News > Wealth Management

With Target-Date Funds, History Does Repeat
Target-date funds played a big part in helping defined contribution (DC) plan participants stay invested through February’s market turmoil. And history does repeat: in the severe 2008–09 financial crisis, these funds kept many participants positioned to take part in a lengthy bull market. Keeping Investors on Course in February’s Sell-Off In early February of this year, equity markets suddenly tumbled
Adjusting Your Portfolio? 3 Implementation Capabilities to Keep in Mind
Note: This is the third blog in a three-part series: Know what you own; Know where you want to go; Know how to get there. Your portfolio needs to move. You know where you want to go. But how do you get from point A to point B? Let’s assume you’ve done the work to know where you want to
Do You Have the Mental Fortitude to Accept Huge Gains?
This comment usually gets a hearty laugh, which merely goes to show how little most people have determined it actually to be a problem. But consider how many times has the following sequence of events occurred? For a full year, you trade futures contracts, making $1000 here, losing $1500 there, making $3000 here and losing $2000 there. Once again, you
Alternative Investments for Wealth Management Portfolios
SUMMARY High net worth and mass-affluent investors are increasingly allocating funds to alternative investment strategies in order to enhance returns, manage risk and diversify portfolios. Two critical developments are driving the interest in alternatives: technological innovations that are increasing investor access to alternative strategies and greater sponsorship by asset managers of less liquid, registered investment companies. High net worth and
The Value of Short Volatility Strategies
Executive Summary ? Beware of “derivatives of derivatives.” When evaluating whether a given volatility strategy is appropriate for their portfolio, investors should seek to understand the primary drivers of returns. ? Put writing strategies can deliver equity-like returns over the long term with less sensitivity to market valuations and smaller drawdowns compared to the equity market. ? Only twice have
Passive Investing Hurts Emerging-Market Debt Investors
Think emerging-market debt (EMD) might as well be managed passively? Think again. Over the last 14 years, 69% of EMD active managers beat the J.P. Morgan EMBI Global over three-year rolling periods. Even in 2008, almost 40% of active managers beat their EMD benchmark. Read more at Advisor Perspectives. Photo: Allan Ajifo
5 Things Investors Should Know About China This New Year
Today marks the first day of the Chinese Lunar New Year, also known as the Spring Festival, China’s most important holiday. The fire rooster struts off-stage, clearing the way for the loyal earth dog. According to CLSA’s tongue-in-cheek Feng Shui Index, health care, consumer and paper products are favored to outperform early this year, followed by internet, utilities and tech
How TD Ameritrade's Twitter Chatbot Works
TD Ameritrade (NASDAQ: AMTD) launched its new Twitter (NYSE: TWTR) chatbot last week, allowing clients to check their account and trade directly from Twitter, and with the sudden return of volatility to the market the timing couldn’t really have been better. This represents the brokerage’s latest partnership with a major tech company—their Facebook chatbot went live in August and they’ve
Josh Brown: Only the 'Delusional and Deranged' Will Tell You What's Going to Happen With the Markets
All financial advisors worth their salt will tell you that their job is to help clients plan for their financial futures, not try to outsmart the stock market. It's this distinction that separates a financial advisors from a mere stock picker. The advisor (or at least the good ones) will take a holistic view of a client's portfolio and build
An Olympian's Guide to the Market Selloff: Seeking Rewards in High-Risk Situations
Today I’d like to share a few words about the Olympics, but first, two words: Don’t panic. The stock selloffs on Monday and Thursday were the two biggest daily point drops in the history of the Dow Jones Industrial Average, but in terms of percentage point losses, they don’t even come close to cracking the top 10 worst days in