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Advisor Blog
Bloggers
Brent Everett
Brent Everett founded Profisys, LLC, a fee-only Registered Investment Advisor, in 1998. While acting as Managing Director of that firm, he developed the investment philosophy and the portfolio models currently used by Talis Advisors. He earned a B.S. in Computing and Information Sciences from Oklahoma State University. Mr. Everett’s background includes experience in strategic marketing, executive management and investor relations at Texas Instruments, Samsung Semiconductor, EDI, CSCI, and his own consulting practice. Brent served on the Board of Directors for CSCI, where he helped structure and negotiate management's successful purchase of the company.
Mr. Everett has been a member of the Financial Planning Association, where he was elected to the Board of Directors of the local chapter, the International Association of Financial Engineers, the Econometrics Society, the Association of Pension Professionals and Actuaries Benefits Council, the Estate Planning Council of North Texas and Mensa. He has discussed small cap stock investing on CNNfn and his views regarding investment advisor disclosure have been quoted by several major publications. Along with Scott Maxwell, Brent has been the cohost of The Peaceful Wealth Radio Hour on CNN. He was named as one of Texas Monthly magazine's "5 Star" wealth managers in 2010 and 2011 and one of D Magazine's top wealth managers in 2010.
Mr. Everett lives in Plano with his wife and their Labrador Retreiver. He has served as a member of the Business and Professional Leadership Committee of the Plano Symphony Orchestra, and enjoys reading, fly fishing, college sports, and Formula One racing.
Mr. Everett has been a member of the Financial Planning Association, where he was elected to the Board of Directors of the local chapter, the International Association of Financial Engineers, the Econometrics Society, the Association of Pension Professionals and Actuaries Benefits Council, the Estate Planning Council of North Texas and Mensa. He has discussed small cap stock investing on CNNfn and his views regarding investment advisor disclosure have been quoted by several major publications. Along with Scott Maxwell, Brent has been the cohost of The Peaceful Wealth Radio Hour on CNN. He was named as one of Texas Monthly magazine's "5 Star" wealth managers in 2010 and 2011 and one of D Magazine's top wealth managers in 2010.
Mr. Everett lives in Plano with his wife and their Labrador Retreiver. He has served as a member of the Business and Professional Leadership Committee of the Plano Symphony Orchestra, and enjoys reading, fly fishing, college sports, and Formula One racing.
Recent Posts
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"Circle of Wealth" - Another Insurance Sales Scam
We've previously written about the insurance sales scams called "Be Your Own Bank" and "Infinite Banking". But, the recent lies produced by the salesmen hawking a similar concept under the name "Circle of Wealth" go beyond what we've seen before. A "calculator" sent by the promoter of the scheme to insurance salesmen that he's trying to convince ...May 09 -
Global Strategic Asset Allocation vs Mutual Funds
Mutual funds typically use a variety of active management techniques - stock picking, market timing and/or tactical asset allocation (overweighting the asset class or sector that they expect to perform best in the future) in an attempt to increase performance, reduce risk, or both. In contrast, strategic asset allocation simply maintains a fixed t ...May 03 -
Brokers and Butchers
“You should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same functions as investment advisors. Many brokers call themselves financial consultants or financial advisors. But they are not the same as independent investment advisors…an investment advisor’s fiduciary duty is on a high ...Apr 25 -
Did your portfolio return 117% over the past 10 years? - Morningstar
"Did your portfolio return 117% over the past 10 years? Ours did..." That's the subject line in the email that was sent to investors by Morningstar. It's obviously designed to grab your attention and if you have even a vague idea of the return that the S&P 500 generated over that time period, it probably worked. According to Morningstar, "The p ...Apr 10 -
Why Panic?
A recent New York Times article by Tara Siegel Barnard titled "Why Panic? A couple's Nest Egg Better Left Alone" discusses the experience of a typical retired couple during the market plunge of 2008-2009. It makes a number of good points and it is particularly interesting to us because the retired couple in the article are the parents of a long-ti ...Mar 28 -
Other entries by Brent Everett
Greg Schmitz
Before coming to Talis Advisory Services, LLC, Mr. Schmitz owned and operated an executive consulting practice providing leadership for business planning and development endeavors. Prior to this, Mr. Schmitz co-founded and led start-up operations as President and Chief Operating Officer for a Dallas-based educational supplies company. Mr. Schmitz also has a recent 4 year background with AT&T Wireless. While with AT&T Wireless, he built a top performing Retail Acquisition team and led a variety of high profile strategic projects to help prepare the company for sale to Cingular.
