Portfolio rebalancing is an essential part of investment management. Over time, because of the randomness inherent in security returns, portfolios drift away from their desired asset allocation. When this happens, there are a few results: none of them good. For
Regardless of which candidate you supported, it’s important to think about the political environment and its impact on economic growth in order to manage your clients’ portfolios. Much has been made of the post-election stock market rally. The story often
Enhance Your Brand with Sunny Lenarduzzi. Run, Grow, and Succeed using social media. RobustWealth’s Advisor Insights: “Enhance Your Brand” featuring Sunny Lenarduzzi is the go-to video that illustrates how to successfully build your firm’s brand. As an advisor, branding will
As the title suggests, the probability that an Active U.S. Equity Fund outperforms the index, over a 10 year period, is lower than playing roulette. We even compared it to American style roulette, which has an extra 00 compared to typical roulette. You should still buy U.S.
Individuals and institutions can benefit from using the core passive & satellite active investment approach. Since the U.S. equity market is a very efficient market and most actively managed funds underperform the index, one should purchase an index fund such as
Smart beta strategies are not always smart and are not just beta. Smart beta ETFs can be used to take active positions relative to a given index. The goal of the smart beta ETF is to outperform the index, after
Individuals and even large institutions pay too much for their U.S. stock market exposure. The U.S. stock market is one of the most efficient markets in the world. It generally doesn’t makes sense to use actively managed U.S. equity funds. This is the first of three