Expert GTC 3 – White Paper

expertGTC3_WHITE_PAPER_v 2   – Link to the white paper on ExpertGTC3 Every financial advisor can use the ExpertGTC3 as a tool […]

Investment Options- The Optimal Portfolio

The optimal portfolio concept falls under the modern portfolio theory. The theory assumes (among other things) that investors fanatically try […]

The 400% Man

By BRETT ARENDS, Smart Money, On a fall day in 2010, half a dozen wealthy investors and portfolio managers converged […]

Annuity fees a turnoff for clients and advisers

Products are ‘difficult to assess,’ commission-based distribution seen as a problem By Lavonne Kuydendall Although annuities are getting more attention […]

Bulletproof Your Portfolio Against Another Global Meltdown

From Chazen Global Insights website, Suppose you knew only one thing about a particular set of people: that they were […]

11 Ways to Diversify in 2011

By Kelly Campbell, U.S. News, Investment critics have disparaged asset allocation and modern portfolio theory for several years, arguing that […]