Economics would tell us that, all things being equal, all things are equal. As long as there is a rational buyer and a rational seller, both working off the same information, then any free market will be a zero sum game.[...]

Jim’s transition to independence was as smooth as silk. It would be misleading to say the first week of his practice progressed as if nothing but his address had changed, but it was pretty close. Other than the predict[...]

In our society, especially as investment advisors, we tend to equate wealth purely with financial net worth. Even with the rally in the markets since the March 2009 lows, most of us (and our clients) don’t have the net[...]

The securities industry exists to give investors and advisors… security, right? Yeah, and equities are “fair.” And bonds are strong and long-lasting, couldn’t be “junk.” At least capital appreciatio[...]

There’s nothing like a market collapse to shake the foundation of your investment beliefs. So it’s no surprise to us that many of our financial advisor clients are taking this respite from the storm to regroup, reth[...]

Professional development and continuing education is considered to be the building blocks and the lifeblood of the financial services industry. It is key to acquiring knowledge, and successful advisors pass this knowledg[...]

At a recent NAPFA investment conference in St. Petersburg, Florida, the tone was subdued. It was late January, and most of the attendees had just finished the difficult task of providing their clients with updates for 20[...]