Managed Futures and Fixed Income, Part II: Odd Couple of Diversification
Managed futures offers significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.
Can Managed Futures Be an Income Investor’s Best Friend?
Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
Aging Clients Mean Booming Market for Liquid Alts
Older clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
Are 10% Portfolio Returns Reasonable?
Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.
Ritholtz to Alt Fund Investors: Beware ‘Negative Alpha’
Barry Ritholtz asks: Why should individual investors want to invest like a hedge fund?
Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
How an Advisor Can Outsource Money Management While Staying Involved
Managing money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.