Practical analysis for investment professionals

Tell Your Clients


Should You be Buying High Yield Bonds? (Video)

With bond yields at historic lows, many investors find themselves reaching for yield. This video discusses how to safely do that.

Should You Invest in Housing Right Now? First, Learn How to Value It

Robert Stammers, CFA, discusses why you should learn to value housing before you decide to invest in it.

Helping Financial Advisers and Clients Avoid “Financially Dysfunctional Behavior”

One of the challenges investment professionals face is figuring out effective ways of helping some clients become smarter about their decisions. This is key to offsetting what Nobel Laureate Robert C. Merton calls "financially dysfunctional behavior."

Financial Planning: The Proper Role of Insurance (Video)

How to use insurance properly to protect and grow wealth while minimizing cost.

Tools for Handling the Psychology of Family Governance and Intergenerational Wealth Transfer

Money and stress often go hand-in-hand, and advisers are often called upon to help couples and families navigate the thorny emotions surrounding personal finances and wealth transfer

How Do You Choose a Broker? (Video)

One of the more important drivers of success in investing can be the partners that you choose to help implement your investment plan. This video explains how you should think about the problem of selecting a broker.

Does It Make Sense to Dollar-Cost Average? (Video)

Dollar-cost averaging works best for investors that may not have a lot of wealth, but do have a steady stream of income.

How to Build a Good Relationship With Your Adviser (Video)

The determinants that form a healthy adviser/investor relationship.

How Do You Determine Your Financial Position? (Video)

Individual Investors need to be sure of their investment capabilities. This video gives insight on how best to assess your financial capabilities.

Five Questions Every Investment Trustee Should Ask about Risk

Benjamin Graham, the father of security analysis, once said, “The essence of investment management entails the management of risk, not the management of returns.” This is advice that every investment trustee should take to heart.



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