Rethinking Elements of Portfolio Management

Bill Hortz's picture

[Asset allocation, diversification, value, growth – words that immediately connote investment concepts drilled into our brains by tradition and habit, established interpretations of financial research, and a form of “common” sense.

Resetting Your Investment Approach

Bill Hortz's picture

[The past few years have provided us with plenty of world-altering events, horrifically bad news, and massive challenges.

A Deeper Dive into Client Engagement

Bill Hortz's picture

[As FinTech companies, robo-advisors, and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of financial services, some financial advisors in response have developed very innovative approaches

Pages

Sign Up for Your Free Innovation Newsletter

Subscribe to RSS - Bill Hortz's blog