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Investment strategies
Voices
A financial pathway to prosperity
Jessica Iorio
Executive Director
The Bapis Group at HighTower
Asset allocation is the glue that connects and aligns an investor’s goals and strategies.
Sponsored by Fidelity
Goldilocks had it right: Get diversification and balancing just right
The key is creating a portfolio that clients will stick with through thick and thin.
Sponsored by Fidelity
How to clear up clients’ misconceptions about real estate
The probability of success with stocks and bonds is higher and much easier.
Sponsored by Fidelity
Voices
Ignore the siren song of passive management
Matt Ruffalo
Portfolio Strategist
Clarfeld Financial Advisors
There is something to be said for active managers in the age of Trump.
Sponsored by Fidelity
Keep it cheap and simple with balanced funds
It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.
Sponsored by Fidelity
Why clients should avoid tapping retirement plans after disasters
The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,
When REIT ETFs are worth a look
These funds can affordably provide clients with REIT exposure.
Clients shouldn’t be paying advisors to lose their money
Why gaining short-term bond exposure through mutual funds isn’t a smart bet.
Sponsored by Fidelity
When clients equate ‘diversified’ with ‘boring’
How to discuss risk when they become restless.
Sponsored by Fidelity
Why the demand for ESG is not going away
Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.
Sponsored by Fidelity
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