Post Archive

Did you mean to say asset allocation? That’s usually the response we get from clients when we bring up asset location within their portfolio. Both asset allocation and asset location are important considerations when building an investment portfolio to meet a client’s specific goals. The best way to think about this is that asset allocation…

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Everyone, including financial advisors, loves to be recognized as being among the best in their business. And in the financial advisory and wealth management industry, there is no shortage of Top Financial Advisors or Top Wealth Advisors lists. But how good are these lists at determining the best in the financial advisory business? More importantly,…

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It’s a question that many of our clients have asked us as the stock market continues to hit new highs seemingly every day. And one that we hope to explain in this video. We discovered a fascinating chart that we think describes why the stock market is holding up or goes higher even when there’s…

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Join us on Wednesday, December 4th for Bisnow Live – 2014: Which Way is Up for Washington Business held at the Ronald Reagan and International Trade Center. Barry Glassman will once again interview David Rubenstein, billionaire, co-founder of the Carlyle Group, and one of the world’s most successful business leaders at this must-attend event. Learn…

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To help investors better understand the complicated landscape of investing, CNBC Digital has brought together 20 of the nation’s leading wealth managers and financial experts to create the CNBC Financial Advisor Council. They will provide straight-forward, informative content through guest columns on CNBC.com and on-air appearances on CNBC that will make investment terms and strategies…

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This award recognizes the achievements of a leader of the future for their vision and innovative use of technology to achieve standout results. The advisors and staff at GWS are driven by the phrase, “It’s not enough.” Whether it be excellent customer service, advising clients or coordinating wealth management services for families, they continually strive…

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