Investment Strategy

Client viewing his financial statement on a cell phone

Staying Relevant To Clients As Their Expectations Change – Lessons From Over 20 Years Of Serving Investors

Investment Strategy, Markets, Practice Management / December 20, 2021

Times change… And if you don’t change with the times, you tend to get left behind. I remember when Advanced Asset Management Advisors (AAMA) began in 1999. Things moved a little slower then. There were, of course, always client challenges and demands. But all-in-all, there seemed to be more time to address them. Today, things …

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4 Talking Points to Soothe Shaky Investors in Uncertain Markets

Investment Strategy, Markets, Practice Management / November 12, 2021

Uncertainty in the investment world can be defined in many ways. You can look at standard deviation trends, the VIX, media headlines and pundit warnings, economic indicators, and even consumer sentiment ratings. Or a more readily available indicator – questions from your clients. There’s little doubt that we are currently managing through uncertain times. And …

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