Browsing articles in "Advisor Goals-based Investing"

Are We There Yet? When Does the Market’s Trip To New Highs End?

The ongoing bull market climbs on, but for how long? Here are possible reasons why it could continue and the reasons why it could not.

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Feelings, Nothing More Than Your Clients’ Feelings (About Risk)

Knowing your clients’ risk profile is important, but understanding how your clients FEEL about those risks could be the key to longer, stronger client relationships.

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4 Reasons to Stay Bullish About this Bull Market

The saying, “You can never have too much of a good thing” is usually followed by, “Nothing lasts forever.” When you consider the current bull market began in March 2009, you (and your clients) may be wondering when this bull will expire.

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DOL: Are You a Dinosaur, a Luddite, or a Well-intentioned Straggler?

Jun 22, 2017

Like it or not, the trend is moving toward more fiduciary regulation. Will you fight against the riptide (and potentially drown your business in the process) or survive it by moving in parallel?

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Why Diversification Rarely Wins, but Rarely Loses

The story of relative stability may not be an exciting one, but that’s sort of the point. Here’s why we think diversification is the right approach.

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For S&Pete’s Sake: How to Get Your Clients to Break Up with This Index

Are indexes like the S&P 500 mucking up your conversations with clients? What they don’t know about benchmarking could hurt – both their investments and their opinion of your value. Time for a reality check.

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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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