InvestmentSense

Times of extreme market volatility can be unnerving for investors, but in stressful times, changing a long-term investment plan can undermine investors' ability to achieve their investment goals. For investors in multifactor exchange-traded funds (ETFs), we believe it’s important to maintain a long-term and consistent focus in turbulent times. The size, value, and profitability premiums targeted by multifactor funds can materialize quickly, rewarding disciplined investors who are well positioned to capture them. 

There’s no shortage of free information out there. It’s everywhere you turn these days—social platforms, data, products, education, news, content. The sources of such information compete for your clicks, and then it’s not about adding objective value anymore. It’s about telling a story—a narrative that inevitably favors the owners’ interests over the users. But as historian and political commentator Niall Ferguson ironically explained at Schwab’s 2018 IMPACT conference in Washington, DC: "The...

“Experience is simply the name we give our mistakes.” Oscar Wilde

Don’t continue to let behavioral biases impact portfolio construction. By acknowledging that advisors are subject to many of the same behavioral biases as clients new report, Mitigating the Impact of Advisors’ Behavioral Biases, will show advisors how they can improve their portfolio construction and management processes.

-Tony Davidow, CIMA^®,  President & Founder T.Davidow Consulting, LLC

Many experts agree that meaningful and valuable training not only increases morale but has a significant impact on the productivity of their advisors. In fact, the research group Gallup, found that one of the most important factors in creating a “high-performance workplace” is creating a culture that values the growth of individuals.