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Advisor Skinny

Category: Asset Management

The Monday Plunge

March 10, 2020March 10, 2020Mike Walters 0
The Monday Plunge

As the markets seem intent on adding to their volatility this week, this episode of Advisor Skinny is focused on commentary related to the stock […]

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How Advisors Get Left Behind (hint: it’s only by choice)

June 27, 2018July 30, 2018Mike Walters 0
How Advisors Get Left Behind (hint: it’s only by choice)

Target Readers: Advisors seeking growth and direction. Advisors struggling to adapt and change as the industry evolves. Advisors looking to increase profits and/or the value […]

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Creating the Most Value in Your Practice

February 19, 2018July 30, 2018Mike Walters 1
Creating the Most Value in Your Practice

Here’s the Skinny… The first quarter of any given year is probably the time that most financial advisors visit strategic planning topics  – such as […]

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A New Stock Market Era has Begun (actually its already 5 years old)… Yet Almost Everyone Missed It

January 31, 2018July 31, 2018Mike Walters 0
A New Stock Market Era has Begun (actually its already 5 years old)…  Yet Almost Everyone Missed It

Here’s the Skinny, The popular 1st Quarter 2018 USA Financial Trending Report has been released along with the January 2018 USA Financial Trend Tracker. Here’s an […]

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Year-End + Sweeping Tax Changes = Donor-Advised Funds Surge

December 22, 2017January 30, 2018Mike Walters 0
Year-End + Sweeping Tax Changes = Donor-Advised Funds Surge

Here’s the Skinny… It’s tough to beat the simplicity, convenience and benefit of a donor-advised fund – and as you may already know, USA Financial Portformulas […]

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Trust Company of America – Exciting Acquisition

October 23, 2017October 24, 2017Mike Walters 0
Trust Company of America – Exciting Acquisition

Here’s the Skinny… Last week we learned some good news for both USA Financial Portformulas and USA Financial Exchange – Our custodian, Trust Company of […]

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Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part II)

September 29, 2017April 20, 2018Mike Walters 0
Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part II)

As a follow up to the previous post:  Here’s the Skinny… Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part II) Risk-managed accounts are my […]

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Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part I)

September 26, 2017April 20, 2018Mike Walters 1
Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part I)

Here’s the Skinny… Risk-Managed Accounts May Subdue Sequence of Returns Risk (Part I) For simplicity, I’m going to start this explanation with data published by […]

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Predictions Are Dangerous

September 7, 2017November 15, 2017Mike Walters 0
Predictions Are Dangerous

Here’s the Skinny…   Predictions Are Dangerous   As Yogi Berra famously stated, “It’s tough to make predictions, especially about the future.” But since there are only […]

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Trend Tracker – February 2017

February 24, 2017November 29, 2017Mike Walters 0
Trend Tracker – February 2017

The February 2017 Trend Tracker has been released. Interesting to note is that each index saw an increase in its respective RAM Score. Plenty to […]

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