by Jeff Goodnow | Mar 29, 2024 | Advisors, Investment Management, Jeff
Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset allocation from a group of mutual funds. Suppose the...
by Manish Khatta | Mar 14, 2024 | Investment Management
I was disappointed after reading an article in The Financial Times that discussed how much of investment managers’ own money is invested in their own products. According to a 2016 study by The Financial Times of data provided by Morningstar, “half of the 15,000 mutual...
by Manish Khatta | Feb 22, 2024 | Investment Management
Back in the fall of 2017, the CEO of restaurant chain Panera Bread, Ron Shaich, made headlines in the business media by goading the leaders of fast-food burger joints (e.g., McDonald’s, Burger King, Wendy’s) to eat their own food, specifically the menu items targeted...
by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
by Manish Khatta | Feb 6, 2024 | Advisors, Investment Management, Manish
On 12/31/2019 our firm has approximately $140 million of AUM/AUA. 4 years later… 12/31/2023 our firm has approximately $1.4 billion of AUM/AUA. Yes, you read that right. We 10x’d the business in four years. The product has been around for a long time. In fact, the...
by Manish Khatta | Jul 6, 2023 | Investment Management
There are many ways to invest your money in the public market to gain exposure to domestic companies, international organizations, or various asset classes like the ones determined by Morningstar. You can buy stocks, bonds, real estate—and that’s just the beginning....
