Browsing articles in "Advisor Goals-based Investing"

The DALBAR QAIB: It’s Behavior (Not Performance) That Hurts Investors Most

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.

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Your Answer to “Why Haven’t My Investments Kept Up with the Dow?”

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?

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Higher Rates are on the Horizon – How Bonds Keep the Faith When Prices Fall

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.

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Exclusive Preview: Goals-based Investing Survey Results

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.

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Advisor Resolution 2017: Be Great at One Thing

The problem with any list of New Year’s resolutions is just that – it’s a list. What if, instead, you implemented a program around one goal, created accountability and made it a part of your daily life? I have a few ideas to get you started.

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Readers’ Choice: The Most Popular Posts of 2016 (Part 2)

Dec 27, 2016

In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]

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Readers’ Choice: The Most Popular Posts of 2016 (Part 1)

Dec 22, 2016

We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).

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Myths, Hidden Risks and the Fiduciary Rule

Dec 15, 2016

There are only 55 business days between the presidential inauguration and the implementation of the DOL Rule. Chances are good that the law will survive in some form, so you should plan for it – and avoid getting tripped up by fallacies about the rule.

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Multi-generational Planning: How One Advisor Keeps it In the Family

Nov 29, 2016

If your focus is on pre- (and post-) retirees, you are probably only serving a single generation. By bridging the gap between generations with value-added services, you can develop long-lasting relationships with your clients’ entire families.

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Trump Won: What to Tell Your Clients About Their 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.

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