Manage to a goal, not a benchmark
These rare clients can handle your boldest investment tips. Find out why.
Investors must be prepared to take advantage of volatile markets.
Income-seeking clients might be suited to closed-end funds (CEFs), which can provide lower-risk cash flow.
This couple wants to bring their assets together and transfer them to a fee-only advisor.
This institutional investor plays to his strengths by sticking close to home
Timing markets is not easy. Convention has led to asset mixes that reflect the investor’s risk tolerance or desired level of return, based on historical results. Periodically rebalancing to that fixed strategic asset mix has become routine.
Improving on the passive benchmark
In a recent article published in Financial Analysts Journal, Charles Ellis makes an excellent case for the death of active management.
Foregoing stock selection for sector selection with ETFs, and picking the ones expected to do best, is a way to outperform the competition.