--- title: GeoWealth Blog (3) description: Blogs, insights, and educational materials from GeoWealth for Financial Advisors. (3) image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/page/3#top) [Skip to Content](https://blog.geowealth.com/page/3#body) [![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) > About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) Toggle children for Services & Support Main Menu (Press to Return) > Services & Support - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) > Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) > Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) # Insights from GeoWealth Recent blogs and educational materials from GeoWealth for Financial Advisors. ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/blog-banner-wealthtech-on-deck-podcast.jpg?height=500&name=blog-banner-wealthtech-on-deck-podcast.jpg) [TAMP & Technology](https://blog.geowealth.com/tag/tamp-technology) ## [WealthTech on Deck Podcast](https://blog.geowealth.com/wealthtech-on-deck-podcast) In this podcast, Jack Hannah, President & COO of GeoWealth, details how RIAs can scale operations while expanding portfolio flexibility. Listen Now. ![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_Manley.png) **Katie Bomher** 7/28/26, 11:28 AM ![](https://blog.geowealth.com/hs-fs/hubfs/AdobeStock_1525123909.png?height=500&name=AdobeStock_1525123909.png) [Market Commentary](https://blog.geowealth.com/tag/market-commentary) ## [Market Commentary: Q2 2026](https://blog.geowealth.com/market-commentary-q2-2026) ![](https://blog.geowealth.com/hubfs/Headshots/Rob%20Gee%20Square.jpg) **Rob Gee, CFA®, CAIA** 7/13/26, 2:19 PM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/blog-banner-geowealth-recognized-in-americas-best-tamps-2026.jpg?height=500&name=blog-banner-geowealth-recognized-in-americas-best-tamps-2026.jpg) [TAMP & Technology](https://blog.geowealth.com/tag/tamp-technology) ## [GeoWealth Recognized in America’s Best TAMPs 2026](https://blog.geowealth.com/geowealth-recognized-in-americas-best-tamps-2026) ![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_Manley.png) **Katie Bomher** 4/22/26, 12:44 PM ## Explore All Blog Posts from GeoWealth [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=6.png)](https://blog.geowealth.com/market-commentary-october-2024) #### [Market Commentary: October 2024](https://blog.geowealth.com/market-commentary-october-2024) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM October's Key Themes: Eq... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-13.png)](https://blog.geowealth.com/benefits-and-industry-trends-outsourced-investing) #### [The Benefits and Industry Trends of Outsourcing Investment Management](https://blog.geowealth.com/benefits-and-industry-trends-outsourced-investing) Finding Scale Through Outsourcing As your firm grows, you’ll inevitably come to a critical crossroad... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/Blog%20Email%20Header%20Images6.png)](https://blog.geowealth.com/considerations-and-trade-offs-of-outsourcing-investment-management) #### [The Considerations and Trade-Offs of Outsourcing Investment Management](https://blog.geowealth.com/considerations-and-trade-offs-of-outsourcing-investment-management) Evaluating the Right Option for Your Firm Recent studies have shown that outsourcing investment mana... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=5.png)](https://blog.geowealth.com/market-commentary-september-2024) #### [Market Commentary: September 2024](https://blog.geowealth.com/market-commentary-september-2024) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM September's Key Themes: ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-28.png)](https://blog.geowealth.com/value-of-being-a-client-educator) #### [The Value of Being a Client Educator](https://blog.geowealth.com/value-of-being-a-client-educator) Financial literacy for your clients helps you both win There is good news for financial advisors! Re... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/Blog%20Email%20Header%20Images.png)](https://blog.geowealth.com/3-reasons-advisors-should-use-a-tamp-to-invest-in-umas) #### [3 Reasons Advisors Should Use a TAMP to Invest in UMAs](https://blog.geowealth.com/3-reasons-advisors-should-use-a-tamp-to-invest-in-umas) UMAs for RIAs Unified Managed Accounts offer a host of benefits to investment advisors and their end... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=.png)](https://blog.geowealth.com/trends-with-benefits-podcast) #### [VanEck Trends with Benefits Podcast](https://blog.geowealth.com/trends-with-benefits-podcast) Hear from Colin Falls & Ed Lopez GeoWealth CEO, Colin Falls, sat down with Ed Lopez, Managing Di... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D9.png)](https://blog.geowealth.com/fees_and_expenses) #### [Fees and Expenses: Do They Really Matter?](https://blog.geowealth.com/fees_and_expenses) Control what you can control. Fees and expenses are two of the most important factors to consider wh... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-5-years-of-americas-best-tamps.jpg)](https://blog.geowealth.com/5-years-of-americas-best-tamps) #### [5 Years of America’s Best TAMPs](https://blog.geowealth.com/5-years-of-americas-best-tamps) GeoWealth in America's Best TAMPs For the fifth year in a row, we’re proud to be listed among The We... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-14.png)](https://blog.geowealth.com/growth_and_value) #### [Balancing Growth and Value Stocks for a Diversified Portfolio](https://blog.geowealth.com/growth_and_value) Stocks are often grouped into two distinct categories or styles, growth and value. Knowing the diffe... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+7.png)](https://blog.geowealth.com/fixed_income) #### [Short, Intermediate, and Long-Term Fixed Income](https://blog.geowealth.com/fixed_income) What are the goals of your portfolio? Investors often ask, “When I build a portfolio comprised of st... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-39.png)](https://blog.geowealth.com/understanding_tracking_error) #### [Understanding Tracking Error](https://blog.geowealth.com/understanding_tracking_error) What's an acceptable level of tracking error? Tracking error measures the variation in performance b... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D3.png)](https://blog.geowealth.com/understanding_tax_alpha) #### [How To Calculate Your Tax Alpha](https://blog.geowealth.com/understanding_tax_alpha) Understanding Tax Alpha Tax alpha measures the benefits of decisions made by a portfolio manager tha... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-37.png)](https://blog.geowealth.com/marketing_timing) #### [Why Market Timing Doesn't Work](https://blog.geowealth.com/marketing_timing) Buying low and selling high can be an elusive dream for most people. The stock market goes up and th... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-26.png)](https://blog.geowealth.com/difficulty_predicting_interest_rates) #### [The Difficulty of Predicting Interest Rates](https://blog.geowealth.com/difficulty_predicting_interest_rates) Predictions are common, but are they reliable? It is not uncommon for investors to make predictions ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=3.png)](https://blog.geowealth.com/understanding_market_cap) #### [Understanding Market Capitalization](https://blog.geowealth.com/understanding_market_cap) What is market capitalization? The US and international stock markets can be broken down into groups... Explore additional blog articles: [Previous Page](https://blog.geowealth.com/page/2) [1](https://blog.geowealth.com/) [2](https://blog.geowealth.com/page/2) [3](https://blog.geowealth.com/page/3) [4](https://blog.geowealth.com/page/4) [5](https://blog.geowealth.com/page/5) [Next Page](https://blog.geowealth.com/page/4) # *Thought Leadership* What We're Thinking About. Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (23)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (11)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (15)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![Phone in hand](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. 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