As an experienced financial advisor, you know that managing a client’s wealth requires more than merely setting goals. Your clients’ success requires professional portfolio design and management over time. Once you have established the client’s investment objective, time horizon … Read More
Operations and Administrative Tasks Got You Down?
Freedom Advisors has you covered with a cutting-edge system and a staff of skilled professionals at your service. Outsourcing non-advisory activities to a turnkey asset management platform (TAMP) places those essential responsibilities in the hands of dedicated and skilled professionals, … Read More
Fractional Shares Guide
In our Fractional Shares guide you will discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors. Preserve the integrity of portfolio construction for all clients: Money manager … Read More
Dividends: The Good and the Bad
Stocks can provide two sources of returns: dividend payouts and stock price appreciation. An income portfolio typically consists of at least some dividend-paying stocks. If investors are considering allocating to an income portfolio or buying dividend-paying stocks, it is important … Read More
Modern Portfolio Theory and Construction
In 1952 Harry Markowitz, who would later win the Nobel Prize in Economics, wrote his dissertation Portfolio Selection that continues through today to drive asset allocation. Markowitz popularized the idea, now known as modern portfolio theory (MPT), of viewing a … Read More
The Pros and Cons of SMAs
Separately managed accounts (SMAs) are popular investment vehicles that historically have been accessible only to institutional and wealthy individual investors
The Pros and Cons of ETFs
Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive, and can offer various levels of focus and diversification. However, as with any investment vehicle, ETFs have both benefits and … Read More
What Are Fractional Shares?
Fractional shares are a particularly effective tool for creating highly diversified portfolios with a large number of security holdings, which can even be done with a relatively small investment amount
Introduction to Sustainable Investing
As most of you have long since realized, sustainable and responsible investing is more than just a niche. Increasingly, investors are asking how they can make a social and environmental impact with their investment dollars, so it’s important for advisors … Read More
The Pros and Cons of Mutual Funds
Mutual funds are popular investment vehicles because they are managed by professionals, can provide diversification, and the investment minimum is usually modest. However, as with any investment vehicle, mutual funds can have both benefits and disadvantages. In this blog, I … Read More