Gold makes the ugly beautiful. – Molière And this market has been ugly. Quarter to date (December 7, 2018), the Standard & Poor’s 500… Read More
October is usually known as a “scary month.” Not only because Halloween lands in October, but because of the volatility for which October has become… Read More
The outsourced investment management strategy is still widely misunderstood among the advisor community despite the proven benefits. Advisors facing a stagnating growth rate and seeking… Read More
Given the volatility in the equity markets in October, especially the last few days, here is my commentary for those advisors whose clients… Read More
As we experience the last act of this equity bull market, advisors are looking for places to protect client funds with a potential of earning… Read More
Emerging markets have been in the news lately and for all the wrong reasons (I’m looking at you, Turkey). Even given this short-term… Read More
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
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