.
A Subtle Benefit of Being an Independent Advisor
With no manager expecting higher “production” as you research stocks or bonds, you can actually pick what’s best for those clients.
Brexit, Italexit: Investor Stress? Yes. Buying Opportunity? Yes.
As with most negatively perceived market events, investors overreacted to the Brexit news. However, like every other overreaction, this one had a silver lining.
Brexit and Investing: There’s a Sale Going On!
Perhaps the most important lesson I’ve learned over the years: Some of the best investment opportunities are found after a market dislocation.
A Simple Software Decision-Making Process
When adding new technology to your firm, follow these simple steps to move your decision from the emotional to the rational.
Why Commodity ETFs Have Gone Off Track
Investors continue to search for alpha in one of the most challenging environments in nearly a decade.
The Benefits of My Chosen Financial Planning Software
While not perfect, eMoney allows me to model various common financial planning issues for my growing number of planning clients.
First Steps When a Client Couple Divorces
To begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.