The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets
Mainstay reference guide for wealth management, newly updated for today’s investment landscape.
For over a decade, The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready-to-use client presentations and questionnaires, the guide is newly updated to meet 21st-century investment challenges.
Now, as in 1997, The New Wealth Management effectively blends investment theory and real-world applications. And in today’s new investment landscape, this update to the classic reference is more important than ever.
Categories
Recent Insights
-
Should I Tie the Knot… or Not? The Financial Pros and Cons of Marriage
Marriage isn’t just about celebrating love and building a life together. It also involves merging finances, sharing responsibilities, and navigating new legal obligations. Depending on your individual circumstances, income levels, and where you live, the financial impact of marriage can vary significantly. Let’s explore some of the financial benefits and challenges that come with saying…
-
Talk Your Chart | Tariffs, Recessions & The Great Contradiction: Why Spending Won’t Slow | Ep 67
In Episode 67 of Talk Your Chart, Brett and Marcos unpack the paradoxes of today’s economy — where pessimism runs high, but spending and markets stay strong. They tackle tariffs, unemployment trends, stock flows, and why negative headlines might actually be a contrarian signal. Charts available for download here.
-
Navigating Portfolio Volatility: A Lesson from 35,000 Feet
I’ve used this analogy before, but a recent experience brought it back to life—so vividly, I had to share it again. I was flying to Phoenix for business when the captain came on the speaker to apologize for the delay in cabin service. “For the next 100 miles or so,” he said, “we’ll likely experience…
-
The Real Cost of Club Volleyball: What Parents Need to Know
Club volleyball has become a cornerstone of youth sports in many communities across the United States. For young athletes, club volleyball offers a pathway to advanced training, competition, and potentially college scholarships. However, behind the promise of skill development and opportunities lies a significant financial commitment that parents must navigate. Let’s delve into the finance…
-
Why You Should Value Working for a Company That Offers Retirement Benefits
Not too long ago, I had a conversation with a business owner who surveyed employees about what they valued most in their compensation package. The list included healthcare, 401(k) benefits, and work-from-home flexibility. Surprisingly, the 401(k) plan didn’t come out on top. While this might seem understandable, especially for younger employees who have more pressing…
