Mark K Starr, AAMS

Rethinking Multi-Factor Investing: Is Smart Beta Smart?

Rethinking Multi-Factor Investing: Is Smart Beta Smart? | The Wealth Consulting Group I remember when multi-factor strategies became popular 15 years ago. They were marketed to add more diversification than the market while capturing the known risk premia – value, momentum, quality, volatility, and size – and were considered “smart beta.”I spoke with two advisors the other da...

The Case for Succession Planning

The Case for Succession Planning | The Wealth Consulting Group A business owner's mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15 years or longer. In the early years, owners are typically laser-focused on growth, often overlooking one critical element: succession planni...