Staying Ahead of the Game With Direct Indexing in Financial Advisory
Looking back, I believe the financial advisors who were most willing to adapt to changing times were generally more able to set themselves apart from the crowd and experienced a higher rate of success.
Is TikTok’s Financial Advice Any Good? As an Economist, I Say Yes
TikTok stands accused of poisoning the minds of Gen Z, making them hate America and giving them a distorted view of history. Without getting into all that, I will say this: TikTok is not the worst place to learn about personal finance.
Countdown to Exchange: Re-Envision Wealth’s Anna N’Jie-Konte
In less than 2 weeks, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more.
Tax Loss Harvesting: Frequency Matters
Many advisors wait until the end of the year to harvest tax losses, but that may not be the best policy. Stock markets frequently go up in the last two months of the year so better harvesting opportunities may be available at other times.
Moving Averages: S&P Finishes January Up 1.6%
Valid until the market close on February 28, 2024
The S&P 500 closed January with a monthly gain of 1.59%, after a gain of 4.42% in December. After close on the last day of the month, one of five Ivy portfolio ETFs — Invesco DB Commodity Index Tracking Fund (DBC) — is signaling "cash", unchanged from last month's final single "cash" signal.
Get S&P and Bond Market Upside in One ETF
A traditional 60/40 stock/bond portfolio has been a tried and tested strategy among financial planners. But income seekers can specifically reap the benefits of both assets with exposure to one active exchange-traded fund: the NEOS Enhanced Income Aggregate Bond ETF (BNDI).
Strategic Tax Planning: Kickstart the Year With Direct Indexing
Initiate the year with direct indexing, encompassing tax planning, personalized investing strategies, rejuvenating sidelined cash, and navigating concentrated stock positions or financial windfalls.
2023: The Year That Was Not
2023 proved to be another year when the consensus views were not correct. A few of these views that turned out non-prescient were that inflation would remain elevated in mid-single digits or higher, higher interest rates would crush housing prices, consumer spending would collapse, and oil prices would continue to rise.
70/20/10 Rule Redux
A friend of our stock picking discipline reminded us of a very important force in the stock market. It was called the 70/20/10 rule, and it was promoted by Roger Edelman, Richard Evans and Gregory Kadlec in an early 2013 Financial Analysts Journal article.