Greg's practice includes working with professionals and business owners in the accumulation phase of their lives and clients approaching or in the retirement phase that need income planning. He also specializes in working with employer sponsored retirement plans, including 401(k) plan design. He frequently works with Brent Everett to help develop new portfolio models and has designed both planning tools and utilities that interface with custodial platforms. Greg and Brent are currently studying the mismatch between real-world capital market behavior and the risk modeling used in most financial planning software and hope to develop better tools for understanding the probability of meeting future financial goals.
Greg holds a B.S. in Management Information Systems and a minor in Business Management from Oklahoma State University. He is an avid golfer and runner and has an interest in physical fitness and nutrition. He is a member of the Estate Planning Council of North Texas and attends Prestonwood Baptist Church where he has helped direct the bible study classes for single adults.
Greg's practice includes working with professionals and business owners in the accumulation phase of their lives and clients approaching or in the retirement phase that need income planning. He also specializes in working with employer sponsored retirement plans, including 401(k) plan design. He frequently works with Brent Everett to help develop new portfolio models and has designed both planning tools and utilities that interface with custodial platforms. Greg and Brent are currently studying the mismatch between real-world capital market behavior and the risk modeling used in most financial planning software and hope to develop better tools for understanding the probability of meeting future financial goals.
Greg holds a B.S. in Management Information Systems and a minor in Business Management from Oklahoma State University. He is an avid golfer and runner and has an interest in physical fitness and nutrition. He is a member of the Estate Planning Council of North Texas and attends Prestonwood Baptist Church where he has helped direct the bible study classes for single adults.
Recent Posts
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Upcoming 401(k) Regulation Changes: Required Fee Disclosure
Many business owners and 401(k) plan sponsors are scrambling to understand and comply with the new Department of Labor mandated fee disclosure regulations that will become effective only a few months from now. The new regulations explained under sections 408(b)(2) and 404(a) of the Employee Retirement Income Security Act of 1974 (ERISA) require add ...Jan 19 -
Gambling on Your Retirement
The book entitled “The Quest For Alpha” by Larry E. Swedroe presents comprehensive evidence documenting the futility of active portfolio management by examining the quest for money managers that are capable of delivering alpha1. Swedroe references academic studies on mutual funds, pension plans, hedge funds, private equity/venture capital, in ...Nov 09 -
Other entries by Greg Schmitz
Bob Lamse
Bob Lamse, President of Talis Advisory Services, LLC, holds a BBA in Accounting and a Masters of Taxation degree from Baylor University. Prior to joining Talis, he gained tremendous experience as a Tax Manager/CPA/CFP® for Ernst & Young in Dallas, TX. He went on to own and operate a successful franchise from the ground up, which gave him valuable insight into running a small business. He then became the Chief Financial Officer for two very successful and rapidly growing companies, Highgate Holdings and Fortune Hi-Tech Marketing. With over 15 years of experience as a CFO, Bob oversaw large investment portfolios for his companies and worked with the majority of what are considered the top Wall Street brokerage firms. While many of those firms have areas of expertise, he saw the built-in conflict of interest from the typical commission-driven brokerage industry and became a huge proponent of the fee-only Registered Investment Advisor approach.
Bob’s diverse financial background makes him extremely well suited to assist individuals and organizations with tailoring all types of unique investment plans that will meet their specific needs and goals. He is very excited to help lead and be part of a team like the one at Talis that has such a great depth of talent and integrity. Bob is very proud of his wife of 25 years and 3 children. They have been very active members of Prestonwood Baptist Church in Plano, TX, throughout their marriage. Bob also serves as a member of the Texas Health Presbyterian Board of Trustees.
