Educational Material

Financial Advisors – Do Something!

from Financial Advisor Magazine:       Financial Advisors – Do Something!

Are you starting to feel a little uneasy about the “stay the course” assurances that worked for so long? Should you be? Is the buy-and-hold, strategic-allocation-with-regular-rebalancing style of managing investments (the one service that you actually got paid to provide) really good for all seasons? Or is MPT and its efficient market hypothesis overly simplistic and maybe even dangerous to your increasingly restless clients and to your business?      More ->

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