Gravity Investments

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  My Greatest Satisfaction, and Biggest Regret, as an Advisor

  By Mike Patton  |  June 18, 2012

  When I look back at my time as an independent advisor, there are some things I would have done differently.

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  The Problem With Showing Clients Short-Term Results

  By Mike Patton  |  July 19, 2010

  During a recent client review, the performance report indicated that his trailing returns were approximately +22.0% (12 months), -1.20% (three months), and -0.10% (one month)....

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  Lessons Learned From Joel Bruckenstein and Gravity Investments

  By Mike Patton  |  June 27, 2010

  One attractive aspect of our business is its dynamic nature. Change is the norm and to remain static is akin to dying on the vine....

• Delivering Diversification

  By James Damschroder  |  January 1, 2010

  Despite the widespread acceptance of diversification as an investment benefit, the fact remains that there's never existed a genuine way to actually quantify either its...

• The Back to Basics Cycle

  By James J. Green, AdvisorOne  |  December 1, 2009

  There's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...