What Do You Mean by "The Chick-fil-A of Wealth Management"?

Posted by Jeff Thomas on January 14, 2019

When we describe our company to financial industry folks, we often use the shorthand description that we are building “the Chick-fil-A of wealth management”.  But, what does that mean exactly?

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Money Talks: Does Culture Matter?

Posted by Cale Dowell on October 26, 2018

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture eats strategy for breakfast.” A friend of mine has that quote immortalized on the central wall of...

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Who does your financial advisor really represent?

Posted by Jeff Thomas on October 19, 2018

In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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Market Update 10/15

Posted by Ethan Pollard on October 16, 2018

At market close on October 15th, the S&P 500 index was down about -6.5% from its peak last month, and last Wednesday’s -3.2% loss was the largest decline since February. In fact, many of the same...

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Three Dials Deep Dive: Part II – Fundamentals

Posted by Ethan Pollard on October 9, 2018

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as...

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2018 Third Quarter Market Commentary

Posted by Ethan Pollard on October 5, 2018

With Q3 in the books, we find ourselves looking back on another quarter where US stocks outperformed all other assets, and portfolio diversification is again on trial. The debate over the merits...

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What do you mean the wealth management business needs to "grow up"?

Posted by Jeff Thomas on October 3, 2018

In my blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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The Three Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on August 9, 2018

“The model is broken!”

For years, that’s what I said about the wealth management business.

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Sustainable Investing: Treasure the Human Factor

Posted by Peter Roselle on June 14, 2018

I’m a big fan of the movie “Sully”. Since I live and work near NYC, I’m often reminded of the “Miracle on the Hudson” whenever I’m near the river. My most memorable scene from the movie is when...

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