How to Protect Portfolios against Inflation
The most common questions for advisors today are about the best time to invest and ways of protecting portfolios from inflation. Most clients have faith in their advisors during this period of tumult; but any financial professional worth his salt, knows that there are choppy waters ahead.
Predicting S&P Returns Using the VIX
I recently read that one could predict a downturn in the S&P by observing the shape of the VIX futures curve.
Is 2022 the Year Advisors Adopt Nontraditional Fees?
In the past much has been said about the efficiency of the traditional Assets Under Management (AUM) structure, based on a high minimum level of assets, but without a single fee model suitable for every client and advisor.
What 401k Plan Sponsors Need to Know About the Investment Policy Statement
An Investment Policy Statement is a document signed between a portfolio manager and a client that describes general rules, restrictions, and investment structures for the management.
Different Tiers For Tax Deferred Investments
It’s no secret that many Americans don’t think enough about retirement, but they should. Especially, if they have no savings, which is true for 33% of the population, and 23% only have 10K put away for retirement
Contested Elections
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections.