Broker Village provides
complete solutions to broker/dealers, fund firms,
and financial advisors. That includes research papers,
sales ideas, PowerPoint presentations, keynote speeches, and
custom analyses.
We do not provide services
directly to individual investors as we are not licensed to
do so. So, individual investors should not contact us. Thank you for understanding.
That said, if a financial advisor shows our work to an investor,
or uses it to make a recommendation, that's the advisor's
decision.
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 it's possible to 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 college savings 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. All fifty state tax codes came next. We then received independent CPA Attestation Letters.
If your sales
material does not address a client's tax situation, we can help you. Your material will be more
applicable to them. If needed, our CPAs and
securities lawyers can
issue letters that are specific to your needs.
Our accuracy is unparalleled.
Several of us are CFAs, CFPs, and CPAs. Among the crew are
high profile money managers and/or folks who work 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. The ones
here are all "one-pagers." They are short but pack
a punch. We also do the obligatory 50-page deep-research pieces
and everything in between. Each one-pager and speech was tested in
the field. If you are a client, you are entitled to own (and,
thus, modify) many of them. In fact, we frequently create
these pieces from scratch for our clients. If you are
interested, please contact us.
Adobe
Reader 7.0 or higher is required. It's free at
www.adobe.com
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
Share
Class Choice
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
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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