Investing

Women Are Not Men

Women differ from men in their attitudes and expectations when it comes to money management and financial planning. Enough studies into these differences have been conducted for them to now be fully acknowledged, even by the predominantly male financial services industry. We dove deeper in to this topic to learn more about what those differences are and how advisors should take them into account to best service their female clients.READ MORE

What’s so Junk about Junk Bonds?

What are junk bonds? How do I analyze junk bonds? Should I invest in junk bonds? In this post I will explain these questions and tie it all together with a recent real world example.READ MORE

U.K. To Leave EU? Analysis of the Brexit Vote

This is the first major market event that has occurred since the merger of SBL and CFM at the beginning of the year.  We want all of our clients to know that we are focused on this, and working to ensure that we make correct and considered choices on your behalf.READ MORE

What Do Advisors And Beer Have In Common?

What comes to mind when you hear the following: “made locally with the finest ingredients by passionate people committed to the process and the product?” My first thought is, “a new craft brewery must be opening down the street,” but it also describes a major trend in the seemingly unrelated world of wealth management – the rise of Registered Investment Advisors (RIAs). If RIAs sounds like Wall Street jargon to you, think of them as “craft advisors.”
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Prospect Theory – The Pain of Market Dips

For the last few months, it has not been pleasant to look at your investment and retirement account statements. Some of you might have decided not to open the statements. Others fret: What to do? How to make sense of the myriad of expert explanations you hear and read?READ MORE

All About Alternative Investments

Alternative investments are receiving more attention in the press with the low interest rate environment and recent volatility in the stock market. However, alternative investments have been around for decades. What are alternative investments and why should you consider them in your portfolio?READ MORE

Does Your Money Manager Have a CFA Charter?

What does “CFA” stand for? How do you get it?

CFA stands for Chartered Financial Analyst and is a prestigious financial designation. According to The Economist, “The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law and accountancy.”READ MORE