SMA Manager of the Year Jon Christensen on Valuation and Business Analysis
“We want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles,” Kayne's Christensen says.
SMA Manager of the Year Todd Solomon on Beating Passive Investors
Congress Asset Management uses a strategy best described as “steady as she goes.”
SMA Manager of the Year Matt Patsky on the Mainstreaming of Impact Investing
Ten years from now, everyone will be an impact investor, says Matt Patsky of Trillium Asset Managment.
SMA Manager of the Year Dan Meyer on Hitting Home Runs
Today, portfolio managers tend to concentrate on short-term performance that “has a tendency to hit home runs,” says Pacific Income Advisers' Meyer.
SMA Manager of the Year Brendan Clark on Diversifying Your Methodology
“Obviously, we believe in diversification of asset class, but we take it one step further and even diversify our methodology," says Brendan Clark of Clark Capital
SMA Manager of the Year Andy Bischel on Market Dysfunction and Fundamentals
“Markets routinely overshoot the true change in the underlying fundamentals, whether it's earnings deterioration or a valuation issue,” SKBA's Bischel says.
Essential Advisor Mehul Mistry on Being the Grownup in Client Relationships
“Part of being a planner is being a psychologist, being a counselor, sometimes being a parent to our clients,” Mistry says.
Essential Advisor Kyle Imhof on Educating Clients
“A big part of our methodology and our mission is serving other people,” Imhof says.
Will It Last As Long As Your Clients Do?
1 in 7 men and 1 in 4 women are expected to live to age 95. That’s a long time to live without enough retirement money. Life insurance is first and foremost for the death benefit protection. Learn how it can also be used as part of a diversified strategy...
Leaving a Family Legacy
After a lifetime growing a family business, Joanne & Frank Venezia come to terms with their legacy. They want to be fair financially to their three kids, while making sure there’s enough for their own retirement.