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Core-satellite investing has been embraced as a way to diversify and to lower costs, but the S&P500 as core does neither. The S&P500 undermines active...

There’s an upcoming $30 trillion wealth transfer predicted by Accenture. So, more financial advisors are turning their sights toward building a younger clientele. Whether it’s...

This is the third, and last, segment of my 3-part commentary. Part 1 discussed 2015 and the past 5 years. Part 2 looked into the...

Just like running a successful business, your marketing requires a variety of different talents with deep skill sets. In business you hire,

Every RIA in America is watching the development of Robo and Virtual Advisor business models. They want to know how investor perceptions are changing and...

Editor’s note: This blog article was originally published on December 9, 2015 and has been completely revamped and updated for accuracy and comprehensiveness.

“When E.F.Hutton Talks, People Listen.” Those of us over a certain age can’t help but remember old Wall Street tag lines like that one, along...

[blockquote type=”center”]Never test the depth of the river with both feet. –Warren Buffett (paraphrasing an African proverb)[/blockquote]

Editor’s note: This blog article was originally published on November 11, 2015 and has been completely revamped and updated for accuracy and comprehensiveness.

Let’s face facts: this country has a massive retirement savings problem. A large part of that is due to the surprising lack of financial literacy...

Master the Media and Enjoy the Dividends Financial advisors, there is no better marketing opportunity than to give your perspective through the media. You’re giving...