AAMA

3 Scenarios for Tactical Beta, and the Pursuit of a Smoother Ride for Investors – Infographic

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 …

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Dividend Portfolio Review - What Happened in 2020 and What to Expect in 2021

Dividend Portfolio Review – What Happened in 2020 and What to Expect in 2021

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 …

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2021 by The Numbers – Infographic

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.  …

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