Helping elite #financialadvisors grow & sustain their business with investment & practice management services
A leader in systematic, process-driven #investing
With #trendfollowing, there’s no need to be like Kramer, burst through the front door, and exclaim a prediction that might miss the mark. Trend following does not predict; rather, it executes according to a pre-determined process.
That’s a key differentiator between trend and technical analysis: https://t.co/DQcbGKjNMF.
Not quite Value Menu territory just yet, but McDonald’s ($MCD) share price has been on a downward trend in recent months. They’re likely searching for a McRib-style comeback. #trendfollowingtuesday
The one where we compare investing styles and “Seinfeld” characters.
(We hope the real 90s TV shows lovers out there are applauding our mashup of 90s TV references with that sentence above.)
https://t.co/8dStFudjAq
In investing, the distinction between prediction vs. reaction helps separate discretionary technical analysis from systematic #trendfollowing. In “Seinfeld” lore, it’s also what distinguishes a man who chases schemes and hastily launches consumer products.
https://t.co/JAT9Braxlo
We believe in a systematic, risk-managed investing approach that focuses on what we can control, not what we can't.
Turns out that’s similar to the art of horse racing.
https://t.co/7FheWytKLh
Australian 10-Year Bond prices have been "down under" the last few months and trend followers have taken action with short positions. #trendfollowingtuesday
Long-term success rarely comes from 1 big moment. It comes from thousands of small decisions.
✅The discipline.
✅The setbacks.
✅The relentless commitment to a process.
✅The grit.
Plot twist: This is a blog about horse racing. (OK, it’s about investing too.)
https://t.co/oDJtVx2U5D
Some lessons stay with you long after you leave the barn…
We’re a sucker for a good analogy, and the one she makes between horse racing and investing feels spot on to us.
https://t.co/yyWMZ1WvSV
Behavioral coaching has long been an advisor’s persuasive defense of current fee levels. However, this service is usually episodic, mostly valuable during crises, and increasingly replicable by #AI.
https://t.co/wNCNm0QC8f
A new white paper outlines two practice models to take #financialadvisors into the future:
1️⃣ The Scale Practice
2️⃣ The Complexity Practice
https://t.co/7vYzli2kUR