BlazePortfolio Systems

The value advisors bring to investors is often intangible. You need to be able to explain it. http://ow.ly/YprR50DlLxq

"investors who have a financial advisor were more than twice as likely to say that they are very confident that they have the best investment strategy compared with those going at it alone" - Financial Planning

Thanks, Robinhood, but these traders now want professional help Investors with an advisor were more than twice as likely to say that they are very confident that they have the best investment strategy, a survey found.

LPL Financial's 2021 Outlook

Outlook 2021

How to navigate the world of sustainable investing ratings As interest in impact investing grows, here's a look at how to navigate between various companies providing sustainability scores for mutual funds and ETFs.

"One of the presents Uncle Sam delivers is known as tax-loss harvesting, also called tax-loss selling. Both sound like something awful, but it’s actually a brilliant way to benefit from investment losses." - Brandon Miller, CFP

How to Turn Investment Losses into Gains - San Francisco Bay Times By Brandon Miller, CFP– Uncle Sam and Santa both have white beards, but no one really confuses the two. So, it may surprise you that the skinnier guy delivers gifts this time of year, too. One of these presents is known as tax-loss harvesting, also called tax-loss selling. Both sound like somethin...