So for advisors seeking quality index construction, we’ve integrated our proprietary quantitative research to deliver RECS and REVS: two ETFs that aim to remove the bottom performers of the Russell 1000® Index (RECS) and Russell 1000® Value Index (REVS).

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MIKE BARCLAY: There are some obvious categories: for example, investors who are close to or in retirement and want their money to last through retirement. But even for younger investors, I’d say this is a way to have equity exposure with relatively low risk. Equity income takes a long-term approach to investing in the markets —including staying invested through down markets. So we’d argue that it should be a core part of every investor’s portfolio — and they could use either higher beta or more risky strategies as satellites to capture upside in strong up markets.

The recent political turmoil in England has highlighted a specific aspect of international investing that investors should always be aware of: Since the Brexit referendum in 2016 in which U.K. voters opted to leave the European Union, the British Pound (GBP) has fluctuated dramatically. And because the U.K. government hasn’t been able to engineer an orderly Brexit, the value of the GBP remains volatile as investors try to measure Brexit’s unpredictable economic effect.

People of different ages see the world through their own unique lens and sometimes have a hard time accepting the habits of other generations. Understanding these differences has never been more important for a financial advisor, both in terms of their impact on the workplace and in managing multigenerational client relationships.

 

PETE SANTORO: In the past, when people thought about dividend income investing, they were looking at a couple sectors — for example, utilities or consumer staples — because that’s where most of the dividend growth could be found. But as capital allocation policies throughout the market have evolved, we’ve seen opportunity in all sectors. Now, investors can build a more diversified portfolio because they can find income and income growth outside of core interest-rate sensitive sectors.

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MIKE BARCLAY: There are some obvious categories: for example, investors who are close to or in retirement and want their money to last through retirement. But even for younger investors, I’d say this is a way to have equity exposure with relatively low risk. Equity income takes a long-term approach to investing in the markets —including staying invested through down markets. So we’d argue that it should be a core part of every investor’s portfolio — and they could use either higher beta or more risky strategies as satellites to capture upside in strong up markets.

The recent political turmoil in England has highlighted a specific aspect of international investing that investors should always be aware of: Since the Brexit referendum in 2016 in which U.K. voters opted to leave the European Union, the British Pound (GBP) has fluctuated dramatically. And because the U.K. government hasn’t been able to engineer an orderly Brexit, the value of the GBP remains volatile as investors try to measure Brexit’s unpredictable economic effect.

To complete your registration, please select and answer your security questions and accept the Terms & Conditions.

Security questions may be used to verify your identity in the future. Choose questions and answers you will remember.

Equity-related quantitative signals improved over the course of September, with stronger equity momentum and lower volatility, but we maintain our moderate underweight to equity. Our economic clock is firmly in the contraction phase — and geopolitical concerns have increased.   Treasury assets have historically provided important support for asset allocation portfolios during times of equity market stress. Despite recent performance, it’s a good time to maintain Treasury allocations and duration exposure to offset equity market volatility.  Non-directional strategies — such as absolute return — present compelling opportunities, particularly while we’re being cautious on equities and don’t want to add to duration. We also believe commodities will do relatively well based on idiosyncratic risks for commodity markets that are asymmetrically tilted to the upside.

There are many possible reasons why investors decide to harvest tax losses at the end of the year. Perhaps they take pride in their ability to select stocks, and they don’t want to regret bailing out too early. Or that it just doesn’t feel “right” to sell a security for a loss during the promise of the new year. But when December rolls around, they’re out of patience and their frame of reference switches: it feels like a good time to claim the tax deduction of a realized loss. The most common reasoning behind December loss harvesting is based on emotion and simple convenience, rather than strategic thinking.

Yet for a taxable investor, the value of a loss harvested in December is no greater than the value of a loss harvested in January or any other month. In fact, December has historically been one of the worst months to harvest losses:

People of different ages see the world through their own unique lens and sometimes have a hard time accepting the habits of other generations. Understanding these differences has never been more important for a financial advisor, both in terms of their impact on the workplace and in managing multigenerational client relationships.

 

Working through generational differences can be challenging, but it's important when building a strong team and understanding your client base. Learn about each generation's strengths and how embracing generational diversity can help grow your business.

Whether you have plans to retire early or simply want to retire comfortably, it's important to set realistic expectations and then make a plan to achieve them. We'll help you learn some of the right questions to consider, and we'll do our best to help you work toward the right answers.

Many investors use products that track the Bloomberg Barclays U.S. Aggregate Bond Index (the Agg) as their core fixed-income allocation, but the Agg was never designed to be an investment portfolio. Just because there are thousands of securities in the Agg doesn’t mean that it’s well diversified across bond-market sectors. The Agg is heavily concentrated in exposure to government-related fixed-income asset classes. Before the global financial crisis in 2008, U.S. Treasuries made up 22% of the Agg. But that’s increased to almost 40% today, and total government exposure is more than 70%. The bond benchmark represents the largest issuers of debt. It may not necessarily represent the best opportunities for fixed-income investors.

Whether you have plans to retire early or simply want to retire comfortably, it's important to set realistic expectations and then make a plan to achieve them. We'll help you learn some of the right questions to consider, and we'll do our best to help you work toward the right answers.