"As a group, we always feel that the money our clients give us is to be invested," says the Alpha Group's Mark Balasa, as he explains why they have the lowest allocation to cash at 1%. "We don't try and time the bond or equity markets with significant increases or decreases to cash." When it comes to stocks--the Alpha Group's largest allocation--Balasa says the group has about 64% in large U.S. stocks, about 16% in small U.S. stocks, and about 20% in international markets. When it comes to economic concerns, Balasa names corporate profits as a primary one. "We think the year over year numbers are going to be challenged, which is going to be interesting to see how the market handles that," he notes.
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
Your resource for news, research and analysis to help you deliver more effective outcomes to your clients.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
Variable annuities are simplifying, bringing new opportunities to grow your business. Take a quick dive into recent product evolutions and how to identify the best...
Examine how increased allocations to global small-cap securities have the potential to enhance overall portfolio returns, increase portfolio efficiency, and decrease overall portfolio correlations.
Access research on what Millennials value and what motivates them financially.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...