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Where Does Your Advisor Get Their Clients?

Where Does Your Advisor Get Their Clients?

Understanding how an RIA gets clients can be an important factor for prospective clients or for advisors looking to join an RIA. Every registered investment adviser (RIA) is looking for the same thing, more clients. Understanding how an RIA gets their clients can be...

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How Do You Manage Risk With Time?

How Do You Manage Risk With Time?

By Aaron CFP®, Managing Director   “Successful investing is about managing risk, not avoiding it.” -Benjamin Graham There are many ways to manage risk.  One way is with time. Take a look at the green bars in this chart, representing the range of investment...

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Escalator Up, Elevator Down

Escalator Up, Elevator Down

By Aaron CFP®, Managing Director “Escalator up, Elevator down” is a good metaphor to describe movements in the stock markets. On September 20, 2018 the S&P 500 Index peaked at 2930.  The index gained approximately 17% over the previous 12-month period.   It took...

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Videos

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Podcasts

Episode #8: Investing In Real Estate

Episode #8: Investing In Real Estate

What should you consider when making the choice to buy a home or rent? What about purchasing real estate as an investment? Our special guest is Brad Tatar, Managing Director of Spotlight Asset Group’s Tampa, Florida office who will walk us through everything you should think about before buying a house, condo, or Real Estate Investment Trust.

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Behavioral Finance

Behavioral Finance

Every investor has the same flaw: we are human. By understanding and recognizing our human biases and behaviors we can become better investors. Our special guest is Priscilla Liang, Professor of Finance at California State University Channel Islands, who explains many of our biases, where they come from, and how they affect us as investors.

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Mental Health and Wealth

Mental Health and Wealth

May is Mental Health Awareness Month and on this podcast we discuss mental health and money.  Our special guest is Jacob Moore, Founder and CEO of No Stigmas, a non-profit organization whose mission is to ensure no one faces mental health challenges alone. 

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