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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update October 2022 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson discusses the recent market decline, and examines the critical importance of Real R...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update January 2023 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson will provide key insights into the inherent wisdom of controlling the controllable, a d...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update April 2023 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this quarterly update, Dr. Nelson will discuss the critical importance of Control the Controllables™, the investm...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update July 2023 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this quarterly update, Dr. Nelson opens his presentation with a reminder that no one has a crystal ball. Historica...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update October 2023 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this quarterly update, Dr. Nelson opens his presentation with a reminder that no one has a crystal ball. Histor...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update January 2024 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson discusses the investment philosophy of controlling the controllables and managing risk ...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update April 2024 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson will discuss the FGAM investment philosophy, which we call Control the Controllables, and...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update October 2024 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity Dr. William R Nelson, FGAM’s Chief Investment Officer, will open this update with a review of our investment m...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update January 2025 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson will provide a reminder that the investment philosophy that guides our portfolio st...
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Understanding Investment Objectives and Experience: What They Mean and Why They Matter When beginning a financial planning relationship or opening a new investment account, clients are typically asked to complete an investment intake form. Two ...