Advisor Insights from Meir Statman

Meir Statman

Meir Statman, PhD, Santa Clara University professor and member of Bellatore Financial’s Investment Committee, recently spoke at the NAPFA conference on how financial advisors should act more like financial physicians. Highlights from this insightful and informative presentation, including Dr. Statman’s views on why robo-advisors will never replace a financial advisor, were summarized in a recent InvestmentNews article. Click here to read more (free registration required).

5 Strategies for a Rising‐Rate Environment Revisited

Kane Cotton, CFA, and Jonathan Scheid, CFA, outline five ways to help manage a client’s account during a rising rate environment. Their insights span fixed income, stock and alternative asset classes, and their analysis includes how these and other strategies performed during the 2013 Taper Tantrum. Best of all, the strategies outlined in the article are actually being used in the portfolios that they manage, so this helps you get a better understanding of their thinking while knowing that they practice what they preach.
read more