risk assessment

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 …

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 …

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 …

by Ryan W. Smith Being a good financial advisor takes much more than financial knowledge and sales talent. The best financial advisors have all mastered one additional skill that most will say is the true …

Everyone knows a colleague, employer, client, family member or friend who is a terrible organizer. An email inbox with hundreds or thousands of emails left in one place, project deadlines missed, last minute insanity due …

Everyone knows a colleague, employer, client, family member or friend who is a terrible organizer. An email inbox with hundreds or thousands of emails left in one place, project deadlines missed, last minute insanity due …

Setting realistic, high but attainable expectations that can be successfully and consistently met and subsequently exceeded is a key metric to success for financial advisors. If expectations are high, but attainable, consistently exceeded with teamwork …

Many of the traits that financial advisors utilize to become essential to their clients translate well into other fields. Mastering these skills, while avoiding some of the pitfalls that might also arise, takes time, patience, …

by Ryan W. Smith Technology has created an inverse incentive when it comes to financial decision making, according to the first-year-end report by Common Cents Lab, associated with Duke University in conjunction MetLife Financial. The …