Wealth Think

Some advisors are averse to even DISCUSSING the value of portfolio management, possibly believing that we all spend too much time talking as if financial planning and portfolio management are the same service--which they clearly are not.

“Past performance is not necessarily indicative of future results.” Just eight words that have been repeated enough in mutual fund marketing materials for investors to tune out their message; or perhaps they have chosen to ignore the most important of those eight words, the word NOT.

Until the Investment Adviser Registration Depository is adapted to handle the influx of advisors converting to state registration, not much will get done.

With advisors and investors focused on tax season, Ed Slott returns to financial planning with some quick answers on Roth IRAs, required minimum distributions, and what all this means before (and after) April 18.

Blogs, LinkedIn, Twitter? You’ll need a different writing style to succeed online.

Motivating staff and building relationships lead to success

What portfolio management activities provide the MOST value for your time/money/energy/attention, and which activities provide the LEAST value for your time etc.?

Lots of strong returns, but many investors are in the wrong place at the wrong time.

if you want to get the most out of your staff and in turn increase the growth trajectory of your business, you would be wise to view them as essential to your success.

The past few years have provided a stark illustration of the ability of markets to surprise. It may be that inflation is the next big economic challenge to make an unwelcome return. The limitations of the most popular inflation fighting vehicles are becoming too pronounced, and the risks from inflation are too real, for the status quo to continue to reign in portfolio construction.