by Derek Hernquist | Aug 1, 2022 | Appearances, Media
Our PMs spend most of their time on research and portfolio reviews, but I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle the most common...
by Derek Hernquist | Jun 8, 2022 | Blog, Financial Planning
A post I wrote when my kids were a bit younger…events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money, focus on the long-term. And most investors know this is the formula for success. Easy,...
by Derek Hernquist | May 26, 2022 | Appearances
We recently recorded a 10 minute call, to talk through the selloff into future opportunity. I was joined by a couple of our expert PMs: John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity Analyst/PM Key topics covered: Double...
by Derek Hernquist | Apr 25, 2022 | Blog, Financial Planning
As discussed in a prior post, the order in which returns accrue can be the difference between a comfortable retirement and one facing some tough budgeting decisions. The sequence of market returns is out of the investor’s control, but addressing this risk...
by Derek Hernquist | Apr 21, 2022 | Appearances
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle...
