‘Tis the season for charitable giving. How to invest with your heart this Giving Tuesday.

The Tuesday after Thanksgiving has widely become known as “Giving Tuesday.” It serves as an international day of charitable giving to kick off the holiday season. This year, it falls on December 3rd, less than a couple weeks away. As … Read More


Why Automatic Rebalancing Matters

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 … Read More

Economic Growth in the President Trump Era

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 … Read More

Enhance Your Brand Featuring Sunny Lenarduzzi

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 … Read More

Roulette has a Higher Chance of Success than Active U.S. Equity Funds

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. … Read More

Why Core Passive and Satellite Active Investing Makes Sense

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 … Read More

Mike Kerins Published to Seeking Alpha: Understanding Your Smart Beta

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 … Read More

Over $20 Billion In Fees Are Wasted On U.S. Equity Active Management Every Year

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 … Read More