Articles in this section

• XYIS Xtra | All About the Models! A New Model, A Name Change, and a Model Change
• XYIS Xtra | The Top 4 (Non-investment) Factors When Constructing Portfolios
• XYIS Xtra | Michael Kitces' Questions to Ask a TAMP (XYIS Answers Them ALL)
• XYIS Xtra | Talking Clients Off a Ledge (before they get there)
• XYIS Xtra | The Checklist for Integrating Investment Management
• XYIS Xtra | How and When to Communicate During Uncomfortable Times
• XYIS Xtra | How to Deal with Cash + Other Short-Term Investments
• XYIS Xtra | Flat Fee for Service + Investment Management
• XYIS Xtra | Expense Ratios - When They Matter + When They Don't
• XYIS Xtra | Integrating Investment Management Costs