The Flaws in Buffett’s Favorite Stock Market Indicator
Even if you deem the market-cap-to-GDP ratio worthy, remember stocks can remain overvalued or undervalued for a prolonged period before reversing course.
My Personal Fund Screening Process
Using the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
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.