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Dividends: Forgotten again?
“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” — John D.…
Markets at an Inflection Point: Caution Advised
Even with one of the biggest rallies in the history of the market in the first quarter of this year, S&P 500 has been unable to close above its previous high and we believe that this rally is coming to an end soon.
Yield hunters: Don’t miss this
We may look back on early 2019 as an inflection point for fixed-income markets, as the Fed communicates a more…
Independence Without the Burden
Branches can provide a balance of flexibility and support
Insights-of-a-Municipal-Bond-Trader
A LOOK AHEAD – WEEK OF MAY 13, 2019 Commentary Trade war fears with China pushed some investors to sell…
The Case for Growth Equities: Structural Advantages for Long-Term Investing
Growth stocks are an advantaged asset class due to their ability to compound at higher earnings rates, thereby generating greater…
Retirement-Plan Advisors Set Sights on Cybersecurity
Financial advisors who coach companies and other institutions on their employee defined-contribution plans have a pressing new concern on their…
DCIO Industry Embraces a Hybrid Approach When It Comes to Weighing a Passive Versus Active Investment Style
There’s nothing passive about the encroachment of the passive investment philosophy on the Defined Contribution Investment Only (DCIO) business. Fueled…
Value Investors: Muster Discipline and Courage to Avoid Charlie Brown’s Fate
“The definition of insanity is doing the same thing over and over again but expecting different results.” –Albert Einstein Most…
New Generation Tech Tools Amp Up Advisor Effectiveness
ViewTrade Institutional is a new player in the custodial space for RIAs, with a solution rich in investment decision-making tools and the full set of operational and administrative tools for smooth operation of the RIA.
Was the Wall of Worry Breached in April?
It is often said that “bull markets climb a wall of worry” and there was plenty to worry about after…