Navigator Insights

What Clients Want: The Case for Collaborative Portfolio Construction

These days, the DIY attitude has spread across industries and, more than ever, people are taking on projects themselves that historically…

Health Tracking vs. Wealth Tracking

Surprising Results on Fitness Trackers & Implications for Investing A new study released this September in the Journal of the American…

Delivering Anxiety-Adjusted Returns with a Time Segmented Approach

Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their…

High Yields: Love ‘em if You Can Leave ‘em

Investor demand for high yield debt has been strong in recent months. And even though spreads have come down and the…

Is Your Client a Modern-Day Sisyphus?

Three Ways to End the Vicious Cycle In Greek mythology, the gods punished King Sisyphus for bad behavior by forcing him…

Gain over Pain: Helping Investors Stay in the Game

Our Two Primary Motivators Are Not Equal Psychologists assert that all human motivation can be divided into two categories: gain and…

Collaboration — the New Model for High-Net-Worth Investors?

Portfolio Construction Evolved If you’re seeking to grow your high-net-worth client base, I’d like to propose a new framework for the…

These Are the Times When Great Advisors Shine

In mid-January, the phrase “sell stocks” hit its highest search frequency since 2008 (the year of the financial crisis) according to…

Commit to a Great Communication Strategy in 2016

Over the holidays, I spent a week in Tulum, Mexico on the Yucatan Peninsula. While communication best practices might not be…

Managing Fixed Income in a Changing Interest Rate Environment

Tired of the constant chatter about where interest rates are headed and what will happen when they finally rise? We’ve compiled…

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