Is There a Mid-Cap Equity Premium?

RELATED CONTENT

How to Increase Payout on an Income Portfolio

Juicing yield isn't hard—until you adjust for risk. To find the sweet spot between clients' needs and their risk tolerance, revisit how the portfolio is allocated—and in what weights—to the major asset classes. A couple of ETF strategies highlight the possibilities.

Active, Passive, Strategic, Tactical: What's Your Investment Style?

Investment management is actually split on two different dimensions: whether to be active or passive within asset classes and whether to be strategic or tactical among them. This dynamic leads to four quadrants of investment management styles. Which are you?

Tax-Efficient Investing Tactics and Strategies

A holistic and consistent tax-management approach can minimize tax liabilities and contribute 1%-2% to after-tax portfolio growth. Here are two tax strategies that offer different options and advantages for your clients’ diversified portfolios.

Lower Portfolio Volatility Is a Retiree’s Best Friend

Effectively minimizing a retirement portfolio’s volatility requires more than just a buy-and-hold strategy. A more tactical asset allocation—including an active risk management plan—can help clients enjoy higher withdrawal rates during retirement and lowers the risk that they’ll outlive their savings.