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 […]
The Monday Plunge
Category: Asset Management
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]