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Advisor Value & Fees
What am I paying you for: The evolving pricing models of advice
Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics of charging fees to clients – commissions, retainers, and all other sorts of models.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Behavioral Finance
We Don’t Have to Have a Recession
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There is not a “natural” economic reason for this expansion to end.
Behavioral Finance
Long-Term is Longer Than You Think
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Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more.
Leveraging Technology & Data
The Digital Investor: Financial attention through multiple digital channels
A new Vanguard paper explores clients' use of digital channels—desktop or laptop computers, mobile phone, and mobile apps—to interact with their financial institutions and breaks down how digital use has changed over time.
Advisor Value & Fees
Is a financial advisor worth the cost?
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My grandfather came over to the U.S. from Ireland in the early 1900s. As a kid, I always remember him telling me, Nothing in this world is for free and if someone tells you otherwise, walk the other way. I was reminded of this when I recently saw online ads for free financial planning and free no cost ETFs.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Leveraging Technology & Data
Protecting what’s yours
We’ve all seen security breaches covered in the news: Equifax – at a cost of nearly $243M, Uber – resulting in $148M in combined fines, and just last year, Facebook – at a potential cost of $1.63B.
Advisor Value & Fees
Traits of great financial advisors
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You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who can help you meet your financial goals and have a good time doing it.
Behavioral Finance
The 5 money maps
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It is my hope that as we are better able to map the landscape of love and money, we will increasingly have a scaffolding for having better conversations about where and why our attitudes may differ.
Behavioral Finance
Looking Past the Headlines
We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility.