Heading into a potential year two of a 20%+ bull market, trends that may support future positive performance include supportive monetary policy from the Fed, positive corporate earnings surprises, low inflation and ongoing strong economic growth. Performance of asset classes during past rate cutting cycles are [...]
Opportunities to minimize taxes and maximize investment returns should be top of mind for investors and their advisors. Mindful tax planning involves a variety of strategies; approaches that utilize a metric known as tax alpha can aid investors and their advisors through practices such as capital gains budgeting, which can mitigate the surprise of an unexpected tax bill [...]
Despite key uncertainties, markets demonstrated strong performance in the S&P 500 during the first three quarters of the year. Other asset classes joined in with positive performance, including small companies, international markets and real estate. Investors are confronting uncertainties that include geopolitical turmoil in the Middle East, a strong than expected labor market and the upcoming presidential election [...]
To confidently transition as an independent advisor, create a support system with integrated support and robust client support that aligns with your ultimate goals. Breaking free of the constraints in a captive environment facilitates an opportunity for [...]
Now that the Fed has lowered rates, positive market conditions may follow, based on past rate lowering cycles. In these cycles, investors and their advisors are likely to benefit through good conditions for stocks, bonds and diversified portfolios [...]
In a universe where asset classes that were once uncorrelated are now showing great correlation, investors and their advisors can leverage alternatives to potentially achieve diversification objectives. Alternatives come in many sizes and flavors [...]