Ideas & Tips 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 >
Digital 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 >
Marketing 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 >
Digital, Ideas & Tips 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 >
Digital Morningstar Ratings of Target Date Funds are Obsolete Free Target Date Fund Prudence Ratings Read More >
Marketing What Investors Really Want from Their Financial Advisors In his popular book What Investors Really Want, Professor Meir Statman draws analogies between... Read More >
Digital A New Leading Indicator of Stock Market Direction A new leading indicator of stock market direction is pointing down right now Read More >
Digital, Ideas & Tips 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 >
Marketing 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 >
