Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Under the Hood: The US Fractional Reserve Banking System
The history of money, how it's valued and how leveraging bank deposits creates additional capital.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
Under the Hood: What You Need to Know About Bond Duration and Convexity
Both the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
3 Scary Questions on the Global Economy
Clients and friends have raised questions about the state of the global financial system. Here I'll attempt to address their concerns.
2 ETF Plays to Ride the Euro-Coaster
As advisors, it's up to us to act when opportunity strikes. Here’s how I’m acting on the recent Swiss and European currency news.
4 Steps to Get a Client—and a Prospect—to Trust You
Exploring why a client or prospect may have difficulty trusting an advisor, and what you can do about it.
Under the Hood: Bond Investing—Preparing for Rate Increases
When rates rise, what bonds do you want your clients to be holding? A look at the options.
How to Invest When Cash Pays Nothing, Dollar Is Strong and Oil Prices Are Sagging
I’ve been buying stock ETFs on dips and backstopping them with trailing stop orders, but is that enough?