Robo vs. Advisor
In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning. The first robo-advisory firms were launched in 2008 during the...Read More
Are investors moving away from active target date funds into their passive counterparts?
InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480...Read More
How You can Answer the “What if” Question When it Comes to Your Client’s Portfolio
To an investor who’s trusted an advisor with their retirement savings, they aren’t just any ordinary person anymore. The fiduciary duty of an advisor to their client is one of...Read More
Sleepwalking with the 2019 Global Risk Report
The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the perfect report to read on a dreary winter afternoon and...Read More
New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown
A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the two sides don’t give in would have the biggest impact...Read More
iPhone Loathing in China Or Why 43% Of All Statistics Are Worthless
Statistics is the art of never having to say you’re wrong. A statistician is a person who draws a mathematically precise line from an unwarranted assumption to a foregone...Read More