Spotlight: Diversifying client portfolios with actively managed strategies
The benefits of true diversification
A key portfolio objective should be to minimize outcome variability. This is the foundation for “true” diversification, blending uncorrelated asset classes and different investment strategies. Read more
Will 20th-century investment strategies meet 21st-century longevity needs?
This century’s advanced health care is expected to help increase life expectancies by many years. Will 20th-century lifestyle and target-date strategies meet the investment needs of an older, expanded retiree population? Read more
How a diversified money-management approach reinvigorated my practice
Adam Koos, president at Libertas Wealth Management Group, explains why “combining strategic investment management, tactical trend following, and active portfolio management was a game changer” for his practice. Read more
INDUSTRY INSIGHTS
In-depth examinations of significant developments in investment research, financial technology, behavioral finance, and active management approaches.
ADVISOR PERSPECTIVES
Experienced financial advisors discuss practice philosophy, client service, investment strategies, and how they have set their practices apart.
MARKET COMMENTARY
Observations and outlooks from well-known technical and research analysts, financial authors, and economists.
PRACTICE MANAGEMENT
Successful financial advisors provide tips on business-building strategies, including prospecting, obtaining referrals, client communications, marketing, technology, and more.
WEEKLY CHART REVIEW
Analysis of a timely market or economic theme illustrated with insightful charts.
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Developing clear goals for client relationships
Brent Mowinski, founder of Mowinski Financial LLC in Michigan, works with many distinct client segments with a goal of addressing their unique financial-planning needs. The key driver of his firm’s business growth is client referrals, which he attributes to his firm’s excellent service and comprehensive range of products and offerings. He outlines five core goals that guide his approach to developing successful client relationships:
- Help clients preserve and grow their investments.
- Help clients establish a long-term financial plan.
- Regularly monitor progress and performance.
- Offer competitive management fees.
- Help clients simplify their financial lives.
