Asset Allocation Software
Risk Management Strategies For Investors
The great Bear Bryant is well-known for the famous quote, “Offense sells tickets, but defense wins championships.” In simpler words, it is difficult for an offense to be successful without an effective defense. Although this thought generally applies to sporting events, it also holds true to a financial advisor’s investment strategy. Investing is no walk in the park. Just like…
Six Ways To Work Through a Volatile Market
Let’s rewind back to the start of 2016. Wall Street and the U.S. stock market was off to its worst start of a new year in all of history. But what exactly happened? Well, to start, oil prices then dropped to an all-time low in 12 years, which coincidentally happened before the media released that oil producing countries were ready…
Focus Areas For Sucessful Financial Advisors
As we have mentioned before, financial advising today is much different than what it used to be. The questions asked by advisors back in the day were ones that were centered around yielding large gains, but those questions were rarely answered with consistency. These questions are still debated throughout the media to this day — questions like: Where is the…
Common Investing Mistakes to Avoid
If you’re reading this blog, chances are good you’ve had some experience with financial investing. In fact, you may even be a financial advisor who tells people what to do with their money. You may already be aware of the most common mistakes that investors make, but whether you are or not, it is important to review them so they…
Seven Ways to Find Clients
At some point in their career, it is safe to say that every financial advisor will have difficulty building a customer base. As a new financial advisor, you have tried everything to find the right clients. Whether you have tried building a customer foundation through referrals, cold-calls, marketing, or networking you still may not have found the clients you were…
Tips to Defeating Industry Challenges as a Financial Advisor
Despite the best efforts of those who are involved, the financial sector continues to have a negative reputation for unethical and sleazy behavior. But why is the industry viewed negatively? Well, most people aren’t as knowledgeable about finance as they are other topics. In addition, the financial industry has been negatively viewed over a long period of time due to…
Common Acronyms of the Investment World
The investment world is a bit like the medical one; we’ve got lots of acronyms! While shortening long terms to their first letters makes it easier to get through a conversation or email, it can have the opposite effect if you don’t know what those acronyms actually mean. We’ve all found ourselves tripping over multiple collections of letters and feeling…
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