by Jason Apollo Voss | 05 09 2019 | Blog
How could I possibly say that our industry’s most sacred customer conversation cow – RETIREMENT – is a stupid conversation for customers? Here is how… Financial Professionals Have Never Retired Themselves Have you ever stopped to consider something patently...
by Jason Apollo Voss | 16 04 2019 | Blog, Most Misunderstood Investing Concepts
This is part three in a multi-part series on the most misunderstood investing concepts with this edition covering that classic valuation short-hand, the PEG Ratio. As a brief review, article one discussed many in the investment business do not fully understand fair...
by Jason Apollo Voss | 02 04 2019 | Blog, Most Misunderstood Investing Concepts, The Most Misunderstood Investing Concepts
Several weeks ago, I began a new series of articles. In that first piece I discussed that fair value is one of the most misunderstood investing concepts. This edition discusses time horizon and the ways in which it is misunderstood. Time Horizon Is Usually...
by Jason Apollo Voss | 26 03 2019 | Blog, News & Events
A webinar done in conjunction with Calcbench – one of my favorite sources of financial data – on some of the top mistakes investors make when doing analysis, and how to avoid them. If you are one of that rarest of investors, those that do their own...
by Jason Apollo Voss | 20 03 2019 | Blog, Most Misunderstood Investing Concepts
To my many loyal readers who have asked where I have been for the last several months, my apologies for the absence. I have been busy with many projects, including the launching of my new business Active Investment Management (AIM) Consulting, LLC. I would love to...