Question the Narrative

Narratives Are Just Short CutsA narrative can be defined as a particular way of explaining or understanding things. It is a type of shorthand communication used to simplify and clarify that which is complex and opaque. Narratives are commonplace in the investing world. Investing is hard work – why not take a short cut here…

Too Passive About Your Investments?

The Future is UncertainInvesting is rife with uncertainty for the simple reason that the future is uncertain. All other things being equal, the greater the uncertainty (risk), the higher the expected return.  Nevertheless, there are two variables that you, as an investor, can control: 1) how much you invest, and 2) the annual expenses, if…

Preparing Clients For The Risk Of Cognitive Decline by FA-Mag.com

Advisors know the many challenges that come with clients’ increased life expectancy. Yet the possibility of diminished intellectual capability may seem outside their normal purview. It shouldn’t. If you want to help your clients prepare for the future, experts say you can’t ignore the unpleasant possibility of their age-related cognitive decline.Be Prepared “Financial advisors must…