1. A Introduction To Exchange Traded Funds

    Exchange Traded Funds, also known as ETFs, have been one of the most brilliant and successful financial developments in recent years. First introduced in the early 1990’s, the demand for ETF’s has grown significantly, as the fund’s features have been attractive to both individual and institutional investors. In fact, in the past ten years alone, the total net assets of ETFs have increased ex…Read More

  2. Tips for Effective Momentum Investing

    There are many different investment strategies out there, and one of the lesser-known strategies is momentum investing. While momentum investing is often denounced as an unreliable and risky way to grow portfolio returns, this investment strategy still has its fair share of returns and rewards. Even though it isn’t the first-preferred investment strategy for investors, it can be beneficial to kn…Read More

  3. Three Portfolio Rebalancing Approaches

    For financial investors, finding the right balance between risk and reward can be a challenge. We have all heard the common proverbs that are used throughout the financial industry — don’t place all of your eggs in one basket, never bet all your money on one roll of the die, don’t count your chickens before they hatch — whatever saying is used, they all come down to the same thing: reducin…Read More

  4. An Advisors Guide To Understanding Asset Allocation

    Asset allocation is essential for financial advisors to be successful. Advisors use asset allocation to divide their clients’ money among different asset classes, such as stocks, bonds, and cash alternatives, such as money market accounts. Each asset class has varying risk profiles and potential returns. The purpose of asset allocation is to offset any losses in one class with returns and profit…Read More

  5. Investors Guide To Portfolio Diversification

    A common goal that many investors hope to achieve is maximizing investment returns while reducing risk. Although it may sound like an achievable investing goal — almost as achievable as juggling a group of chainsaws that are on fire. However, what many investors do not realize, it is actually an easy and important goal for new and passive financial investors to achieve. And, diversification is o…Read More

  6. Ten Prospecting Tips For Advisors

    For financial advisors, effective prospecting ideas and strategies are essential to growing a financial practice. Even though prospecting is an important part of an advisors job, it can be a challenge for some — it’s not unusual for advisors to struggle with getting in front of clients. However, prospecting is one of the most vital parts of selling, and advisors will not be able to grow their …Read More

  7. Asset Allocation Strategies for Long-Term Investment Returns

    For financial advisors and investors, watching the roller-coaster-ride of the stock market is a sufficient way to make them queasy. While, historically, the stock market has always trended up, many investors will find themselves feeling anxious as they watch the values of their portfolios fluctuate with the market. Unless, however, the investors have a portion of their short-term investments in th…Read More

  8. Eleven Advising Mistakes to Avoid For A Successful 2018

    We are over a month into the new year! For some financial advisors, the new year can mean continuing upon their success by converting prospects into clients, while, for others, the new year may be a fresh start after an overwhelming, stressful, and tough year. With this new start, many advisors create resolutions and goals they want to conquer this new year. While every financial advisor and plann…Read More

  9. Financial Advisor Strategies For Niche Marketing

    For financial advisors, one of the biggest challenges faced is trying to grow their business beyond organic referrals because traditional marketing techniques can quickly become frustrating. Today’s world is filled with marketing, the average individual is exposed to multiple marketing messages and campaigns each day, making it harder to find effective marketing techniques and activities that le…Read More

  10. A Financial Advisors Guide to Content Marketing

    As we have mentioned in our blogs before, financial advising is not the same as it used to be. While a lot has changed since the 90’s, many financial advisors are still using the marketing strategies that were popular during that time. These strategies may have been effective back then, but today, many advisors who follow these old techniques are likely the ones who are having a difficult time b…Read More