Focus on the Ground Game
By Mark TravisAfter a 5-year streak of stock returns averaging over 14%, focus on winning the game for your clients rather than keeping up with the S&P.
September 28, 2017
Investors Say End of Bull Market Is Coming, but They Feel FineThree in 10 investors would rather be stuck in traffic for an hour than rebalance their portfolio, Wells Fargo reports.
September 22, 2017
Pimco, BlackRock See Multiyear Rally for Emerging MarketsStable commodity prices, improving economic growth and balance-sheet repairs are expected to underpin the rally.
September 21, 2017
Many Millennials Aren’t Interested in Stock Market: Wells FargoOne-fifth of the millennial population says they would never invest in the stock market in this Wells Fargo survey.
September 20, 2017
Clients ‘Obsessed’ With Possibility of a Downturn, Wealth Manager SaysThe S&P 500 has climbed higher for over a year without a 5% or higher pullback. And clients are worried.
September 19, 2017
Bond Investors Rationalize the UnrealisticBuying 10-year Treasuries means locking in negative after-tax and inflation returns for a decade. That's hardly a satisfactory investment.
September 11, 2017
In Fund Manager Game, Consistent Base Hits Beat a Few Home RunsConsistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your clients assets during a crisis.
September 11, 2017
6 ETF Questions Advisors Ask MostFranklin Templeton Investments David Mann outlines some of the main questions his firm gets from ETF clients. The answers will help both investors and advisors.