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June 2017


June 28, 2017, 2PM ET,  Journal in the Round - Investing after the End of the Golden Age

Please note that CE credit is only for the live version of the course, and not the recording.

Join June’s Journal contributor Daniel Kern, and investment adviser David Edwards, founder of the Heron Financial Group | Wealth Advisors, as they discuss the impact of  the “golden age” of investing in the “new normal.” Find out why financial advisers and their clients will need to adapt a less favorable outlook for markets, and how lowering return expectations doesn’t mean that returns will be negative. Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Roy Benton. 

Cover Story

Investing after the End of the Golden Age

by Daniel Kern, CFA, CFP®
The positive factors during the Golden Age of investing served as tailwinds for stock and bond markets. However, many of the tailwinds are now becoming headwinds, and financial advisers and their clients will need to adapt to a less favorable market outlook.

Practice Management

Emotions Matter: How Facial Coding Can Better Connect You to Your Clients

by Dan Hill, Ph.D.
People don’t think their emotions, they experience them. Therefore, facial coding could be another tool for getting more accurate insights into your clients.


A Model for Building a Lower-Cost Portfolio Using Active, Passive, and Smart Beta Products

by Sam Pittman, Ph.D.
Per the model, as a client’s aversion to excess performance variability increases, they should move from active toward passive products—perhaps not surprising, but the spectrum between the extremes likely is.


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