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1. Investing in an Unbalanced Equity Market
The U.S. economy may still be partially shutdown, but the headline spigot is still wide open with a plethora of issues dominating the media including COVID-19, equality, trade tensions and the upcoming presidential election (just 50 days away). — Mike Boyle
2. Free Advice is Biased Advice
If a home improvement business said they would visit your home and give you a no obligation evaluation of your project, you would think “They are trying to sell me something.” Today many people expect knowledge, as provided over the Internet to be free. They are unaware free advice is often biased advice. They forget “advice is what you pay for it.” — Bryce Sanders
3. Here’s The Most Helpful Investment Stat You’ve Never Heard Of
You have probably not heard of Terry W. Young. And you likely have not heard of the Calmar Ratio, which he invented nearly 30 years ago. But when I tell you what it measures in an investment’s past performance you might remember it for a long time. — Rob Isbitts
4. Achieve Balance by Firing Yourself with Julia Carlson
The importance of having confidence & listening to your inner compass to find the next right step for you. — Permission to Succeed
5. The China Conundrum with Carlos Diez
With the continued ascendancy of the world’s second largest economy, investors are faced with decisions about their allocation to China. Considerations include China’s weight in broad indices, navigating a market that is transitioning from an industrial, “old economy”, with many state-owned entities to a more service-oriented, “new economy”. — Ed Lopez
6. The Three Biggest Risks for Investors
After eight months of one of the most turbulent periods in my 25-year career, I can say most investors found their situational awareness challenged this year. In our business it means losing money. — David Nelson
7. 7 Ways to Protect Your Fiduciary Clients from Decision-Making Fatigue
When you’re advising clients who are serving in a lay-fiduciary capacity – when your clients are managing the assets of a pension plan, foundation, endowment, or personal trust – you need to be watchful for decision-making fatigue. — Don Trone
8. Helping Clients Understand the Normalcy of Market Corrections
As a financial advisor, you work closely with your clients to craft investment strategies tailored to their objectives and risk profiles, and then monitor them over time. That very well may be the easy part of your client relationship. The more significant challenge you have as an advisor is to make sure your clients stay the course with their strategy even in the midst of a steep market correction. — Don Connelly
9. Video May Be the Tipping Point for Prospect Conversion
A website with a video is 53 times more likely to come up on the first page result on Google than the exact same page without video. (Forrester Research) And, 72% of customers would rather learn about a product or service by way of video (HubSpot). — Maribeth Kuzmeski
10. Why Bill Gates Is Betting Millions on Synthetic Biology
Synthetic biology involves reconfiguring the DNA of an organism to create something entirely new. It allows scientists to design living things with attributes and characteristics we desire. In short, it allows you to “program” biology just like you would a computer! — Justin Spittler
11. Finding More Time for Clients During Market Disruption
Financial advisors are asked to wear a lot of hats. A lot. There’s investment management (portfolio construction, research, trading and rebalancing, due diligence, monitoring), there’s practice management (compliance, HR, back-office operations, IT), and there’s client management (client meetings, prospecting, financial planning and reporting, client service issues). — Kevin McCrossin