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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 ...
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Understanding Liquidity Needs When beginning a new investment relationship, one of the key areas often addressed in an intake form is liquidity needs. While it may seem like financial jargon, understanding and articulating liquidity needs is ...
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Time Horizons: Why They Matter in Investing When it comes to investing, one size doesn’t fit all. Your time horizon—how long you plan to hold an investment before needing the money—is a critical factor in shaping your investment strategy. ...
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Understanding Risk in Investing: What Every Investor Should Know When it comes to investing, risk is not something to fear—it’s something to understand and manage. Every investment carries some level of risk, whether it’s the potential for marke...