When Comparing Growth to Value, Look Under the Hood

June 17, 2020 | Author: Pete Nunley

When investing, there are many different investment styles and factors for categorizing stocks.  Categorizations became especially popular when Morningstar created a style box to classify stocks.  Across the vertical axis of the Morningstar style box, stocks are categorized by size.  There are large cap, mid-cap, and small-capitalization stocks, which is based on the market capitalization …

A Tale of Two Frequencies

| Author: Aaron Gilman

The biggest challenges I faced investing early on were both, getting to know myself, and the cognitive traps that we are all susceptible to. I am a firm believer that successful investing has more to do with understanding one’s self first, and then developing processes to help short-circuit or sidestep any behaviors that may be …

Creating a Data-Driven Practice

November 4, 2019 | Author: Chris Hamm

The idea that data is important for driving decisions is not new. That said, I think that in a time when we are immersed in dashboards and business intelligence, the actual benefits get overlooked.

IFP announces termination of LPL contract

May 21, 2019 | Author: Chris Hamm

Officially launches independent broker-dealer Tampa, Fla. May 22, 2019 – Independent Financial Partners (IFP) has announced the official termination of their contract with LPL Financial (LPL) today, and that the firm has begun the process of transitioning to its new independent broker-dealer entity. Leaving LPL with more than 200 financial professionals and thousands of client …

The Presence of Problems and Process of Resolution

March 28, 2019 | Author: Chris Hamm

Problems are everywhere and it’s a natural human tendency to avoid them; however, try as we might, they don’t just go away. Even the best-laid plans typically encounter an unexpected hitch or set back due to wildly unpredictable events. So, what can we do about it? Many successful individuals and companies have a very specific …