Sep 21, 2020
One of the enduring effects of the pandemic will be the structural changes it inflicts on the economy. Some industries – hotels, travel, restaurants – may be obliterated or radically changed. Others, like those that support the podcasting technology I am using now, will be at the forefront of accelerated...
Sep 18, 2020
Over the past few months, advisors and investors have been whipsawed by market movements and emotions have been magnified due to the pandemic. And while the term behavioral finance has often been discussed in the advisor world, the application of it into practice tends to lag.
Sep 18, 2020
Dynamic Beta’s portfolios seek to match or outperform the portfolios of leading hedge funds by identifying, and investing directly in, the key drivers (or factors) that explain recent pre-fee performance. Its engine is based on over a decade of research into the primary sources of returns among Equity Long/short,...
Sep 16, 2020
Nancy is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL).
Sep 3, 2020
Irrevocable trusts are an effective way to minimize the tax consequences of transferring wealth to future generations. My guest today, Michael Roberts, will discuss how they are set up, who they are most effective for and how advisors can advance their relationships with clients by using them.