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August 6, 2018

Things We Don’t Believe

  The practice of overseeing and caring for the financial well-being of clients and their families is serious business, and yet our industry is driven by sales and marketing as much as any other line of work. Things are changing for the better though. Investors are becoming better informed and more financially literate about the […]
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July 26, 2017

Chalk Talk: Owning Future Winners (Yes, and Losers Too)

 “Avoid acting on what may appear to be unique insights that are in fact shared by millions of others.” – Jack Bogle Like Comparing Fresh Apples to Orange Preserves We talks a lot around here about the benefits of diversification in an investment portfolio. When properly constructed, diversified investments can provide some insulation against severe […]
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June 29, 2017

Coach’s Corner: Defining the Role of a Custodian

What is a Custodian? Meghan Tait breaks down the role of a custodian and highlights the safety features of the Customer Protection Rule   Learn more about The Customer Protection Rule Watch more discussions at the Coach’s Corner on YouTube! “Defining the Role of a Custodian”, Hosted by Meghan Tait, Filmed May 31, 2017; This is video […]
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top plays

August 2, 2018

Top Plays

  Improve Your Trivial Pursuit Knowledge-Base What is the longest-running cable TV event in history? The world’s deadliest animal? Read more at There’s No Such Thing as Mosquito Week [The link provided redirects to an original post by Ben Carlson, A Wealth of Common Sense.]   “A real optimist wakes up every morning knowing lots […]
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June 14, 2018

Top Plays

  “Have you ever thought to yourself in the midst of a traffic jam: There better be an accident up there or this is ridiculous.” When it comes to the ups-and-downs of the Markets, simply sitting in traffic can teach us a lot about why, as humans, we’re often blindly inclined to loss aversion behavior. […]
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October 17, 2017

Top Plays

  “[Jimmy] Iovine has said that he hid his first gold record in his basement because it was about past achievements, not future goals. …[Iovine and Dr. Dre] refuse to get sentimental or boastful and instead devote themselves to the present and how that will impact the future.” Some lessons to be learned from Jimmy […]
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