Hear from Scott MacKillop & Stacy Havener I was fortunate to sit down recently for a conversatio...
Financial literacy for your clients helps you both win There is good news for financial advisors! Re...
Control what you can control. Fees and expenses are two of the most important factors to consider wh...
Stocks are often grouped into two distinct categories or styles, growth and value. Knowing the diffe...
What are the goals of your portfolio? Investors often ask, “When I build a portfolio comprised of st...
What's an acceptable level of tracking error? Tracking error measures the variation in performance b...
Buying low and selling high can be an elusive dream for most people. The stock market goes up and th...
Predictions are common, but are they reliable? It is not uncommon for investors to make predictions ...
What is market capitalization? The US and international stock markets can be broken down into groups...
ETFs are professionally managed, diversified portfolios of stocks, bonds, or other assets that are t...
Both the SEC and FINRA require performance-based advertising and sales literature to include the sta...
