Browsing articles in "Advisor Goals-based Investing"

Micro Robo-advisors: The Little Big Idea

Aug 23, 2016

Investors crave simplicity, and there is no shortage of innovation in the area of robo-advisors. But let’s get small for a moment – micro robo-advisors are becoming a hit with the younger generation, expanding the robo concept from not just how you should invest, but making it easy for you to save in the first place.

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Breaking the Mold: How Millennials Have Altered the Investor Life Cycle

Aug 16, 2016

We all know the traditional investor life cycle – growth, stability and distribution. But for the new generation of investor saddled with debt, this outdated model just doesn’t cut it. How are investors supposed to grow their assets when they’re sitting in a net negative position today?

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Part 2: “It’s Complicated” – Our Relationship Status with Active vs. Passive Investing Approaches

If the past 7 years have shown us anything, it’s that there are 5 characteristics that provide a tailwind for passive management and headwind for active management. But does that mean it’s time to jump on the passive bandwagon?

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“It’s Complicated” – Our Relationship Status with Active vs. Passive Investing Approaches (Part 1)

The debate has raged for decades – is active investing better (or worse) than passive investing? The answer actually isn’t so cut and dry. A look at a few different asset classes across fixed income and equity explains why.

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The Power of Conviction: The Potential Tradeoffs of Belief Investing

Investing in things you believe in is noble, but it’s not without potential tradeoffs. As you help your clients make investment decisions, you can help them weigh their options by discussing the 3 constraints that belief-based investing may place on their portfolio.

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What Are the Odds that Investing is Like Gambling?

When I decided to write on this subject, I already knew the answer: investing is nothing like gambling. But the more I looked into it, the more similarities I found. So which is it?

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When Diversification “Fails”… Diversify

Diversification remains a great way to help manage risk while gaining exposure to the broad markets over time. But a nervous client may not see that. Here are some examples you can use to help explain variability in asset class returns, as well as the consistency diversification can add over time.

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Continuous Client Service – It’s Time to Differentiate Yourself

Apr 29, 2013

It’s happening again!  Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered […]

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Set Yourself Apart by Walking Out.

Jun 12, 2012

Last week, I spoke at a Broker-Dealer conference. I really enjoy attending these meetings and, by all accounts, so do most advisors. These conferences have the potential for great networking […]

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Crisis Breeds Opportunity By Matt Oechsli

Sep 14, 2011

Right now we have a breeding ground for strengthening current client relationships and developing new client relationships (rainmaking).  But you need to take the time to understand the wants, needs, […]

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