Tracking Variance Analysis

Apr 1, 2021 | Company

The investment strategy that you design and implement for your clients typically includes a target asset allocation. Beyond this, you monitor how a household is tracking against a target allocation among several accounts or different clients within that household. You...

Accredited Investors, Private Placements, and the Right Software

Feb 11, 2021 | Company

On December 8, 2020, The SEC’s expansion of Accredited Investor’s definition became effective, expanding individuals that are ‘accredited.’ The definition includes several new categories of accredited investors, making 2021 the year that RIAs...

Social Justice and Impact Investing- Doing Good with the Right Software.

Jan 7, 2021 | Company

You may have clients asking you about Impact Investing for Social Justice. Social Justice investing is commonly linked to Socially Responsible Investing, which is investing to do good for others. Now, as COVID-19 continues to shape our societal values, clients are...

Agility vs. Reactivity: How to Manage Change

Dec 8, 2020 | Company

In business and the human physical condition, agility is often the means to excelling. Those practicing agility throughout 2020 positioned themselves for a better future mentally, physically, and economically versus those that were over-reactive to their circumstances...

The ‘New Normal’ of the markets

Dec 2, 2020 | Company

COVID-19 has provided us with lessons in resiliency, economics, and the unpredictability of the stock market. While Wall Street appears disconnected from Main Street, we remember of the underlying economic fundamentals of our stock market system: The stock market...