The Value of an Advisor Part 8: Total Returns vs. Income Investing
Many of us remember a time in the not too distant past when retirees could hold a diversified portfolio of equity and fixed income investments and live off the dividends […]
The Value of an Advisor Part 7: Withdrawal Order
Most individual investors spend a lifetime saving and accumulating assets so that one day they will be able to fund a comfortable retirement. By the time these individuals reach the […]
The Value of an Advisor Part 6: Behavioral Coaching
For such a data-driven and somewhat stiff and boring industry, finance never ceases to amaze in its capacity to evoke raw, real emotion in individuals who depend on it to […]
The Value of an Advisor Part 5: Rebalancing
We discussed the importance of implementing an appropriate asset allocation in part 3 of our blog series. Given the importance of allocation, it’s also crucial to maintain that allocation over […]
The Value of an Advisor Part 4: Cost Effective Implementation
Cost effective portfolio implementation should be a critical component of every advisor’s toolkit. This is based on the simple truth: Gross investment returns – Costs = Net investment returns. Costs […]
