Based in the Dallas suburb of Plano, Texas, Talis Advisors provides comprehensive wealth management solutions for a nationwide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice to our clients without the conflicts of interest that exist in the typical commission-driven advisor relationship. As a fiduciary, it is our duty to put the best interest of our clients first at all times. Learn more about the advantages of working with a Registered Investment Advisor at RIA Stands For You.
Our award-winning team includes CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and experts with extensive experience in wealth management - including financial/retirement planning, portfolio management, risk management, estate/tax planning and employer sponsored retirement plans. Our investment process is based on Nobel Prize winning research and we work closely with industry leaders, including Dimensional Fund Advisors (DFA Funds), AQR, Vanguard and Goldman Sachs.
To learn more about how we're different from Wall Street firms and the typical retail financial business, call us at (972) 378-1795 or read our firm brochure.
R. Scott Maxwell On Early Holiday Shopping
VP of Wealth and Retirement Income Planning, R. Scott Maxwell, MBA, CFP®, was featured on KTEN NBC 10 News Today.
Pilots often describe their jobs as long periods of boredom punctuated by moments of sheer terror. Financial markets may seem disturbingly similar. Over the past few years, we have enjoyed a period of low volatility driven by central bank monetary policy. So, when volatility spikes, it seems unusual – even though it’s not. Long-term data shows that the average daily volatility of the S&P 500 index is around 0.7 percent and that this commonly doubles when significant events occur. Herding behavior in illiquid markets can exacerbate the trend. During the last few weeks, I’ve heard explanations for recent market volatility based on everything from slowing growth in China to panic over a potential Ebola epidemic.