Tracking Variance Analysis

Tracking Variance Analysis

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...
Agility vs. Reactivity: How to Manage Change

Agility vs. Reactivity: How to Manage Change

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

The ‘New Normal’ of the markets

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...