Leadership & Team
Mike
Walters
Chief Executive Officer
Contact Information
Recent Posts
The RARE Advisor: Trump Card Portfolio Design
There are certain common themes you can find in the best financial advisors. We see one of them, inside the area of portfolio management, all the time. In this episode of The RARE Advisor, we’ll talk about the trump card to portfolio design and how it affects your practice.
The RARE Advisor: The Plague Inside Your Practice
Many financial advisory practices aren’t good at managing their people, and it can lead to a hiring and firing plague. In this episode of The RARE Advisor, we discuss how to track the economics of what it means to lose a good employee and have to replace them with someone new.
What’s Trending: Active vs. Passive Portfolio Errors
As humans, we tend to make very predictable errors. We’ve been on a strong bull run for quite some time now, and we’re seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we’ll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.