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You Don’t Need an FOMC Statement to Know Which Way the Fed Is Blowing

Posted July 29, 2015 at 12:30 PM EST

You-Dont-Need-an-FOMC-Statement-to-Know-Which-Way-the-Fed-Is-Blowing

Recent comments suggest Fed will make its first hike in December, not September, to allow growth and inflation to gain strength.


 

Why Wealth Managers Should Take a Look at Endowments

Posted July 28, 2015 at 12:00 PM EST

Why-Wealth-Managers-Should-Take-a-Look-at-Endowments

The endowment model can pay off for the RIA client who isn’t squeamish about volatility and is looking at a long-term horizon.


 

Why Smart Beta Is Not So Simple

Posted July 25, 2015 at 7:14 PM EST

Why-Smart-Beta-Is-Not-So-Simple

Single-exposure portfolio strategies can be useful for some but are hardly a one-size-fits-all allocation approach.


 

Rebalancing and Diversification: A Symbiotic Relationship

Posted July 13, 2015 at 5:00 PM EST

Rebalancing-and-Diversification-A-Symbiotic-Relationship

A portfolio strategy that manages to harness volatility while keeping weightings intact stands to deliver a payoff.


 

The Power of the Patient Investor

Posted July 4, 2015 at 12:00 PM EST

The-Power-of-the-Patient-Investor

Value investing has been out of favor in recent years, but patient long-term investors can still find bargains in unloved sectors of the market.