Markets

Image of large shipping vessels moving through the Suez Canal

Big Boats, Black Swans, and the Importance of Preparing for the Unlikely

A big boat gets stuck in a canal halfway around the world and the price of coffee goes up… If you haven’t heard, last week brought trouble to the global trade environment when a massive Taiwanese shipping vessel, the Ever Given, became lodged sideways in the Suez Canal. The result is the equivalent of a …

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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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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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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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