Survey: Investors Value Trust in Advisors More Than Performance

Published on January 21, 2025

The survey also looked at what factors contribute to a sense of trust between investors and financial advisors.

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11 Investment Must Reads for This Week (Jan. 21, 2025)

January 21, 2025
Industry analysts looked at Trump’s speeches and choices on executive orders for clues on what his policies might mean for markets. Morningstar’s Jeffrey Ptak found that thematic funds have dramatically underperformed target-date funds. These are among the investment must reads we found this week for wealth advisors.

Embracing Stock Market Stoicism

January 21, 2025
Stock market stoicism isn’t just philosophy – it’s a practical approach to investing where we focus on what we can control (research quality, disciplined decisions, and our reactions) while accepting what we can’t (market whims and short-term sentiment shifts).