Context and perspective to improve behavioral finance patterns and make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.
By The Advisory Group October 14, 2016
Surprise parties would surely be less fun without it, and life would generally be more boring if all outcomes were known in advance. And, while capital markets react negatively to increases in uncertainty, it is that very same absence of clear outcomes that makes the capital markets possible and worthwhile in the long-run. Unpredictability is… [Read More]
By The Advisory Group October 5, 2016
Investor angst over the unexpected vote on Brexit was short-lived with a “risk-on” theme returning to the markets in July and leading to stock market highs for the Dow, NASDAQ and S&P 500 in August. Highly unusual election antics and continued geopolitical concerns on a number of fronts did not dampen investors’ risk appetite or their quest for yield.
By The Advisory Group July 15, 2016
Brexit, Regrexit, Bremorse, Breturn? The 2nd quarter was reasonably uneventful and markets were relatively placid until June 23rd, when British voters narrowly approved the Brexit referendum. Investor complacency was replaced with shock, and markets reacted fiercely. Volatility spiked, global bond yields fell sharply.
By The Advisory Group April 20, 2016
The DoL recently announced finalization of the “Fiduciary Rule.” Given the final language of the law and the relatively minor changes from the proposed version in 2015, the public should be concerned. As background, and unbeknownst to most consumers, the financial industry is divided into two groups: 1) A very large group of firms, both… [Read More]
By The Advisory Group July 20, 2015
Most people want to help keep their investment planning and lives simple, but they don’t want their strategic planning or investment portfolios to be simplistic. This is a critical distinction understood by the savvy consumer. To us, “simple” means “easy and helpful” for our clients. Simplicity occurs for our clients as a result of our… [Read More]