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How a Cold Call Led to a Deal with Scottrade for ASI's Rebalancing Software

It was an idea born of convenience.  Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank.  1,009 more words

Portfolio Management

Sailing letter July 2014 - Spain: Gijon to Ria Arousa

Gijon, Spain. As we entered early in the morning, it was still dark. First sight of the new country was when we woke up after some hours sleep. 2,272 more words

Sailing Notes


In Spain, the extent to which an area attracts international tourism does not necessarily go hand in hand with the intrinsic beauty and appeal of a place. 649 more words


Choral Music! aka "The Best Part of the Day" (Part II)

Today marks the second of a series of articles on choral literature, my bread and butter.  I remember thinking a few years ago, “Wouldn’t it be great if I could make a living as a professional chorister?”  Of course I realize that there are probably fewer than 150 full-time positions of that nature in this country and those who have them don’t give them up lightly.  1,102 more words

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. 1,928 more words

Managed Accounts