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 […]
Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals […]
If you’re like most advisors, you’re perpetually pressed for time. Imagine how a 10 hour boost of productivity could help. That’s what you could potentially gain by utilizing outsourced investment management in the form of third-party asset management platforms (TAMPs), which are increasingly demonstrating that they are more than ready for prime time […]
As the cost of a college education continues to rise, you may be concerned about how you can pay for your children’s college education. Fortunately, Section 529 Plans offer a compelling combination of tax advantages, investment growth opportunities, estate planning options, flexibility and control. These benefits make them an attractive […]
Getting Cash Off the Bench & Back in the Game By Lucas Felbel, CIMA®, Director, Portfolio Services Investors in short-term
The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors
By Lucas Felbel, CIMA®, Director, Portfolio Services Wealth management has undergone a significant transformation over the past decade. Exchange-Traded Funds
The Right Asset. In the Right Place. At the Right Time. By Lucas Felbel, CIMA®, Director, Portfolio Services In the
By Lucas Felbel, CIMA®, Director, Portfolio Services In the realm of wealth management, high-net-worth (HNW) clients present a unique set
By Lucas Felbel, CIMA®, Director, Portfolio Services As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the
