Michael Bennicelli and Stephen Weitzel discuss the market timing and dive into some of the biased research against active portfolio...

Read our latest white paper, co-authored by COO Michael J. Bennicelli , II, CFA and Managing Partner Stephen Weitzel , CFP. Anyone who has worked with a financial advisor has certainly heard (and probably repeated) this mantra. At face value, this seems like a logical statement. No one can predict the future, so assuming you can make informed decisions about when to buy and sell is folly. Right? Well, as has been said, “it depends on what the meaning of the word ‘is’ is”. Th

Managing Partners Stephen Weitzel and Nolan Giddens talk with Patrick Hill from our Ocala office about their time in the industry, and...