Why it Takes More Than Just Results to Determine an Advisor’s Value

Fact: Losing teams don’t fill stadiums and arenas. Everyone knows ours is a results-obsessed culture. But when it comes to investing we actually do ourselves a disservice when we evaluate Advisors solely on returns.

To begin with no Advisor, not even the most knowledgeable, experienced, talented and successful among us, can be right 100% of the time. In our business there are no crystalRead More »