Clark Capital: 5 Ways To Maximize Tax Alpha
Yes, advisors can squeeze real returns out of even a flat market environment and justify their fees in the process. Munis are only a piece of the pie.
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Morningstar Managed Portfolios: Think Beyond Big Tech Domination
FAANGM has grown to 24% of the entire market, but experts say the group is far from the inescapable correlation trap some dread. Remember the BRIC?
Rareview: The 4% Rule Still Applies If You Know Where To Look
Since the onset of zero interest rates it is easier to understand why the 4% rule has become all but obsolete, unless of course you know where to go.
Morningstar Managed Portfolios: Innovation and Speculative Fervor
We’d advise against looking at the high absolute returns from the U.S. equity market over the past 5 years and extrapolating those to the future.
Frontier Asset Management: Remember The Wizard Of Oz
Remember Ozzie Smith? His stats prove that the greatest players succeed by running up the score one base at a time. Your clients want to see this.
CPAlliance: Review Your Clients' Medicare Plans Now
If your clients are on Medicare, it is important to review the plan and make sure it still matches their healthcare needs. But it can get confusing.
Invesco: What Your Clients Need To Know About Taxes
Will tax hikes kill the bull market? One of the biggest money managers on the planet ran the numbers and determined that fear may be overstated.