Bob’s diverse financial background makes him extremely well suited to assist individuals and organizations with tailoring all types of unique investment plans that will meet their specific needs and goals. He is very excited to help lead and be part of a team like the one at Talis that has such a great depth of talent and integrity. Bob is very proud of his wife of 25 years and 3 children. They have been very active members of Prestonwood Baptist Church in Plano, TX, throughout their marriage. Bob also serves as a member of the Texas Health Presbyterian Board of Trustees.
Recent Posts
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It Can Wait Until Tomorrow... Or, Can It?
We all are guilty of saying that “it can wait until another day” about way too many things. I was so harshly reminded of that when a great man and friend that I know passed away from heart failure while skiing exactly one week ago today. David was 48 and lived a life that most of us would envy. He lead a life with few regrets, but his passing came ...Mar 07 -
Other entries by Bob Lamse
Scott Maxwell
Scott’s passion and mission is best summarized by his title: Wealth Management Coach. He dedicates himself to help individuals, families and business owners realize their long-term financial dreams. Scott earned his Masters of Business Administration from Villanova University in 1991 and his Bachelor of Arts degree from Pomona College in 1983.
Scott’s diverse career includes service in the military, higher education and industry. A former Naval Officer with over 1,200 hours of flight time in the E-2C Hawkeye, Scott spent 3 years teaching Leadership and Management classes to future Naval Officers as a Naval Science instructor at Villanova. His business career includes supporting business owners, sales representatives and data center managers as a regional sales and marketing representative at 3M, human resources consulting with Drake Beam Morin and operating his own multi-million dollar computer and printer supplies company. Scott has taught the principles of sound investing to over 1,000 clients since 2005 via live training workshops and one-on-one coaching. Along with Brent Everett, Scott has been the cohost of The Peaceful Wealth Radio Hour on CNN. He was named as one of Texas Monthly magazine's "5 Star" wealth managers in 2009 and 2011 and one of D Magazine's top wealth managers in 2010.
An Eagle Scout, Graduate of the Navy’s Top Gun program and former Little League manager and league President, Scott is committed to meaningfully impact the lives of others. He is an active member of Stonebriar Community Church in Frisco, Texas. Born and raised in San Diego, California, Scott lives in Frisco with his lovely bride of 18 years, three wonderful children, a short-haired collie and two lively cats.
Scott’s diverse career includes service in the military, higher education and industry. A former Naval Officer with over 1,200 hours of flight time in the E-2C Hawkeye, Scott spent 3 years teaching Leadership and Management classes to future Naval Officers as a Naval Science instructor at Villanova. His business career includes supporting business owners, sales representatives and data center managers as a regional sales and marketing representative at 3M, human resources consulting with Drake Beam Morin and operating his own multi-million dollar computer and printer supplies company. Scott has taught the principles of sound investing to over 1,000 clients since 2005 via live training workshops and one-on-one coaching. Along with Brent Everett, Scott has been the cohost of The Peaceful Wealth Radio Hour on CNN. He was named as one of Texas Monthly magazine's "5 Star" wealth managers in 2009 and 2011 and one of D Magazine's top wealth managers in 2010.
An Eagle Scout, Graduate of the Navy’s Top Gun program and former Little League manager and league President, Scott is committed to meaningfully impact the lives of others. He is an active member of Stonebriar Community Church in Frisco, Texas. Born and raised in San Diego, California, Scott lives in Frisco with his lovely bride of 18 years, three wonderful children, a short-haired collie and two lively cats.
Recent Posts
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Peaceful Wealth - Trust the Structure
Who should you trust with your money? I believe the three components that form the foundation of every extraordinary advisory relationship are sincerity, structure and the safekeeping of your personal values and goals.We introduced the concept of sincerity in our last Peaceful Wealth post. Today, let's discuss why the structure of your advisor's pr ...Feb 12 -
Other entries by Scott Maxwell
Recent Posts
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Will Your Disability Insurance Be Debilitating?
More of a financial planning bent for this blog entry... We spend quite a bit of time with clients and prospective clients trying to understand each particular situation and gauging risk tolerance. Evaluating risk is critical part of what we do when we undertake an investment management assignment and we do our best to help clients understand thei ...Feb 15 -
Other entries by Paul Streiber