I recently returned home from the annual Financial Planning Association conference in Seattle. There were lots of great breakout sessions but the one that got me thinking the most was Michael Kitces’s presentation about the “Rising Equity Glidepath”. If you have a chance to see...
I recently finished reading Warren Buffett’s Letters To Berkshire Hathaway Shareholders 1965-2013 as well as Michael Kitces’s recent blog posts about the threat of robo-advisors. Having read these pieces it made me think…. What would Warren Buffet do if he were the owner of a financial...
I was recently nominated as one of Wealthmanagement.com's 10 to Watch in 2015. It's a real honor! Obviously this wouldn't have been possible without our customers. So this recognition is dedicated to them. Thank you!...
At Pocket Risk we like to create tools to help advisors do their jobs better. Every day we speak to advisors about risk and a common comment is the need to educate their clients. As a result we put together this free 6-part email course...
Let's get personal. I was previously an employee at Facebook and just like many other Silicon Valley employees I was offered equity in the business as part of my compensation. When the company IPO'd I suddenly had money to invest, along with many of my...
Sometimes you are looking for technology tools for your business and don’t want to spend the whole day “googling” around. So we polled some of our customers and asked our network for a list of technology they were using. This is what we heard (in...
Over the last 16 months I've spoken to 248 financial advisors about understanding their clients' risk tolerance. Most see the importance of this task but occasionally you will find a skeptic. Someone who doubts the process will yield anything valuable. Below I share the most...
Last week I did an awesome interview with Chuck Hammond (to the left) of the 401k study group. Listen to it here. We talked about how Pocket Risk can help advisors and what makes us unique. I had a blast!...
Earlier this week I came across a great article in the Economist titled "Labour Pains". It tells a story of something we already knew but were lacking statistics. All around the world labor is loosing out to the power of capital. Technology in particular has...
I recently interviewed Ray Ferrara of ProVise Management Group LLC. He is the President and CEO of a Barron's ranked financial planning and investment firm based in Florida. John: Can you give us some quick background on ProVise? Ray: Sure, first and foremost ProVise is a financial planning firm....
