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Archive for the ‘Portfolio Corner’ Category


Multi-factor investing, demystified: Part 2

Here’s a recap of the second part of our podcast on multi-factor investing, examining the strategy’s potential pitfalls.

November 8, 2018 Categories: Portfolio Corner

Multi-factor investing, demystified: Part 1

Here’s a recap of the first part of our podcast on multi-factor investing, answering frequently asked questions such as: What is a factor? What are some common factors? What is multi-factor investing? Why is multi-factor investing so popular today?

Nov 6, 2018 Categories: Portfolio Corner

How do the rich get richer? It’s probably not from chasing performance.

A new study suggests that earning wealth through the stock market may be better accomplished by focusing on slow and steady long-term growth, rather than chasing top-tier performance.

Crystal ball

Investing in today’s markets without a crystal ball

It’s no secret: Today’s investing landscape is challenging. We recently tackled the issue head-on in our podcast, Investing in Today’s Markets Without a Crystal Ball. Here is a recap of the highlights and key messages.

Sep 24, 2018 Categories: Portfolio Corner

Municipal high yield bonds: Why they’re more relevant than ever for your portfolio

One area that continues to draw investors’ attention is the ability of their investments to generate income, especially in this low yield environment. Municipal high yield bonds may be worth a look.

Sep 13, 2018 Categories: Portfolio Corner, Tax Talk
Magician performing a trick, symbolizing idea of need to pay attention to capital gains so don't feel duped at year's end

2018 capital gain distributions: Won’t get fooled again

Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.

Sep 10, 2018 Categories: Portfolio Corner, Tax Talk
Bull and bear market

Bulls vs. Bears

We believe that possessing the discipline to stay invested through the ups and downs of the market gives a diversified portfolio the best probability of meeting its goals.

Sep 4, 2018 Categories: Portfolio Corner
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