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When does “stay the course” become poor advice?

Buy and hold investing has plenty of merits. It takes emotion out of the equation. It's usually tax efficient. Click to read more...

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My Model Portfolio: Nik Schuurmans of Pure Portfolios

This Portland, Oregon-based advisor explains why he believes ETFs are a better bet than mutual funds for clients. Click to read more...

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Working with a Non-Fiduciary Broker in the Information Age

We are often asked a variation on the question "what are savvy investors doing right now?". We believe a more insightful question is "what are savvy investors NOT doing right now?" Click to read more...

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How to Protect a Retirement Plan in a Down Market

Market corrections are a worry for all investors, but they can pose a particularly big problem for people who have just retired and are starting to dip into savings. Each time retirees sell stock, it digs a hole out of which their portfolio must climb to keep producing the same amount of income over time. The more they sell—and the earlier—the deeper the hole. Click to read more...

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Advisers answer common investor concerns with these talking points

Now that stock market volatility has awakened from its more than year-long slumber, investors are getting understandably nervous, which is putting financial advisers on notice. With that in mind, we combed the financial planning universe for examples of rational and coherent responses to common client questions and concerns.

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Forget the Fed. Focus on Coordinated Global Tightening

2017 has been a great year for investors. Global equities are higher. Volatility is non-existent. Heck, even left-for-dead fixed income has posted positive returns. However, there is an undercurrent belief that we are on shaky ground. Click to Read More

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How To Find An Advisor Who Focuses On ETFs

Given the explosive growth in exchange traded funds with their vast investment offerings, low cost and tax-efficiency, chances are your financial advisor has at least considered using them in part or all of your portfolio.

 

But what if he or she doesn't? It might be time to ask them why not. And if the answer is unsatisfactory, look for one that does. Click to Read More

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Clients shouldn’t be paying advisors to lose their money

Many advisors have turned to short-term fixed income with the expectation that bond yields will move higher.

Are clients gaining short-term bond exposure through mutual funds? If so, they could be paying their advisor to lose money. Click to Read More

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Working with a Non-Fiduciary Broker in the Information Age

We are often asked a variation on the question "what are savvy investors doing right now?". We believe a more insightful question is "what are savvy investors NOT doing right now?" Click to read more...

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RIA Firm Ties Fees To Performance

Like most RIAs, Nik Schuurmans is interested in offering clients conflict-free advice, full transparency and a fiduciary standard. Schuurmans, who until recently advised on $200 million in client relationships at U.S. Trust, launched the Portland, Ore.-based RIA firm Pure Portfolios in August to follow his vision of tying fees to performance for accredited investors. 

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Eager To Avoid Burning Out, Advisors Maintain A Fresh Perspective

Deep into their careers, advisors can tire of the thousands of emails, client meetings and administrative hassles that vie for their attention. The onslaught of daily work can become a grind.

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On Social Security, financial advisers tell clients to not count on much

Ask two financial advisers what they think about the future of Social Security benefits, and you'll get two different answers.

Ask three financial advisers the same question, and you'll get three different answers. And on it goes. Click to Read More.

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Human Advisors Accept They Have To Join Ranks With The Robos

When robo-advisors first hit the scene a few years ago, traditional human financial advisors were anxious about facing off against this lower-cost automated competitor. But now, most humans have adopted an "If you can't beat 'em, join 'em" mentality.

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