John Frownfelter is the investments contributor for Practically Speaking and the Managing Director of Investment Solutions within the SEI Advisor Network. John is responsible for creating investment solutions and products for SEI’s advisors for use in meeting the investment objectives of high-net-worth individuals. He coordinates and liaises with SEI’s Investment Management Unit in order to align SEI’s investment solution with the SEI Advisor Network’s needs.
Want to know more about John? Prior to beginning his professional financial career, John served his country for six years as a specialist in the United States Army, he’s a proud dad to two boys, a former football player and now coach.
Recent posts by John:
Another year, another DALBAR QAIB to remind us that investors are often their own worst enemies. Here’s a summary of the latest report, along with the goals-based case for staying the course.
If you’re acting in an investment management capacity to your clients, it’s critical that you are confident in (and can document) the efficacy of your process. Here’s what it takes to build out and manage your investment infrastructure.
Yes, the Dow Jones Industrial Average recently hit a milestone. And yes, people have started referring to the DJIA as “the market.” But is it really a representative reflection of how the stock market as a whole behaves?
Higher interest rates are on the horizon, and many clients have been asking, “Why didn’t my portfolio keep up with the market?” Advisors may need to remind clients about the broad value of a diversified portfolio.
In our recent survey of high-net-worth and penta-millionaire investors, the questions focused on their perceptions of goals-based investing. The results might have you reconsidering your New Year’s resolutions.
We pay a lot of attention to taxes for good reason – and we think you should, too. Here’s a preview of what’s in our latest tax management white paper, including 4 steps you can take now to help build more efficient portfolios.
Investors are famous for putting too much weight on events they believe will impact the market one way or another. The fact is, events don’t impact the market; the market is impacted by the reaction of investors to an event. If your clients are feeling anxious about the President-elect and his impact on their portfolios, here’s what you can tell them.
Technology is helping wealth and asset management firms make customization easier and cheaper by the day. Add to that changing consumer demands, and it’s a perfect storm – and the perfect opportunity to grow your business. That is, if you are willing to rethink your product and market approaches.
The outcome of the next U.S. presidential election is (apparently) anyone’s guess. Can the same be said for its impact on the stock market?
My manager/fund isn’t performing well… or is it? Many of us have a process we use to determine if a fund or manager is good – but the truth is, many times, that process is flawed. Let’s look at some of the common pitfalls in evaluating investment performance.