The investment road is full of bumps, potholes, and surprise corners. Tactical Beta is a vehicle designed to provide a smoother ride while getting clients where they need to go. Scroll on to learn more about Tactical Beta, including three practical use cases and three real-world examples of the strategy in action: At Advanced Asset …
Show of hands… how many of you knew that Amazon was in the Consumer Cyclical sector? Or what about Equifax being in the Industrials sector? And a little closer to home—that Broadridge Financial Services is in the Technology sector, not Financials? What do these companies have in common? They are in all in the S&P …
2020 was a challenging year for many segments of the market, and particularly unkind to dividend investments. Looking at the past 2.25 years—a telling time that includes the peak earnings point for the broader market—you can see that the average dividend investment (funds and ETFs within Morningstar’s Equity Income category and that carry “dividend” in …
Dividend Portfolio Review – What Happened in 2020 and What to Expect in 2021 Read More »
What’s in store for advisors and investors in 2021? We take identify a few key factors that could affect advisors, portfolios, and the economy throughout the year. At Advanced Asset Management Advisors, we take a fundamental approach to market analysis and portfolio construction. Interested in learning more about fundamental investment strategy? Click here to see our process. …