Archive

Archive for the ‘Portfolio Corner’ Category


Tax-implications of yield vs. total return approaches to drawing income

Two plants of differing sizes, symbolizing differences from yield vs. total return approach

Income-seeking investors face slim pickings in today’s low-yield environment. Make sure your clients aren’t reaching for yield beyond their risk tolerance and help them choose an investment approach designed to maximize their after-tax income.

November 30, 2017 Categories: Portfolio Corner
Robo advisor trading online

Buyer beware: Not all robo-advisor portfolios are created equal

Algorithm-driven portfolios, such as robo-advisors, seem like a slick solution to the behavioral pitfalls of investing. But their portfolios are built by humans, too, as divergent allocations and performance attest.

Nov 28, 2017 Categories: Portfolio Corner
Image of individual using online payments system via a tablet

Participating in global technology growth

Facebook, Amazon, Netflix, and Google—the companies behind the famed “FANG stocks”—have come into the public eye because of their tremendous growth and rising valuations. They’re not the only fast-growing tech companies, though.

Nov 14, 2017 Categories: Portfolio Corner

U.S. stocks: Where to from here?

Many investors have grown accustomed to low volatility and climbing U.S. stocks. But what might be ahead for U.S. equities?

Nov 7, 2017 Categories: Portfolio Corner
Chart illustrating research

Mutual fund ratings, The Wall Street Journal and the value of manager research

By definition, mutual fund star-rating systems focus on past performance—not future results. We believe that the key to identifying potential outperformers lies in extensive manager research—and that’s what we do.

Nov 2, 2017 Categories: Portfolio Corner
Halloween

Spooked by taxes?

Scared of Halloween ghosts and vampires? Try taxes and the way they sap investment returns for unaware investors.

Oct 31, 2017 Categories: Portfolio Corner

Does diversification still make sense for U.S. investors?

Many investors watching U.S. stocks (Russell 3000® Index) repeatedly reach new highs recently may be tempted to question the value of global, multi-asset diversification. Two charts help put those gains into perspective.

Oct 26, 2017 Categories: Portfolio Corner
Millennials are the future.
Engage them now.

Millennial InvestorSubscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.

We will only use your email for Helping Advisors Blog updates.