Question of the Week – January 9th, 2025
Tell me the latest updates in the tech sector and what I should share with my clients.
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Hatcher+ Adds Qdeck’s QAdvisor to its FAAST Platform, Targeting Wealth Managers and Family Offices
Hatcher+ Partners with Qdeck to Enhance FAAST® Platform with Advanced Public Market Analytics for Wealth Managers and Family Offices
The Future of a Generational Wealth Transfer and How It Will Change the Investment Industry
With the older generations expected to pass on a whopping $60 trillion to their offspring in the next two decades, a generational wealth transfer is underway..
The Value of Commodities in a Classic Stock-and-Bond Portfolio
Rising inflation is costly for consumers and the economy since it raises the prices of goods and services, ultimately lowering the currency’s purchasing power..
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The Importance of Adopting the Right Digital Framework for Financial Advisors
Technology has become integral in the modern registered investment advisor (RIA) industry. The industry is evolving with new competition and ever-growing challenges..
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Direct Indexing vs ETFs
Exchange-traded funds (ETFs) have emerged as a preferred form of investment for many investors, given the benefits they offer over mutual funds. However, direct indexing has also emerged as a viable alternative to ETFs.
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Finance Is Not Normal!
A discussion of Normal distributions, their role in finance, and the consequences of faulty Gaussian assumptions for two fundamental models.
Finance Is Not Normal! Read More »