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Advisors must show how to consider the total cost of ownership.
September 28 -
A look at an 18-year period shows which is the better approach.
September 27 -
The options include indexes encompassing domestic, global and country-specific stocks.
September 26 -
Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.
September 25 -
Smart beta and other factor investing often leads to more complexity than necessary.
September 22 -
Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.
September 22Palo Alto Wealth Advisors -
The performance is different depending on the index provider used.
September 22 -
Asset allocation is the glue that connects and aligns an investor’s goals and strategies.
September 21The Bapis Group at HighTower -
Doing homework and knowing how to enter and how to exit are essential.
September 20 -
The key is creating a portfolio that clients will stick with through thick and thin.
September 19 -
The probability of success with stocks and bonds is higher and much easier.
September 18 -
There is something to be said for active managers in the age of Trump.
September 15Clarfeld Financial Advisors -
Figuring out how to build client portfolios now may leave advisors scratching their heads.
September 15 -
It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.
September 15 -
Why gaining short-term bond exposure through mutual funds isn’t a smart bet.
September 14 -
How to discuss risk when they become restless.
September 13 -
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To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.
September 11Totum Risk -
Some advisers prefer to allot a small pool of money to 'play' with
September 8 -
Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.
September 8 -
Be it retirement, college saving or planning for emergencies, goals should drive the investments.
September 8 -
Don't let momentum for an asset class in either direction overtake logic.
September 7 -
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Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.
September 1 -
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