How do you solve a problem like Bond Allocations? (With apologies to Oscar Hammerstein II.) This is the question being asked by financial advisors and… Read More
As most advisors know, it is difficult to gain clients with strong performance but easy to lose them from weak results. Although most clients need… Read More
Many financial advisors are attracted to the industry due to their love of markets (especially stock markets). Others get a thrill from helping others improve… Read More
Mutual Funds vs. ETFs Similar to mutual funds, exchange-traded funds (ETFs) are a diversified portfolio of individual securities (stocks and/or bonds). However, while ETFs… Read More
One of the hallmarks of iSectors® Allocations is portfolio transparency. We invite all advisors utilizing or considering our Allocations to study the materials on our… Read More
Originally written for USA TODAY NETWORK-Wisconsin Investors are experiencing FUD (fear, uncertainty and doubt) and asking about getting “out… Read More
It’s all about the Math. One of the characteristics of Municipal Bonds that make this an attractive asset class is the taxable-equivalent yield… Read More
About two years ago, I posted a piece recommending that one of the most tangible ways that… Read More
Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created… Read More
The recent U.S. stock market decline is not unusual. However, it has been two years since one of this magnitude has happened. In a… Read More
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