Author: Jeff Ivory

Video

Unlocking the Power of our Professional Network

Jeff Ivory

This video highlights the diverse network of professionals that a service provider has encountered over the years, ranging from accountants to personal chefs. They emphasize their commitment to fostering relationships based on trust and expertise, aiming to simplify the process for clients seeking various professionals by leveraging their network. They…

Categories: Education
Video

Keeping Politics out of Your Portfolio

Jeff Ivory

Keeping politics out of your investment portfolio involves focusing on fundamental financial principles rather than making decisions based on political beliefs or events. Let me walk you through why prioritizing sound investment strategies over political considerations, can potentially achieve the most stable and consistent returns over time.

Categories: Education

The Black Swan in MLP’s

Jeff Ivory

Have you ever hear of the term “Black Swan”? Most serious investors are at least familiar with the phrase made famous by Nassim Nicholas Taleb in his book "The Black Swan: The Impact of the Highly Improbable". For fun, here is some history.

Categories: Industry Ideas, The Market

The BIC is SICK

Jeff Ivory

We love blogging about the Fiduciary Standard here.. But look out! The Best Interest Contract Exemption is a little clause that could undue all of the good created by the new standard.

Categories: Industry Ideas, News