Strategic Asset Allocation

The financial advisory industry is extremely competitive. In order to be successful, you need to have a sound client base, which most often requires an edge on some of your largest competitors. With as many financial advisors as there are, figuring out how you’re going to gain this competitive edge on your largest competitors can be difficult. In today’s blog, we are going to touch on a few ti…Read More

As a financial advisor, your reputation is critical. It’s your reputation that will build confidence in your current clients while also helping you attract new clients. From the results that you’re able to provide to the customer service that you offer each client, every bit of the services that you offer is going to play a part in what people are saying about their experience working with you…Read More

Advances in technology have certainly changed industries, and the financial advisory industry is one of the many. While you'll definitely come across people that might feel these changes have altered the industry for the worse, a majority would agree that technology has changed the financial advisory industry for the better. If you're new to the industry, it may be difficult to recognize just how …Read More

Being a financial advisor is a tough job, but it’s all the more challenging when you don’t have a sound client base. For many advisors, a constant goal that they’re working towards is a larger, more secure client base. In today’s blog, we are going to touch on a few of the things that you should focus on to, in turn, draw in new customers. Let’s get started. Specialties & Strengths F…Read More

Discipline. It is something every trader wishes to improve, heck, maybe it even made it on the ‘New Year's Resolutions for Trading’ list. Undoubtedly, discipline is one of the most essential trait traders need to increase their chances of success. A lack of discipline is one of the leading cause of trading mistakes — such as making impulsive decisions, violating risk management rules, or exe…Read More

Whether you are dealing with trading systems and trading strategies, market analysis, or the holy grail of market indicators, the amount of information surrounding futures and forex trading available to traders is impassable. However, there is one topic that is often overlooked by traders that could potentially result in better risk mitigation and higher profits. Of course, we are talking about th…Read More

According to a 2017 study conducted by Dalbar Inc., a company that studies the behavior of traders and investors and evaluates investor market returns, data consistently show that the average investor earns returns that are below-average. The S&P 500 Index averaged 9.85 percent a year, for twenty years, which ended on December 31, 2015. Indeed, this is a significant historical return. However,…Read More

The New Year seems to always bring great hope for change and self-improvement. For financial traders and investors, the New Year is also a time for critical self-reflection. It presents the opportunity to close out a year, log or annual return, and begin a fresh start. Undoubtedly, if you haven’t already, taking the time to establish some New Year’s resolution for your investment portfolios is…Read More

The 2018 year is almost at its end. If you’re like most, you likely have a long list of to-do’s to complete before the year ends. Traders and investors, especially, have their hands full. With all that needs to get done, one of the most important annual tasks that traders should ensure to complete is a year-end review of their investment portfolio. Taking a look at an investment portfolio will…Read More