Mike Patton

About the Author

Mike Patton

Mike Patton, CFP, AEP, is founder and president of Integrity Wealth Management, an RIA firm in Baton Rouge, La. In addition to his regular blog for AdvisorOne.com, Mike has written a series of articles in Investment Advisor magazine detailing his Road to Independence from wirehouse and bank broker to fee-only independent RIA. 

• As the Year Turns, Time to Go Back to Stocks?

  By Mike Patton  |  December 24, 2012

  First a reminder--advisor, avoid large losses--but it might also be time to consider these real estate and bond funds

• As Fiscal Cliff Nears: To Sell or Not to Sell?

  By Mike Patton  |  December 17, 2012

  Four issues I’ll be considering on behalf of my clients' investments as the New Year approaches.

• How to Make Yourself Stand Out From the Competition

  By Mike Patton  |  December 10, 2012

  Credentials are good, tools are important and your process may be your most critical offering. However, your key differentiator is starting at you in the mirror.

• CE, Variable Annuity and Securities Licenses and RIAs

  By Mike Patton  |  December 3, 2012

  How I fulfilled my continuing ed requirements, and what I learned about my state VA license.

• Why You Shouldn’t Be So Worried About Tracking Error

  By Mike Patton  |  November 26, 2012

  There are times when a mutual fund manager’s tracking error may not be so significant.

• Monte Carlo Simulation: Beware of This Mistake, Advisors!

  By Mike Patton  |  November 19, 2012

  Many advisors are using Monte Carlo; many are using it incorrectly. Keep GIGO in mind, to begin...

• What Constitutes High-Quality Money Management?

  By Mike Patton  |  November 12, 2012

  There's art and science to good money management, yes, but there is such a thing as too much diversification in a portfolio

• The Election and the Markets: One Advisor's View

  By Mike Patton  |  November 5, 2012

  No matter the outcome of the presidential election, I do expect some of the uncertainty to recede as businesses will finally know the rules of the game.

• The Vital Tool in My Market Research Toolbox

  By Mike Patton  |  October 29, 2012

  I use MarketBrowser, which includes a free version, to perform my own market research.

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  How I Created a Better Way to Choose Funds

  By Mike Patton  |  October 23, 2012

  According to Morningstar, there are 22,689 mutual funds, 1,457 ETFs, 14,422 stocks, and I couldn’t even venture a guess as to the number of securities on the market. So where fund screens fall short, the Fiduciary Scorecard can provide help.