Why is Lead Generation Difficult for Financial Advisors? Every advisor in America would make more money if they had more qualified leads to talk to each... Read More
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
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
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
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
Managing to Objectives Using Post Modern Portfolio Theory by Dr. Frank Sortino and Ron Surz Read More
