With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
Investing Like a Billionaire: Buffett and Icahn’s Energy Investments
Buffett’s energy play includes investing in spinoffs of companies he’s already backed, while for Icahn, the energy sector comprises just 19% of his equity holdings.
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014
PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
Managed Futures and Fixed Income, Part 2: Odd Couple of Diversification
Managed futures offer 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?