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 […]
The Value of an Advisor Part 3: Asset Allocation
Study after study has shown that a portfolio’s asset allocation – the precise mix of equities, fixed income, alternatives, etc., should be the most important determinant of investment returns. The […]
The Value of an Advisor Part Two: Asset Location
Over the years, we have reviewed many non-client advised asset statements, and are always shocked to see instances where the asset allocation in tax-advantaged accounts is identical to the asset […]
