Click the link below to view the 2009 Advisor Edition of the annually updated DALBAR Quantitative Analysis of Investor Behavior (QAIB).
DALBAR QAIB 2009
This is always an informative read as it highlights the “Behavior Gap” that investors struggle with over time.
A couple of things I’d like to bring to your attention:
On pages 3 & 4, you’ll [...]
From time to time, I find it valuable to seek the opinions and expertise of other professionals around the financial planning industry.
Today, I’d like to share some of the information I’ve found recently that I think you might benefit from.
First, let’s start with Curtis A. Smith, CFP®, based in Sugar Land, Texas. He wrote a [...]
Many financial professionals are always at the ready with their “elevator speech” or their “value proposition” about why you should hire them. I have what I consider a strong value proposition, but I want to talk about something else today.
Inspired by Sarah Bray’s website footer “10 Reasons Not To Hire Me”, I thought instead of [...]
A large part of my work with clients is helping them explore what’s important to them and then working to align their finances to support their life.
A byproduct of this important process is a better understanding of the trade offs involved with their financial decisions. If they want to spend X dollars in retirement, what [...]
Many of you might have heard of the term “portfolio optimization.” It’s another one of those financial industry buzzwords that gets thrown around rather casually, but do you know what it is? Should you care?
Put simply, portfolio optimization is a process of calculating the ideal investment mix from a menu of investments and their risk [...]
