Case Study: Compare an Annuity to an Alternative Investment Portfolio
The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An annuity is an investment vehicle for retirement that has guaranteed...Read More
Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?
The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to...Read More
How You can Answer the “What if” Question When it Comes to Your Client’s Portfolio
To an investor who’s trusted an advisor with their retirement savings, they aren’t just any ordinary person anymore. The fiduciary duty of an advisor to their client is one of...Read More
How Facebook Exploits You & What It Means For Your Portfolio
Facebook is not free. Essentially Facebook earns money by making you do work! Don’t believe me? Check out some of these headlines: Facebook’s making more money per user in North...Read More
New Portfolio Crash Test Scenario: Hard Brexit
If the UK Government fails to approve the deal negotiated by PM May before March 29, 2019, that could trigger “Hard Brexit”. This would potentially cause severe short term (and...Read More
Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?
The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including PM May. But ‘rejected’ doesn’t begin to put the loss...Read More
New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown
A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the two sides don’t give in would have the biggest impact...Read More
4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier
Know your client: Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client. Know your funds: select the...Read More
Analyzing Yield Curves to Position Your Clients’ Portfolios
The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed about $2.5 Tn in market cap from the index. Similarly,...Read More
Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations
In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to...Read More