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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- avoiding mistakes
- client relationships
- financial advisors
Misconceptions are Vultures of Investing
by Ryan W. Smith Investing is a difficult, often frustrating task, even for the most seasoned of investors. Market forces outside of individual control will often eliminate, in mere hours or days, gains that often …
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- avoiding mistakes
- client relationships
- financial advisors
Passive management is always safer than active management. And cheaper too. Isn’t it?
It is true that Index Funds in recent years have vastly outperformed the majority of actively managed funds, but this is not always the case in all corners of the market. Broad-market Index Funds can …
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- avoiding mistakes
- client relationships
- financial advisors
Why is market timing such a common misconception among investors? Nobody can really time their investing that well, right? Right?
Most investors will claim, upon examination, that they do not try to time the market. Most investors are only kidding themselves. There is never a lack of people who claim “they knew” something was going …
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- avoiding mistakes
- client relationships
- financial advisors
Misconceptions zap the portfolio returns for many investors. What are some of the biggest misconceptions?
A consistent approach is necessary to reap true, sustainable long-term gains from investing, fending off market forces outside our control and sailing through any storms we encounter. However, there is one aspect of investing that …