Two schools of investment thought often collide. One holds “Active Investing”– continuous portfolio monitoring and corrective intervention – adds little value. Indeed, “Passive Investing”
- Bobby L. Hickman
More Estate Planning Needed
Financial advisors are leveraging opportunities to broaden their planning portfolios by offering estate planning services to help clients address this significant yet underserved need.
- Bobby L. Hickman
"Marathon, Not a Sprint"
“Investing is a marathon, not a sprint” is a metaphor financial companies and business journalists sometimes use to describe long-term investment strategies.
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Sep 06, 08:33 am
Balancing Risk and Return Through Pro-Active Asset Management
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Aug 30, 05:03 am
More Estate Planning Needed
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Jun 28, 09:01 am
"Marathon, Not a Sprint"
- Joe Innace
Growing a Sustainable Garden of Business
People working from home report a Workforce Happiness Index of 75 out of 100, compared to 71 for in-office employees, according to a CNBC/SurveyMonkey
The U.S. Commerce Department reported in late January that real GDP decreased 3.5 percent in 2020 – the biggest annual decline since 1946 and the worst yearly plunge since 2009
- Joe Innace
Revealing an Advisor's Work Ethic
TV host and podcaster Mike Rowe – of Dirty Jobs fame – likes to say: “Work ethic is important because, unlike intelligence, athleticism, charisma, or any other natural attribute, it’s a
- Bobby L. Hickman
Small Business Owners Overlook Financial Planning
Small businesses owners who are part of the “Y.O.Y.O.” economy – short for “You’re On Your Own” – often fail to consult with financial services professionals who could help them plan
- Joe Innace
Withstanding Market Volatility
The Chicago Board of Trade revolutionized investing in 1993 with the introduction of its Volatility Index® (VIX® Index). It was the first benchmark index to measure the
- Bobby L. Hickman
Financial Advisors Bring Added Value
Robo-advisors, investment apps, and low-cost investment funds are drawing wide attention as consumers face new challenges to the traditional model of consulting
All over the world, consumers rely on life insurance to protect their families and provide financial security. As we highlight the importance of life insurance as we wrap up Life Insurance
- Bobby L. Hickman
Active vs. Passive Fund Management Debate Intensifies
The debate over actively managed funds versus passive investments has raged for years, but recent market fluctuations have added a new twist
- Bobby L. Hickman
Preparing for Good Times and Bad
Holistic financial planning helps families. At least half of Americans do not have a written financial plan. However, those who do have a plan say documenting their goals and strategies
- Bobby L. Hickman
Managing Risk in Volatile Times
Investors are increasingly concerned about continued market volatility in the early 2020s. A recent Natixis survey of institutional investors found a majority of those polled were
- Matthew D. Edward
Changing Landscapes of Retirement
American workers used to putting in long hours and overtime often experience a jarring transition to retirement. After all, the average worker racks up about 1,800 labor-hours per year
In the relationship between financial advisors and their clients, just about every major aspect of the client’s life should be discussed to help them plan for a sound financial future.
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