by Jeff Goodnow | Dec 19, 2019 | Advisors, Investment Management
The business of personal financial advice is a crowded one. As a financial advisor, you are one of more than 200,260 people seeking to earn a living and build a career by helping individual investors plan for their future. It can be hard to continually provide value...
by Manish Khatta | Sep 19, 2019 | Advisors, Investment Management
If you think passive buy and hold investing without any regard for risk management is the most prudent investing philosophy, then you should stop reading this blog post now. There is an entire community of financial advisors who believe financial planning combined...
by Manish Khatta | Sep 4, 2019 | Investment Management
Since 1975, Microsoft has been the ‘big elephant in the room.’ They basically own the market when it comes to proprietary, licensed computer software (don’t hate me Apple fans – numbers don’t lie.) However, a major shift has been occurring. Microsoft is becoming the...
by Manish Khatta | Nov 26, 2018 | Investment Management
Having a healthy amount of fear can often save us from making bad decisions and keep us physically safe. If you’re hiking in the woods and you see a bear up ahead, it makes sense to stay away. But when fear becomes a driving force in financial decisions, poor results...
by Manish Khatta | Oct 11, 2018 | Investment Management
Investing is complicated. That’s the prevailing sentiment I hear from investors, whether they are new to the stock market or they’re coming to our firm after a few decades of retirement planning on their own or with another advisor. But does investing have to be...
by Manish Khatta | Oct 2, 2018 | Investment Management
Investors are always seeking ways to make retirement planning and investing easier. Due to that desire, product providers are always more than happy to create new products that will provide simple investment choices that are thought to be safer, or that have the...
