If you are like me, you probably spend a lot of time marveling at and studying the likes of Amazon, Google, and even Facebook. Each is only about 20 years old, yet they each occupy a spot in the world’s ten most valuable companies. Casting aside the varying forms of backlash they have experienced recently, there is much to admire about each firm’s growth and ubiquity.
Topics: Advisor Practice Management
At Blueprint, we spend a lot of time articulating the ‘why’ behind our systematic, process-driven investment approach. Our communications with advisors frequently emphasize behavioral finance because we believe that having a transparent process and educating our partners about exactly what to expect leads to better investment outcomes for their clients. Today’s note focuses on another, equally emphasized subject of our writings: advisor practice management. Please read on.
Topics: Advisor Practice Management, Transparency, Systematic Investing
(750 words and approximate reading time 3.5 minutes)
Topics: Advisor Practice Management, Behavioral Finance
In 2009, few could have imagined a 10-year bull market, the longest in U.S. history. To the delight of multitudes of investors (those who remained invested anyway), here we stand, giddy from experiencing record-high stock prices and record-low volatility.
But will it last?
Research shows that two-thirds of institutional investors believe the bull market in stocks will reach its end this year. Further, they expect the next financial crisis to come in one to five years, according to a Natixis survey.
The eternal question for financial advisors:
How do you instill discipline in clients when they face emotionally charged environments?
Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing
Topics: Advisor Practice Management
