Morningstar Ratings of Target Date Funds are Obsolete

Free Target Date Fund Prudence Ratings

A New Leading Indicator of Stock Market Direction

A new leading indicator of stock market direction is pointing down right now

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

How to Attract Today's Investor - Infographic

Every RIA in America is watching the development of Robo and Virtual Advisor business models. They...

Will an Investor Select a Virtual Financial Advisor?

Editor's note: This blog article was originally published on December 9, 2015 and has been...

Custom Target Date Funds are Flaming Hot-- Don’t get Burned

[blockquote type="center"]Never test the depth of the river with both feet. --Warren Buffett...

How Traditional Financial Advisors Can Compete With Robo Advisors

Editor's note: This blog article was originally published on November 11, 2015 and has been...

7 Steps for Financial Advisors to Master the Media

Master the Media and Enjoy the Dividends Financial advisors, there is no better marketing...

Financial Advisors, Are You Ready? - Infographic

Yes, the Internet is finally beginning to impact the way investors buy advice and services from...