2019 Value of an Advisor Study
This annual report looks holistically at the real value advisors deliver for their clients, in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns. We developed a formula to calculate the full value equation of an advisor’s services.
Productivity and Structural Reform: Why Countries Succeed & Fail, and What Should Be Done So Failing Countries Succeed
In this report the drivers of productivity are shown and are used to create an economic health index. That index shows how 20 major countries are doing…
Does Real Estate Have a Home in Your Portfolio?
Real estate has given investors a tangible real asset to help maintain the purchasing power of their savings. The 2,000 square foot question is, should you hammer real estate into your portfolio?
What Will Be the Next Boost for the Stock Market?
The opening ceremony of the 2018 Winter Olympics began on February 9, 2018. It’s unfortunate this wonderful ceremony was preceded by the first stock market correction since 2016.
What's Your Next Shot?
On January 15th, 2018, the Australian Open kicked off. This tournament is the first of the major four Grand Slam events of the year and it gives us tennis fans a perspective of what may occur
Excuse Me Stock Market - May I Order Some Speculation with a Side of Complacency?
The 2018 menu of portfolio choices is one that should be read carefully. The average investor may have trouble staying focused on the menu amid hindrances due to headlines involving North Korea
A Mountain of Decisions, Where Do We Go from Here?
Heading into 2015, some individuals may have developed a certain confidence when it comes to investing. A tendency to classify oneself more like a Wall Street trader than a prudent long-term
Goals-Based Wealth Management
Wealth management processes have not always been responsive to an individual clients’ priorities and modes of thinking. A model is presented and evaluated that uses goals-based wealth management concepts to…