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 instruments may have seen strong returns over the past year thanks to the Fed’s aggressive stance on interest rates to curb inflation. Since the Spring of 2023, investors seeking refuge in money market mutual funds,
The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment outcomes through strategic asset placement