"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'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.
Are you prepared to address the regulatory obligations? Learn how to gain that extra level of security.
Download our latest white paper and tax planning guide. We talk about the building blocks of a comprehensive tax management strategy and the future of...
Read our outlook to help find opportunities amid uncertainty in 2017. Our market strategists offer views on the economy and the stock and bond markets....
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...
Dec 13, 2016
Join this complimentary webcast that will provide a deeper appreciation for these client segments and their needs, and show how advisors can offer protection and...
Dec 08, 2016
Join this complimentary webcast to hear best practices and next steps for operating effectively in the face of fiduciary regulations.