Broker Village provides
complete solutions to broker/dealers, fund firms,
and advisors. Beyond our tools, we offer research papers,
sales ideas, PowerPoints, keynote speeches, and
custom analyses.
Our style is very different
from other firms. We are completely objective and unbiased. Yet, we have a definite point of view. That point of view
is: "The math says X." It's up to you to put the proper
perspective around the results. We're not big on caveats. If we can send a man to the moon,
surely we can determine which share class to buy, if a
529 makes sense, or if refinancing a mortgage is a good idea.
Our tools often are tax sensitive.
Results of our 529 and mortgage tools
are net of state
tax. We do
not say, "Call
your tax advisor to see if this example applies to you." We tackled the federal
tax code and all fifty state tax codes. Then we received CPA attestation
letters that confirmed our extreme level of accuracy. If your sales
material doesn't address a client's tax situation, it's not as
effective as it could be. Our CPAs and
securities lawyers can help you.
Our accuracy is unparalleled.
Several of us are CFAs, CFPs, and CPAs. Among the crew are
high profile money managers and/or folks who worked at large hedge funds and
fund shops. We are quite comfortable grinding through the math.
Some of our work is copyrighted, and/or trademarked, and/or
patented or pending.
Below is a small sampling of
our pieces. Most here are "one-pagers." Though short,
they pack
a punch. We also do the obligatory 50-page deep-research pieces.
For clients, we can re-brand what you see below or create pieces
from scratch. Either way, clients own what we write. They can
modify it in any way they please.
Adobe
Reader 7.0 or higher is required. It's free at
www.adobe.com
Share
Class Choice
What's in That Nicely Wrapped
Package?:
Suitability issues affect institutional and load shares
Neither Bull Nor Bear:
Returns barely affect share class choice
Not a Big Issue: Level of
expenses does not affect share class choice
Fast Flippers: B-shares are
far better than you think
Conflicting Messages, Competing Interests: Conflicts of interest
may affect sales (NSCP Article)
Advisor
Business Planning Issues
Don't Fear the Fee: Moving
to fees boosts practice value
A Free Assistant: Another
sales assistant is more affordable than you think
Meeting in the Middle:
Determining a fair price when selling assets
Mortgage Management
Defy Convention: Refi more
often than pundits suggest
A Retiring Idea: A refi
makes more sense for retirees than workers
General
Investing
Ted's Troubadours:
Diversification can improve your life
A Valuable Service: Pay off
credit card debt in any market
Tongue in
Cheek Perspective
Some Perspective:
Financial advisors are
under-paid
A Penny Saved: A mortgage
refi rivals any investment
The Waiter's Tip: The Broker
Village tools help advisors make big decisions
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