Category Archives: Wealth Management

Practice Management Insights

Posted on March 3, 2016 by Gemmer Asset

Delivering the ‘WOW’ factor is the idea of turning ordinary interactions into extraordinary encounters. Being able to not only meet, but exceed client expectations has never been more important in the financial advisory industry....
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Practice Management Insights

Posted on November 16, 2015 by Gemmer Asset

Client’s need your help! When left to their own devices and an overabundance of information, (only some of which is useful) many investors can engage in questionable decision making. The comic above makes light of this concept, but reality isn’t too far removed. Much of the value an advisor brings to the relationship extends far beyond investment returns and portfolio allocations....
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The Power of The Strategic Planning Process

Posted on September 10, 2015 by Gemmer Asset

Dilbert has a great way of poking fun at a business topic where there is a vein of truth. Granted, most firms aren’t quite this inept, but the cartoon does a good job at pointing out two significant problems companies face regarding their strategic direction. 1) Do they have a strategic plan that is up to date and relevant and 2) is everyone in the firm aware of the plan and/or have they bought into the firm’s vision?...
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10 ESSENTIALS TO THRIVE AS A SOLO OR SMALL FINANCIAL ADVISORY FIRM

Posted on August 20, 2015 by Gemmer Asset

Building a financial advisory or wealth management business as a solo practitioner or small firm owner can be daunting. While there is no question that this kind of work can be an incredibly rewarding career both personally and financially, it is much more enjoyable when you are organized and deliberate with your actions....
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Currency Hedging: What Is It Good For?

Posted on February 20, 2015 by Gemmer Asset

Global central banks have been very busy over the past year struggling to fight the effects of deflation, stagnant growth, and fiscal austerity. Many of these countries have elected to take dramatic action (see Japan and the ECB) and nowhere is the effect of these actions more evident than in the currency markets. ...
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Investing – Logic vs. Emotion

Posted on August 13, 2014 by Gemmer Asset

There are a lot of charts in this business. The investment industry as a whole must spend hundreds of thousands of hours each month putting numbers into graphical form. But typically we’ll look at a chart, give it a moment’s thought, and move on....
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COMING SOON!

Posted on March 28, 2014 by Gemmer Asset

Thank you for visiting.  Please check back soon for Gemmer Asset Management’s valuable insight on Investing and Wealth Management....
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