Insight Reports
August 14, 2021
Benchmark Selection for Investment Portfolios Introduction Benchmarking is the process of comparing your investment portfolio to a market index. Investors should carefully assess benchmark selection. This is especially important for multi-asset portfolios subject to periodic rebalancing and cash distributions. A well-chosen benchmark is like a compass that can quickly tell […]
July 8, 2021
Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting. Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]
July 6, 2021
Financial Market Outlook 3Q.2021 The Financial Market Outlook provides a top/down analysis of the U.S. stock market. The objective is to identify those sectors, industries and firms that are most likely to drive stock market performance in 3Q. This article was updated on 05-Aug-2021. Multi-Asset Returns The reopening trade dates […]
May 5, 2021
2021 Important Planning Numbers Download There are lots of important planning numbers that that we work. Our Clients also have important planning numbers they to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the […]
April 30, 2021
Important Planning Milestones 2021 Download Important Planning Milestones 2021 is a list of key milestone dates that advisors and clients need to keep in mind. Retirement benefit maximization and eligibility requirements often depend on a client’s year of birth or other life-cycle milestones and circumstances. Important milestones are not always […]
March 23, 2021
Financial Market Outlook Q2.2012 With the start of the new quarter, a top-down market analysis is applied to define the outlook for equities in Q2. The goal is to understand what market sectors are most likely to drive stock market performance as the economy transitions from a recovery phase into […]
January 15, 2021
Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle. Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not. Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]
December 4, 2020
Issues to Consider in a Client Discovery Meeting Download Your initial experience with us is very important and begins with the Discovery Meeting. The Discovery Meeting will set the stage for what you can expect from us in the future. Our data collection and structured interview process is all about […]