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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.
Investing Ideas
Better, Quicker, Cheaper: AI and Big Data Create New Opportunities in the Cloud
The cloud continues to upend the software industry as it moves into areas such as AI and big data.
Investing Ideas
Much Maligned Bank Loans Deserve a Closer Look
This piece is approved to use with clients.
Bank loans, supported by both fundamental and technical factors, appear to offer relative value despite some risks.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Investing Ideas
Goldilocks and the Bears—Innovation, Disruption, and the End of the “Virtuous” Cycle
The low‑growth, low‑inflation, and high‑disruption world we live in today is constantly on my mind. What does this mean for us as investors in this era? As we’ve written about this before, I would highlight this analysis is like predicting the outcome of a football game at halftime. Much of this has already happened.
Client Relationships
Deep Dive: Language - Having effective outcome-oriented client conversations
This podcast dives into how you can tweak their language in order to have more effective client conversations.
Client Relationships
It takes 2 (questions) to make a thing go right
In my experience, there are two questions that can get to the heart of what matters most to the client and can make an incredible impact in not only advisor’s lives, but the investors they work with.
Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.