Joseph Lisanti
Contributing WriterJoseph Lisanti, a Financial Planning contributing writer in New York, is a former editor-in-chief of Standard & Poor’s weekly investment advisory newsletter, The Outlook.
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Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."April 3 -
Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.February 14
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A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.November 4
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The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.September 26
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370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.July 25
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For clients’ portfolios that need international diversity, these funds focus on the region.July 9
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Each of these funds has its own way of adding high-octane assets into clients' portfolios.June 12
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After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.May 9
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Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?April 15
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Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.March 14
