Advisor Investment Challenges & Modern Portfolio Theory

 Today's fluctuating markets, nervous investors and growing alternative investments require advisors to use analytical tools to understand investment relationships and the optimality of efficient portfolios.  This article, written by AdvisoryWorld, helps advisors through the understanding of the four key tenants of Modern Portfolio theory.

One of the many things I like about this article is how the creation of appropriate client investment solutions is as much art as it is a science. I also like the warning we must heed, that making investment decisions without a sound methodology and scientific basis can result in unexpected and unnecessary liability.  Read article

AdvisoryWorld helps financial advisors analyze and present compelling portfolio models to their clients. 



 FANResources.com is live!

 The Financial Advisor Network (FAN) group now has a valuable resource for advisors, our FANResources.com website. Check us out now!

• Recorded FAN webinars
• Quick idea videos
• FAN blog 
• Select articles
• Resources for advisors  

 Our website is updated weekly - check in for fresh ideas.


 My Week at NYSE

I spent a highly educational, interesting and fun week at the New York Stock Exchange recently, as a guest of the Greico Wall Street Academy.  I will share my experiences in this program, here and in future FAN newsletters.

The Wall Street Academy

 

This program's goal is to enable advisors to master their craft by having the knowledge necessary to deal with very high net worth multi-million dollar clients. We participated in numerous sessions to accomplish this, including acquiring an expertise of the global financial markets, economics, and the information that moves the markets and their effect on client portfolios.

On the floor of the NYSE
This program included a visited to the floor of the New York Stock Exchange.  We talked with traders and I probably was in the background of one or more broadcasts.  Oh yeah, the security was pretty intense - full background check.

email me for more on the Wall Street Academy

 

 

 

 Do you help your community?

Three reasons to volunteer 

We had a recent program for ten of our FAN members who are extensively involved with volunteer work in their communities. Here are 3 reasons they are involved in their communities.

1. Our communities need the help. And many FAN members feel such volunteer work is their duty.

2. It makes us feel good. The more we help, the better we feel about ourselves and the better we present ourselves.

3. Results in new business. Not the main reason we get involved, but it occurs naturally, through networking.

Quick FAN survey on your community involvement