How to Implement a Factor-Based Portfolio
You’ve likely heard a lot about what factor-based investing is. Now, here’s how to do it.
What Trump Means for Interest Rates
Assuming several if's, a Trump administration has the potential to encourage interest-rate convergence consistent with higher economic growth and greater financial stability.
This Bull Market Has Room to Run
Are we in a cyclical bull market coming to an end or in the early years of a secular bull market? The answer could have a significant impact on the way portfolios perform.
The Alternatives to Chasing Yield
In looking for “bond-replacing” securities in client portfolios, consider the company’s growth prospects and valuation.
The Chilling Effect of an Over-Zealous FINRA's Gibbeting
As FINRA puts the regulatory thumbscrews on broker-dealers, stepped-up policing trickles down to the advisor level. It's not a good development.
Post-Election, Where Can Active Managers Add Alpha?
To begin, consider these 15 sectors and issues to find areas where an investment advisor can add value to client portfolios.
Forget the Elevator Speech: 5 Steps to Telling Your Story
The key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
Financial Services Explained, Pt. 2: Conflicts of Interest
Continuing our series, we explore the issue of conflicts of interest among advisors, and how to eliminate or mitigate them.
3 Market Takeaways From Trump Win
The post-election market action on Wednesday contains interesting pointers about the direction of stocks as we close out the year.
6 Issues Advisors Should Watch for Trump Action
Uncertainty about Trump’s priorities and governing approach will keep the markets at elevated levels of volatility, but watch these areas for clues.