How Are Investments Like a Bar of Soap?


The return of volatility has prompted many investors to make knee-jerk reactions. The noise in the media can be confusing to investors, and here’s a great opportunity to provide your clients with understanding about the markets — invite them to our Quarter-in-Review webinar.
This quarter we look at the difficulties of trying to beat the market…and show how investments are like a bar of soap.
Join me and Sheldon McFarland next Tuesday, October 28, at either 10 am or 5 pm PT. We’ve included a sample client invitation below.
If you have access to MyAdvisorCenter you can preview the presentation slides under Communications->Clients->Quarter-in-Review. You can also view a PDF of the presentation on our website under Commentary & Publications.

Register for 10 am
Register for 5 pm
Click here for sample client invite
IRN R 14-450

7 Leadership Behaviors for Financial Advisors

PrintLeadership.You’ll find 71,900,000 Google hits on the topic, and if you’re looking for your next book club selection Amazon has over 152,000 results.
As financial planning practitioners, we may not always consider ourselves leaders. Yet we lead our clients towards better financial decisions through the financial planning processes. We lead our staff and collaborate with outside professionals. Many of us are leaders in local communities—either in pro-bono initiatives or community-based organizations.
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Can the New Morningstar Analyst Rating Predict Performance?

Average Rolling 12-Month Return Rank after Rating Assignment
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Morningstar introduced its new “Analyst Rating” for mutual funds in 2011. This new rating is based on forward-looking analysis, as opposed to the Morningstar Star Rating that is based on backward-looking analysis. (See Table at the end of the blog for a summary of the differences between the two ratings systems.)
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