Private Wealth Management Archives - Page 10 of 15

The Active Passive Powerhouse

For years it has been assumed that you have to be either an active or passive investor. It is also assumed (depending on which camp you're in) that one is better than the other. In my opinion, the argument over active vs. passive management can be put squarely to bed. And the answer to which investing strategy we use is...Both. This is called evidence-based investing, and it is a strategy used by a company whose funds we are extremely fortunate to use on our clients' behalf ---Dimensional Fund Advisors (DFA).

Five Things to Consider for Financial Success

The desire to achieve financial success is universal, but the way to accomplish it is unique to every individual. Identifying your objectives and creating the path to achieve them takes time, discipline and courage. However, the rewards for doing so can ultimately be true financial security and peace of mind.

The Essential Elements for Successful Family Wealth Transfers

“Sixty Percent Of The Time, It Works Every Time”

You may recognize the quote in the title from the movie Anchorman. This can be a lot like stock pickers, pundits, and TV personalities. You should run from anyone who is using prediction for the basis of advice.

Post Brexit Referendum

Current headlines really should refer to the "post-Brexit referendum," because only the referendum is done. In it, a narrow majority of U.K. voters called for a disunion from the EU, but any actual Brexit is likely to be playing out for years to come. Only then will we be truly "post-Brexit."

The Smartest Person in the World Can Still Be a Terrible Investor

Have you ever felt intimidated by the markets? Thought that investing was only for brilliant people? Maybe you hear jargon like “beta,” “derivatives,” or “standard deviation,” and it just goes over your head? Contrary to what you may think, you can be the smartest person in the world and still be a terrible investor.

Is Relying On Stock Markets For Economic Signals A Mistake?

If we had signals that told us with certainty what direction the economy was headed, we might have an edge in our investment strategy; we would know when it was a good time to invest when to proceed with caution or put the brakes on.

How Many Clients Does Your Advisor Work With?

How Barron's Top 1,200 financial advisors effectively serve 521 clients? We have clients from these firms coming to our firm every month looking for a better solution.

The Best Ways to Buy Happiness

A recent study by the University of Michigan economists Betsey Stevenson and Justin Wolfers, examining data from more than 150 countries using World Bank data, has shed new light on the interaction between happiness and the size of your bank account. Their first conclusion: the more money you have, the happier you tend to be, regardless of where you are on the income spectrum. They also concluded that multi-millionaires don't think of themselves as "rich."

Private Wealth Management Insights

The Active Passive Powerhouse

Five Things to Consider for Financial Success

The Essential Elements for Successful Family Wealth Transfers

“Sixty Percent Of The Time, It Works Every Time”

Post Brexit Referendum

The Smartest Person in the World Can Still Be a Terrible Investor

Is Relying On Stock Markets For Economic Signals A Mistake?

How Many Clients Does Your Advisor Work With?

The Best Ways to Buy Happiness

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