Our firm recently lost a client. When we lose a client, which happens from time to time, we always reach out to that client to thank them for their business and ask why they left. This particular client had a family friend who is a financial advisor and the client wanted to consolidate accounts with … Continue reading Lost Client, Lost Upside
Month: January 2018
The Worst Asset Class in 2017
Most people know that stock markets across the globe had a great year in 2017. Few people take the time to review what didn't work in the past year. This chart from Deutsche Bank helps us visualize the returns (in US dollars) of various asset classes across the globe. Personally, my "invest-able" asset classes are … Continue reading The Worst Asset Class in 2017
