Beware: Market Volatility Ahead!

Posted by Tony Davidow, CIMA on Oct 28, 2020 4:37:21 PM

With COVID cases on the rise, Congress’s inability to pass a stimulus bill, and uncertainty about the Elections, financial advisors and investors should expect market volatility to spike in the coming weeks. The number of COVID cases here and abroad have been rising rapidly over the last couple of weeks. While the vaccine trials look promising, most experts suggest that a vaccine will not be universally available until mid-late next year.

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Applying Behavioral Finance Practices Leads to More Clientele

Posted by Communications Staff on Oct 9, 2020 9:45:00 AM

“The most important quality for an investor is temperament, not intellect.”

-Warren Buffett


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Topics: economics

The Role of Continuing Education in Competency Assurance

Continuing education is important not only to our industry but to consumers. Our industry is constantly changing, we have seen the industry evolve over the last 70 years greatly; from new technologies, and products to portfolio management theories. Continuing education is necessary for our industry and for financial advice professional to stay current with the latest developments, skills, and new technologies. Not only that, studies have shown that continuing education can boost confidence...

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How to talk to your clients about the 2020 election

Posted by Communications Staff on Oct 3, 2020 9:00:00 AM

With the 2020 presidential election a little over month away, are you prepared to address your clients’ needs? Fierce campaigning and near-constant media coverage can have an impact on how clients view their portfolios. Indeed, much of the focus on campaign coverage — along with the current volatility related to the COVID-19 pandemic — is on how voter finances will be impacted by whomever wins the election in November.

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The 70-Year History of Investment Consulting Part 3: 2006 - Present

Posted by Ron Surz on Oct 1, 2020 10:54:08 AM

This blog is part 3 of a three-part series covering the evolution of investment consulting. This blog explores 2006–Present.

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The 70-Year History of Investment Consulting: Part 2 - 1986-2005

Posted by Ron Surz on Sep 24, 2020 5:15:07 PM

Investment consulting has a long history that has been marked by innovations occurring about every 10 years. This blog is Part 2 of our three-part 70-Year History Series. This blog explores 1986-2005.

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Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


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