With a dip of more than 11% in the S&P 500 since July 20 and continued volatility, what can advisors say to jittery clients? For long term investors, nothing applies a calming salve better than a discussion about dividends. Remember, during almost any 10-year period, approximately 40% of the total return from the SPY came […]
This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.
5 Common Mistakes When Buying a Variable Annuity Read More »
This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.
Why You Should Buy Bonds, Especially If Obama Wins Read More »
This article was written with Steve Cordasco, of Cordasco financial network. It’s part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.
This article was written with Steve Cordasco, of Cordasco financial network. It’s part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.
This article was written with Steve Cordasco, of Cordasco financial network. It’s part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.
Unavoidable: Death, Taxes; Avoidable: Actively Managed ETFs Read More »
As wealth management continues to evolve, greater emphasis is placed on a wider range of related disciplines. I was hired by SEI Investments to help craft a series of plain-spoken, short monographs on discreet topics in estate planning which ranged from medical directives to selecting a guardian for your children.
An Eaton Vance survey on individual investos shows uncertainty among investors as to the value that financial planners add.
Inside the Mind of the Every Other 21st Century Investor Read More »
Investors have lots of advisors: bankers, layers, accountants. Why would they turn to you when estate issues arise because of a death in the family? Because you actively positioned yourself as the go to guy.
Transitioning from a commission to a fee based financial practice carries one likely risk: getting caugght somewhere in the middle, and missing the opportunity to maximize the value of the financial planning practice.