There is No Catch

January 25, 2021 | Author: Chris Hamm

When financial advisors visit our office to get a feel for what we offer, a common question we get from them is “what’s the catch”? That question stems from their perception that our platform, which is inexpensive relative to most, offers so many value-add services for such little cost. The truth is, there is no …

A Letter from the desk of the CIO

January 8, 2021 | Author: Aaron Gilman

1st Quarter 2021 Capital Market Assumptions1 Every year we make it a priority to review the JPMorgan Capital Market Assumptions and use it as a reference point in helping us formulate asset allocation decisions. Capital Market Assumptions (CMA) are meant to be used for long-term guidance for asset class returns, and the shorter you make …

5 Signs Your Website is Outdated

December 2, 2020 | Author: Michelle Peatee

We see and review quite a bit of websites throughout the work we do. Your website can be one of your biggest drivers for gaining new clients. However, you only have a few milliseconds (.05 seconds) to capture a user’s attention before they judge your website. On top of that, about 75% of users admit …

Exploring the 2020 Stock Market Recovery in the United States

November 23, 2020 | Author: Aaron Gilman

If you prefer to view this post as a Jupyter Notebook, you can view it that way at the end of the post. The S&P 500 has recovered all of the losses from the COVID crash earlier in the year. Does that also mean that all of the stocks in the index have recovered their …

When Changing Firms, What Questions Should You Be Asking?

November 18, 2020 | Author: Ned Van Riper

Financial Professionals can count on changing firms at least once, if not multiple times during their career.  Outside of corporate mergers and acquisitions, FP’s often reach a tipping point that triggers the search for a new broker-dealer and/or RIA partner; frustrations with their current firm have piled up and they can’t take it any longer.  …