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Gaining Perspective

Jul 25, 2019

Asset allocation, manager diligence and selection and risk control are the core contributors to investment performance.  As investors face a subdued economic outlook with increased volatility, making the right decisions in each of those disciplines is essential. 


Jul 24, 2019

One of the most consequential decisions in every one of our lives is enrolling in Medicare. We will make fateful decisions that will affect our healthcare for the rest of our lives. Danielle Roberts, an expert on Medicare enrolment, examines the choices we must make.


Jul 19, 2019

Dr. Suzanne Peterson delivered a keynote presentation at the NAPFA spring conference, and Bob discusses her penetrating insights about the unconventional questions advisors should ask to select for exceptional new hires. Bob also tells us what he really thinks about Reg BI - and what is in store for attendees of his...


Jul 15, 2019

Several years ago, Allison Schrager walked into the Moonlite BunnyRanch, a legal brothel in Nevada. She was there to study economics – specifically how the owners and sex workers dealt with and reduced the risks of their professions. Allison discusses the lessons from that experience, as well as a number of...


Jul 10, 2019

ONLN is the only ETF that lets investors tap into the explosive growth of online retail by pinpointing retailers that principally sell online—and then zeroing in on its largest, most iconic companies, like Amazon and Alibaba.