Active investment management’s weekly magazine for fee-based advisors

Tony Hellenbrand

Buy and fold

The only investment approach investors should consider is one they will actually follow. Millions of Americans follow what has become traditional advice to “buy and hold.” This approach might be best summarized by John Bogle, founder of The Vanguard...

Helping clients climb down the mountain

Behavioral research has documented many of the obstacles that trip up self-directed investors—the first step in gaining knowledge is often one of self-awareness. As financial advisors, we wear many hats: detective, analyst, strategist, architect,...