12 Ways to Protect Your Investments Portfolio from Losses We are currently seven years into a 200% stock market recovery that began in 2009, one of the... Read More
The New Definition Of An Investment Manager's Success In the "good old days," investment managers had two shots at winning. They could beat their index... Read More
Are Robos Fiduciaries if Providing Financial Advice/Services for Fees? Very few investors, individual or institutional, know there are two ethical standards for financial... Read More
Hedge Fund Peer Groups Are Hazardous To Your Wealth Hedge fund peer groups are nonsensical because hedge funds are unique. The definition of “unique”... Read More
Morningstar Ratings of Target Date Funds are Obsolete Free Target Date Fund Prudence Ratings Read More
The S&P500 is Not Smart. Smart Beta and Smart Alpha Are. Core-satellite investing has been embraced as a way to diversify and to lower costs, but the S&P500 Read More
Financial Advisors, Be Original to Stand Out in the Crowd There’s an upcoming $30 trillion wealth transfer predicted by Accenture. So, more financial... Read More
Markets Opportunity is Knocking - Our 90 Year History This is the third, and last, segment of my 3-part commentary. Part 1 discussed 2015 and the past 5... Read More
How to Build Your Virtual Marketing Team Just like running a successful business, your marketing requires a variety of different talents... Read More
