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Insights for RIAs and Broker-Dealers

Risk, compliance, operations and practice management insights for RIAs and broker-dealers — from the StratiFi team and industry contributors.

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| 3 Min Read

How to Make $1 million on Wall Street

Everyone wants to make money in the stock market so we’re going to let you in on a secret. The way to make $1 million on Wall Street is to start with $2 million. If you’ve been ...
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| 4 Min Read

Build Trust and Be Indispensable To Your Clients

Do your clients trust you? Do they think you are indispensable or an easily replaced commodity? We’re asking those questions in a spirit of helpfulness.
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| 3 Min Read

Finding Serenity In a Noisy Market

We live in an era when investors have more information readily available than the world’s most accomplished investors ever imagined just 50, or even 100 years ago. Still, many ...
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| 3 Min Read

Is Amazon.com Eating Your Client’s Business?

At a recent Barron’s conferences for the nation’s top advisors, we were surprised by a recurring topic: Amazon.com. Everywhere we turned, someone was discussing how Amazon.com was ...
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| 2 Min Read

The Sweetest Risk Factors Leave The Bitterest Aftertastes

Of all the risk factors that confront investors, concentrated-stock risk is perhaps the sweetest.
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| 3 Min Read

How to Expect the Unexpected? Educate Yourself.

One of the market’s wise men – someone who is known and respected by everyone but shuns the limelight – believes the financial markets represent pure chaos. He contends that ...
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| 4 Min Read

Is Your Portfolio Truly Diversified? Probably Not.

At this very moment, some advisor, somewhere in the securities industry, is confronting a difficult reality with their clients.
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| 4 Min Read

How To Thrive In The Age of Volatility?

Volatility is one of the most widely used, yet misunderstood, words in the investment world. It means so many things to so many people that volatility is at risk of becoming ...
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| 3 Min Read

The Language of Money

Winston Churchill once quipped that America and England are two countries separated by a common language. We have often thought of this as our travels, and lives, keep us ...
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| 2 Min Read

Steve Sears on Stock & Bond Markets | StratiFi

San Francisco, June 22, 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network.
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| 4 Min Read

A Conversation on Risk & Return

We want to start an ongoing conversation with you about risk and return. We want to move beyond headlines, and the incessant focus on buying this fund, or selling that stock or ...
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| 1 Min Read

Steve Sears Keynote at WealthTech 2018 | StratiFi

San Francisco, June 19, 2018 – StratiFi Technologies Inc. today announced that Steven M. Sears, the company’s chief market strategist, will deliver the keynote speech at ...
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