When Should You Rebalance Client Portfolios?

Posted by Duane McDonald, ChFC, AIF, RICP

April 15, 2020 at 11:00 AM

It’s always a challenging question, but the current market volatility brings it particularly into focus. Normally, like many advisors, you may prefer calendar rebalancing—quarterly, semiannually, or annually. And, whatever the time frame you set, it’s likely that you’ve recently addressed the need for rebalancing during your end-of-year portfolio reviews. But now, given the significance of the economic downturn and widespread uncertainty regarding where the markets will go in coming months, what should you do?

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Topics: Asset Management & Investing

What Should Clients Read to Learn About Financial Literacy?

Posted by Sarah Hargreaves

March 25, 2020 at 11:00 AM

April is National Financial Literacy Month, a time to focus on establishing and maintaining healthy financial habits. In times of market fluctuation and economic uncertainty, it’s more important than ever for your clients to know how to budget, invest, and plan for the future. Everyone has different goals, but understanding the fundamental concepts at play is a pivotal first step to achieving financial success. 

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Topics: Asset Management & Investing

Millennial Clients and Sustainable Investing

Posted by Chris Stuart, CFA

February 11, 2020 at 10:30 AM

Who are the millennials? Using a generally accepted birth range of 1981 to 1996, they vary in age from 24 to 39 this year. According to Pew Research, the group was set to overtake baby boomers in 2019 as the largest generational cohort in America. And, over the next few decades, millennials are expected to be on the receiving end of a $30 trillion wealth transfer from baby boomers.

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Topics: Practice Management, Asset Management & Investing

Rx for Risk: Protecting Client Portfolios

Posted by Brian McCormick, CIMA

January 7, 2020 at 10:30 AM

Many investors and economists are anticipating a recession ahead, although predictions vary widely as to its timing and severity. It stands to reason, however, that the upcoming election and ongoing economic uncertainty will lead to prolonged stock market volatility, if not a bear market. In times like these, we’re all thinking about methods for protecting client portfolios in an economic downturn. Here, to help you think ahead, my colleague Tom Scarlata and I review current asset allocation strategies to consider.

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Topics: Asset Management & Investing

3 Rebalancing Strategies for Reducing Risk

Posted by Peter Essele, CFA, CAIA, CFP

November 20, 2019 at 1:30 PM

With the year-end planning season upon us—and with much discussion surrounding if and when a recession will hit—it may be an opportune time to discuss rebalancing strategies for reducing risk in your clients' portfolios. These options are designed to build robust portfolios for the long term, offering strategic and tactical approaches to investing that generate the most attractive returns for investors over time.

Here, we'll discuss three such strategies, including the types of market environments that may be suitable for each one. 

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Topics: Asset Management & Investing

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