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Asset allocation: More than the sum of its parts
One of the trickiest parts of advising clients is helping them achieve their goals using assets whose past returns are certain, but whose future returns are not.Setting expectations is a critical function for FAs to preempt client...
Read MoreThe Return Participation Ratio: Perhaps the Past IS Prologue
While uncertainty about future returns is unavoidable, using what I call the Return Participation Ratio (RPR) can help deflate the doubt that clients experience.
Read MoreMissing Out: Don’t Confuse “Possible” With “Probable”
Missing the market's best or worst days can impact your returns. But missing which days hurts worse? The surprising answer.
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