News

Add Historical Context to Risk Profile Questionnaires (investmentnews.com)

Risk Isn’t Static: Advisors Need To Stop Treating It That Way (forbes.com)

Understanding What Asset Allocation Really Means (forbes.com)

Greg Luken Talks US vs International Markets (tdameritradenetwork.com)

Greg Luken Discusses 80/20 Investing (tdameritradenetwork.com)

Dow drops 200 points as Fed fails to give a clear signal of further rate cuts (cnbc.com)

It’s going to take some sort of catalyst for the markets to move higher…

Don’t Care About Your Advisor’s Business Model? You Should. It Could Be Costing You Money (forbes.com)

A gap remains between what clients want and what their advisors actually do when stocks go sideways or down.

Nightly Business Report: ETFs That Could Weather Geo-Political Disruptions (nbr.com)

Greg Luken And Ivan Feinseth Talk Beyond Meat (BYND) And Its Over $6B Valuation (tdameritradenetwork.com)

Overcoming reservations about converting to investment models (www.investmentnews.com)

With few exceptions, advisers today should be using investment models, which save time, improve processes and allow them to spend more time with clients, all of which directly correlates to higher profits.