The question we should all ask: how did we miss that?I recently returned from a week-long trip to Germany which centered around an Army reunion in Fulda, Germany, along the former East-West German border. A lot has changed in the 32 years since I was stationed there. Sadly, after three decades of post-Cold War peace,…
different types and levels of advice I have learned and observed much in my 23 years as a financial advisor, on both the brokerage and investment advisory sides of the fence. There have been major industry changes: evolution from trading to asset management to holistic planning, increased regulatory oversight, product innovations, etc. One thing that…
The Latest Culprit Investors are overwhelmed by the availability of investment providers, strategies, and products. Too much choice can be counter-productive, causing “paralysis by analysis.” The latest culprit: “thematic” investing. The foundation of thematic investing is the early identification of emerging, macro trends. Trends can take different forms, to include societal (ex. aging global population)…