In: Navigator Insights

Navigator Insights
Health Tracking vs. Wealth Tracking
November 9, 2016

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

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Navigator Insights
Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
November 2, 2016

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

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Navigator Insights
High Yields: Love ‘em if You Can Leave ‘em
August 19, 2016

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

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Navigator Insights
Is Your Client a Modern-Day Sisyphus?
July 14, 2016

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

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Navigator Insights
Gain over Pain: Helping Investors Stay in the Game
June 1, 2016

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

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Navigator Insights
Collaboration — the New Model for High-Net-Worth Investors?
April 28, 2016

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…

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Navigator Insights
These Are the Times When Great Advisors Shine
February 11, 2016

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

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Navigator Insights
Commit to a Great Communication Strategy in 2016
January 12, 2016

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

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Navigator Insights
Managing Fixed Income in a Changing Interest Rate Environment
November 9, 2015

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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Navigator Insights
To Personalize Investments, Start with a Process
November 6, 2015

It’s pretty widely accepted that all types of consumers today are demanding products and services that cater specifically to their unique…

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Navigator Insights
Three Ways Income Planning Can Help Your Clients Navigate The Future
September 9, 2015

Today’s investor has an average of 3.6 relationships with financial services providers.1 While diversifying among asset classes is one of the…

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Navigator Insights
Active, Passive and Personal
July 27, 2015

Building Better Investment Strategies by Putting the Client First Our Chief Investment Officer, Sean Clark, recently participated in a panel at…

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Navigator Insights
Why It’s Time to Stop Reading About Robo Advisors
June 10, 2015

It’s always a good idea to evaluate your industry’s competitive landscape. You’ll probably learn a lot in the process and might…

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Navigator Insights
Investment Trends Shaping Our Industry’s Future
April 24, 2015

I attended iShares Connect in New York this week, a conference focused on bringing together industry leaders in the ETF space….

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Navigator Insights
How Organization Promotes Successful Outcomes
April 16, 2015

As investment professionals, we know that clients may often need our help in maintaining a long-term perspective on their investments. Helping…

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Navigator Insights
Time to Ratchet Up Risk Management?
March 23, 2015

Volatility Is Back in Vogue March 9th marked the sixth anniversary of the current bull market. Since the average bull market…

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Navigator Insights
Personalized Risk Management: Helping Clients Make Smarter Decisions about Their Money
March 5, 2015

In a 2014 survey conducted by CEG Worldwide and the Money Management Institute1, affluent clients ranked the top five services they…

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Navigator Insights
Is It Time for Our Industry To Embrace Mass Personalization?
February 2, 2015

Nike. Coca-Cola. Oakley. They are all top brands in the global marketplace and they have all led the charge towards mass…

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Navigator Insights
Has Diversification Lost Its Luster?
December 16, 2014

One of the most basic tenets of investing has been the importance of diversification. Individual investors can quickly understand the concept…

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Navigator Insights
Are Bond Investors Turkeys?
November 25, 2014

Five Ways Investors Can Avoid Getting Cooked In captivity, a turkey spends its life expecting to be fed well and expecting…

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