--- 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) [![GeoWealt](https://blog.geowealth.com/hs-fs/hubfs/Support%20Center/logo-geowealth.png?width=247&height=37&name=logo-geowealth.png "GeoWealt")](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/) - [Technology](https://geowealth.com/advisor-technology/) - [Solutions](https://geowealth.com/portfolio-solutions/) - [Services](https://geowealth.com/services-and-support/) Toggle children for Services Main Menu (Press to Return) \> Services - [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/) - [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-talent-stack-podcast.jpg?height=500&name=blog-banner-talent-stack-podcast.jpg) [Case Studies & Interviews](https://blog.geowealth.com/tag/case-studies-interviews) ## [Talent Stack Podcast](https://blog.geowealth.com/talent-stack-podcast) In this podcast, Jack Hannah, President & COO of GeoWealth, details how firms can support employees’ careers while helping advisors serve clients more efficiently. ![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_Manley.png) **Katie Bomher** 11/2/26, 8:43 AM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-market-commentary-2026-q3.jpg?height=500&name=banner-market-commentary-2026-q3.jpg) [Market Commentary](https://blog.geowealth.com/tag/market-commentary) ## [Market Commentary: Q3 2026](https://blog.geowealth.com/market-commentary-q3-2026) ![](https://blog.geowealth.com/hubfs/Headshots/Rob%20Gee%20Square.jpg) **Rob Gee, CFA®, CAIA** 10/8/26, 12:16 PM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-asset-location-umh.jpg?height=500&name=banner-asset-location-umh.jpg) [Operations & Back Office](https://blog.geowealth.com/tag/operations-back-office) ## [Asset Location vs. UMH: A More Scalable Path for RIAs](https://blog.geowealth.com/asset-location-vs-umh-a-more-scalable-path-for-rias) ![](https://blog.geowealth.com/hubfs/Headshots/headshot-josh-hagar-square-rounded.png) **Josh Hagar** 10/8/26, 10:22 AM ## Explore All Blog Posts from GeoWealth [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images=16.png)](https://blog.geowealth.com/market-commentary-november-2024) ### [Market Commentary: November 2024](https://blog.geowealth.com/market-commentary-november-2024) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM November's Key Themes: E... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+7.png)](https://blog.geowealth.com/wsr-building-a-wealthtech-firm-from-the-ground-up) ### [Building a Wealthtech Firm From the Ground Up](https://blog.geowealth.com/wsr-building-a-wealthtech-firm-from-the-ground-up) How GeoWealth Started, Grew And Adapted To Meet Changing Market Conditions [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-1.png)](https://blog.geowealth.com/billion-dollar-backstory-podcast) ### [Billion Dollar Backstory Podcast](https://blog.geowealth.com/billion-dollar-backstory-podcast) Hear from Scott MacKillop & Stacy Havener I was fortunate to sit down recently for a conversatio... [![](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... 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 (33)](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 (24)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (16)](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) ![](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. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal. [Overview of Solutions](https://geowealth.com/geowealth-overview-investments-technology-service/) Get Powered by GeoWealth. Schedule a Demo Today. [![Schedule a Demo](https://no-cache.hubspot.com/cta/default/7742095/8a023122-555e-481f-a634-e81497b6f22d.png)](https://cta-redirect.hubspot.com/cta/redirect/7742095/8a023122-555e-481f-a634-e81497b6f22d) [![GeoWealth](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=280&height=42&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "GeoWealth")](https://geowealth.com/) **PLATFORM** - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) - [FAQs](https://geowealth.com/geowealth-faqs/) **COMPANY** - [About](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [In The News](https://geowealth.com/news/) - [Resources](https://geowealth.com/resources/) **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/) GeoWealth is a registered trademark of GeoWealth, LLC  |  © All Rights Reserved  |  [Privacy Policies](https://geowealth.com/policies/)  |  [Form ADV](https://adviserinfo.sec.gov/firm/summary/148222)  |  Do Not Sell/Share My Personal Information [444 N. Michigan Ave, Suite 3150](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [Chicago, IL 60611](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [312.219.9160](tel:312-219-9160) [connect@geowealth.com](mailto:connect@geowealth.com) *Information presented is for informational and educational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Content is general in nature and should not be construed as personalized investment, legal, tax, or accounting advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Investment Advisory Services offered through GeoWealth, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Please consult appropriate professionals regarding your specific circumstances. Links to third-party websites are provided for convenience only; GeoWealth is not responsible for the content of external sites.*