Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
Seeking Income in a Market When ‘Winter Is Coming’
"Game of Thrones" and two accomplished pro coaches—Steve Kerr and Jim Harbaugh—provide insights into where to invest now and what to watch for.
6 Social Media Strategies for Advisors
Not sure how to get started on social media? Overwhelmed by the options or the perceived time soak? Help is here.
Cash Is No Longer King—and Never Should Be
If your goal is to preserve your wealth, maintaining exposure to the markets is a better option than keeping money in cash.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 3: U.S. Large Cap Value
Running my screens using Morningstar Direct data found that indexing the large cap value space has similar challenges to indexing large cap growth.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
3 Myths of Retirement Investing
Rod Greenshields of Russell Investments sees three widespread myths that threaten the financial health of investors, particularly those in or near retirement.
ProfitScore’s Fixed Income Approach Sets It Apart
John McClure’s most popular strategy and, based on recent market action, the most timely, is his Long/Short U.S. Treasuries Index.
The Best Way for Advisors to Stand Out
Don’t hide your passion for what you do under a basket, advisors! Passion is contagious: your employees and clients will thank you.