Investing

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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The GameStop Canary – What Advisors Can Take Away from the GME Short Squeeze

Just when you thought things were settling down from 2020, another volatility event snaps us back to reality – the market is truly unpredictable. 2021 has kicked off with a bang, most recently with the GameStop short squeeze that the media reports has pitted Wall Street Hedge Fund managers against a contingent of retail investors …

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Strength in Numbers: How to Leverage Strategist Partners for Better Client Experiences

In any service industry, happy clients are the life blood of your business.  And in financial services, where our investors’ livelihood is at play, there’s very little margin for error in the client experience we create.  But between juggling hats—from prospecting to market oversight and attending to clients—creating a consistently positive client experience across your book …

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Why Dividend Portfolios are Lagging in 2020

There’s nothing worse than explaining underperformance to clients.  For better or for worse, investors tend to look at the S&P 500 as a universal benchmark for their portfolio performance, regardless of risk profile. And being anchored on the S&P 500 can create problems in perception, beyond the typical risk and reward conversation that’s all too …

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