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Practice Management

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Virtual Office

The idea of “going virtual” is not for every advisor—or every client, for that matter. However, doing so may offer a range of potential benefits that can help grow a practice and increase its profitability. Read on!    

Peer-To-Peer

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The Odd Index or Two

More than a century later since the founding by Dow Jones of the world's first stock market index, we’re still trying to predict the direction of stock prices and track broader economic activity through the use of these analytical indices, some of which have very odd names.

Markets and Investments

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Behavioral Approach to Portfolio Rebalancing

One of the key distinctions between traditional mean-variance asset allocation and behavioral theory is how risk is defined. Modern portfolio theory (MPT) defines risk as the variance around the mean return, while behavioral theory suggests that individuals view risk in terms of not meeting an important financial goal.            

Industry Trends

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Work/Life Balance

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