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Mean reversion is a financial term for the assumption that an asset’s price will tend to converge to its intrinsic value over time. To visualize it, consider a pendulum on a grandfather clock. It swings left and right but always returns to the center. Similarly, in the stock market, if a stock’s price goes up a lot or down a lot, the idea of mean reversion is like that pendulum. Eventually, the stock price will return to its intrinsic value, just like the pendulum always returns to the middle. Learn more here: ‘About Mean Reversion’.

We use Nebo Wealth to help us redefine risk and create optimal portfolios. This technology helps us streamline financial planning and construct the best possible portfolios for our clients.

Advisors that charge a flat fee for their services are fee-only. They help clients understand their spending and income generation, as well as aggregate all assets in order to create a financial plan designed to help them achieve their life goals.

Fee-only advisors don’t get paid in commissions, kickbacks, referral fees, or any other unreported manner.

A fiduciary advisor or financial planner is a person or organization that manages finances and is legally obligated to act in their client’s best interests financially. Fiduciaries are trusted by their clients and are obligated to abstain from conflicts of interest.