“One of the challenging things in this industry now is you’ve got a lot of the old-way-to-invest type of firms coming out with me-too offerings that…
Read More
Does a Robo-Advisor Make Sense for You?
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreDeath of the Fixed 1% Fee
“One of the biggest problems I have with the flat-fee structure is that it does implicitly incentivize a culture of asset gathering.”– Matthew Spencer, Director…
Read More
What Happens if the U.S. Goes to War?
“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
Read More
Risky Business of High Yield
With corporate leverage continuing to surge—on record pace again in 2017—the threat of the “zombie” bubble popping appears increasingly real.– 13d Research The absolute level…
Read More
When Times Are Bad Pt. 2
“The stock market is a battlefield. Always remember to survive in the game first. Only those that survive the battle can enjoy the spoils of…
Read More
The Age-Based Portfolio
“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in…
Read More
Should I Borrow Against my Portfolio?
“We were dramatically pushed to put these on all of our client accounts.”– Steven Dudash, former Wall Street broker. Traditionally reserved for high net worth…
Read More
Should I Consolidate My Assets?
“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.”– Hans Hofmann. Having multiple investment managers is often viewed as…
Read More
Hedging Equities with… Equities?
In response to the financial crisis, investment managers scrambled to find alternative strategies to soften total portfolio risk during extreme market drawdowns. Hedge funds, with…
Read More