How To Create Better Touchpoints with Clients

While Henry Ford famously told Model T buyers, “you can have any color as long as it’s black,” today’s consumers expect a lot more when it comes to customer service, and especially personalization. If you’re a Netflix subscriber, you’ve probably enjoyed the personalized recommendations for new TV shows and movies that are similar to the … Continued

The Earnings Season Playbook

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, EPS and revenue, excitement and uncertainty all combine for a dizzying few weeks. Don’t get us wrong, it’s important information. Whether it’s a huge swing or a minor movement, earnings announcements make more information available … Continued

5 Things To Know Before Buying an IPO

IPOs? More like IP-woes, am I right? Unless you got in on Beyond Meat (BYND) early — good for you if you did — you’re probably eating losses from that IPO you bought into this year. While Beyond Meat, PagerDuty (PD), and Zoom Video Communications (ZM) have debuted with well-deserved hype, other big names like … Continued

Can Active Management Still Add Alpha?

A unique approach to the age-old active versus passive management debate. Executive Summary Selecting the correct asset class tilt is ~10X as important as deciding whether to invest in Active vs. Passive Funds. (TABLE 1) Actively managed funds outperform passively managed funds by ~2 percentage points per annum, on average. (TABLE 2) Over the last … Continued

The Marijuana Industry: 5 Ways to Get High Returns

It’s why your hippie neighbor moved to Colorado. It made Richard “Cheech” Marin and Tommy Chong famous. And it just might be your portfolio’s next target industry — it’s marijuana. Marijuana is no longer taboo. In fact, it’s quickly becoming the opposite. Marijuana is legal for medical use in 30 U.S. states (plus D.C.) and legal … Continued

Impact Investing – 4 Things You Need To Know

1. ESG and SRI — How they’re different Environmental issues are more relevant (and trendy) than ever. Protecting and preserving the environment has become a focal point in modern politics — and it’s slowly but surely creeping into the investing world. Situations like the BP (BP) oil spill in the Gulf of Mexico and the … Continued

Coming Through in the Clutch – Business and Sports Parallels

By Sean Brown, President and CEO at YCharts I love sports. I love to play them. I love to coach them. I love to watch them. Some of the sports memories I’ll never forget were the result of being part of an inspired, high-performing team that won. Some of my greatest business memories also came … Continued

The Plight of the Modern Financial Advisor: Time is Not on Their Side

Financial advisors come in all shapes and sizes, but all have one unifying trait — their time is limited. Most advisors wear many hats — sales, support, research, IT, compliance, HR, planning — the list goes on. I hear the phrase “I’m just so busy” at least three times a day when I’m talking to … Continued