Subscribe to Our Newsletter



Code:

Joomla : Talis Advisory Servi

Browse by Tag

quarterly investment review portfolio real estate investment trust ken heebner benchmarks william sharpe interest rates philanthropy sharpe ratio ira form adv planning dividends credit risk registered investment advisor dfa passive management barron's fees asset allocation va banz finra diversification texas monthly gold larry kudlow scott maxwell flash crash michael lewis erisa brent everett investment philosophy separately managed account savings index spiva david booth inflation asset class fama/french mutual funds dodd-frank green investing buy and hold top wealth manager exchange traded note required minimum distribution currency hedging active management index funds hedge funds modern portfolio theory 401(k) dalbar fees bonds fund selection be your own bank fiduciary robert merton retirement planning lost decade life settlements chasing performance the investment answer wall street sovereign debt active management erisa infinite banking eugene fama ken french whole life morningstar free lunch emerging markets small cap return new normal joel greenblatt talis market timing blaine lourd finra fund flow roubini risk tolerance behavioral finance circle of wealth capital markets efficiency wealth management advisor financial press gordon murray liquidity risk bill miller passive management capm strategic asset allocation jim cramer disclosure sustainability s&p 500 disability insurance life insurance backtesting custodian economy real estate tax ubs broker survey rebalancing predictions risk deficit mutual funds fee only milton friedman value insurance vanguard exchange traded fund unified managed account sec recession charitable giving d magazine toxic assets debt dave ramsey stocks wall street journal wealth preservation volatility fiduciary



Follow us on Facebook and Twitter

facebook twitter

Advisor Blog

Fourth Quarter 2010 Investment Review

Posted by Brent Everett
Brent Everett
Brent Everett founded Profisys, LLC, a fee-only Registered Investment Advisor, in 1998. While acting as Manag...
User is currently offline
on Wednesday, January 12, 2011
in Unconventional Wisdom

The Quarterly Investment Review for fourth quarter 2010 is now available. This update contains:

  • Discussion of quarterly capital market behavior
  • Review of significant events that occurred during the quarter
  • Survey of long-term asset class performance
  • Analysis of world market capitalization
  • Returns of globally diversified portfolios
  • Achieving market returns in 2010
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.

Comments

No comments made yet. Be the first to submit a comment

Leave your comment

Guest
Guest Sunday, May 20, 2012