Generational Group Acquires Wealth Management Firm Talis Advisors

Generational Group is pleased to announce that one of its companies, Generational Capital LLC, has acquired a majority stake in Talis Advisors. The acquisition closed Oct. 1, 2018, and terms of the transaction were not disclosed.

Firm Update from Talis Advisors partner Brent Everett

The Deceptive Nature of Averages

By Brent Everett

Averages can be useful when they measure traits or outcomes that are normally distributed in the familiar bell-shaped curve, where results cluster around the middle and we find a much smaller number of outliers at the high and low ends.  This type of distribution referred to as "normal" or "Gaussian" is often found in nature and physics.  But, averages can be misleading or easily misinterpreted – as we’ve stated before, it’s possible for someone 6-feet tall to drown in a river an average of 3-feet deep.  Complex non-linear systems often create outcomes with skewed distributions that result in even more confusion, and the behavior of capital markets certainly falls into this category.

Click here to learn more about this in our paper, "The Deceptive Nature of Averages."

Q2 Market Summary | Are We There Yet?

By Brent Everett

Asset class returns for the second quarter were mixed. REITs and U.S. equities, particularly small value, outperformed. Developed international indices were down slightly and small caps underperformed in these markets. The value factor was negative in the U.S. as well as developed and emerging international markets. U.S. interest rates increased and the yield on the benchmark 10-year U.S. Treasury note rose 0.11% to end the quarter at 2.85%.

Brent Everett talks Brexit and TIPS in articles

Brent Everett is featured in Days 16 and 17 of's '30 Days: Evaluating fixed income opportunities when rates are rising.' Read the articles below:

Day 16: Brent Everett discusses Brexit's effect — or lack of — on using international bonds in the article, 'Brexit, shmexit: Why advisors still have an appetite for British fixed income.'

Day 17: Do TIPS still work when interest rates are rising? Read what Brent Everett and others say in 'Why TIPS are an oldie-but-goodie play on inflation.'

Risk, Portfolios and Plans

By Stephen Hart and Gina Petrelli Aldaz

Most financial decisions involve some degree of risk. While investing in capital markets has the risk of losses, not investing has the risk of missing an opportunity for a return on your investment. We have addressed systematic and non-systematic risk in previous blog posts, but in this case, we’re talking about emotional risk tolerance. One’s emotional comfort level with investment risk is a personal decision unique to the individual. Additionally, unlike, say, height or weight, there is no unit of measurement for risk tolerance. What I might consider a “safe bet,” you might perceive as highly risky.

2018 Q1 Market Review | The Old Normal

The clear theme for first quarter 2018 was the return of volatility in capital markets. After a long period of much lower than average volatility (in 2017, the S&P 500 hit 64 record highs, with only four single-day declines of more than 1%), this has been surprising for many investors.

2017 Performance of Premiums

By now, you’ve probably seen our presentations about “factor premiums,” or “factors.” These factors are a key concept in understanding our investment philosophy. They are variables that explain differences in returns of certain groups of securities — specifically market (stocks vs. bonds), company size (small companies vs. large companies), relative price (value vs. growth companies) and profitability (high vs. low profitability companies). We increase the portfolio’s exposure to factors by using institutional mutual funds that contain more of these certain groups of securities. In this presentation, we look at these factor premiums over time. 

WATCH | Thinking Long Term; How will future long-term-care costs affect my financial plan?

Dan Slater, an actuary at Core Income Advisors, helps us understand long-term-care coverage options in his March 8 webinar titled, "Prepare for a Healthier Future | A Closer Look at Long-Term-Care-Coverage Options and Cost." He provides us with a number of strategies for protecting our assets from the high-cost of retirement healthcare expenses.

Webinar March 8 | Thinking Long Term; How will future long-term-care costs affect my financial plan?

MARCH 8 | 3:00 p.m. - 4:00 p.m. Central
Dan Slater, Actuary, Core Income Advisors

Join us for Dan Slater's webinar, "A Closer Look at Long-Term-Care Coverage Options and the Costs," Thursday, March 8 from 3:00 p.m. - 4:00 p.m. Central. 

According to a Vanguard survey, about 75% of investors are concerned about the cost of healthcare.* Dan Slater, a renowned actuary, specializes in educating others about current and future medical care costs and designing funding solutions. Dan's goal is to identify and prevent potential disasters in a person's retirement plan, and the high cost of healthcare is a major contributor to bankruptcy in retirement. Learn more about long-term-care coverage and strategies to protect your assets during Dan's webinar, "A Closer Look at Long-Term-Care Coverage Options and the Costs." 

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