Finding Your Niche as a Financial Advisor
Co-Founders of the CWA Network John & Mike discuss how John narrowed down his niche market and why it’s a vital task…
Portfolio
Should You Use a Robo-Advisor?
According to research firm MyPrivateBanking, robots are expected to manage over $4 trillion worth of assets within the next two years. Additionally,…
Simple Rebalancing Rules Are Best
An article in The Economist discusses the importance of asset allocation for every investor, citing the benefits of keeping it simple: “There…
Why You Should Not Bet On (High) Beta
One of the more fascinating theories in behavioral finance is the “theory of leverage aversion,” which, simply put, is the notion that…
Signals of Warning vs Signals of Opportunity
As Sam Lee has written, valuation in isolation can be a poor tool for making portfolio allocation decisions. However, when paired with…
Why Trade Inverse ETFs?
This video provides an explanation of why this trader uses inverse ETFs as a way to generate profits. With due diligence and…
Understanding Leveraged and Inverse ETFs
Investors looking into leveraged and inverse ETFs should approach with caution an exercise their due diligence. This video teaches the risk factors…
Investment Portfolio Rebalancing Explained
Financial planners rebalance client portfolio back to asset allocation targets because they manage hundreds of accounts. An individual investor does not have…
Misplaced Fears in Defensive Assets
Bonds are typically viewed as a defensive component for use in an investor’s portfolio since tend to perform best when your riskier…
Using Multi-Asset Portfolios for Diversification
Aggressive portfolios typically have less diversification than conservative ones, so their return variations are greater–Robert Miehm, senior analyst at Morningstar Investment Management…
How Canada’s Exclusion from NAFTA Talks Affects Portfolios
The trade tensions with the US have strained Canadian companies and their outlooks for the future. With Canada being left out at…
Add Robotics and AI to Your Portfolio for Better Sleep
By Chris Buck If you’re like most investors, you’re longing for a return to the “good old days” of 2017. Although the…
Why Millennials Like ETFs
Exchange-traded funds are quickly becoming the go-to investment choice for millennials. According to Charles Schwab, over 60% of millennials have either begun…
How To Diversify Your Portfolio Intelligently
Successful investing can seem like a conundrum because some of the richest investors allocate their money differently to how most retail investors…