Posts Tagged ‘Investors’

The 4-Step Plan for Advisors When Markets Turn Volatile

Nervousness around COVID-19 and its implications for the global economy, a price war over oil between Saudi Arabia and Russia and an “emergency” half-point rate cut by the Federal Reserve all combined to form the perfect storm for investors in early March. Markets came off their record highs from February to take our portfolios –…

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Diversification Key to Disciplined Investing

Remember the story of Chicken Little? (Or Chicken Licken or Henny Penny, depending on where you live.) An acorn drops on his head, leading Chicken Little to believe the sky is falling. He proceeds to whip everyone around him into a frenzy, and they march off to tell the king about the falling sky. The…

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Funds with High Active Share Could Outperform

During Periods of Heightened Market Volatility In early 2018, the New York Attorney General reached an agreement with 13 major fund firms, requiring them to share how much their funds are actively managed.[i]  The information – called active share – can help investors stay informed as to how much active management they’re receiving compared to…

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Avoid Surprises Related to Mutual Fund Distributions

Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…

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How to Avoid Bad Investment Advice

Overview It’s no secret that Google’s search function yields a wealth of information associated with nearly every facet of finance. A search with the words “financial planning” will reveal more than a billion items to explore. While investors can immerse themselves in this sea of information, they may find that practical wisdom is in short supply. The unfortunate…

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AE Wealth Surpasses $4B in Total Platform Assets

AE Wealth Management Remains One of the Country’s Fastest-Growing RIAs, Adding $1 Billion in Platform Assets in Just Six Months AE Wealth Management continues to grow without accepting external capital or making acquisitions, having surpassed $4 billion in total platform assets as of June 12, 2018. AE Wealth increased its total platform assets from just…

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