by JD Gardner | Feb 14, 2020 | Blog, Investing Behavior, Portfolios
This is a post for any advisor that uses models or third-party management of any kind and is out there hunting for the best. It’s also applicable to the client that’s expecting Warren Buffett- type performance year in and year out from their advisor. Two background...
by JD Gardner | Feb 14, 2020 | Blog, Portfolios
Custom models, off the shelf models, and everything in between – that’s what we do day in and day out. Fortunately, we are busy. We’ve carved out a niche to provide service and economics for advisors exploring how to leverage the efficiency that models potentially...
by JD Gardner | Feb 14, 2020 | Blog, Equities, Risk
The last decade has made that fact easy to forget, but eventually the market will remind us, and may be doing so now. Volatility is a feature of the markets. If you want the upside, you cannot avoid volatility. If you are positioned to feel no risk, you will also...
