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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
Don’t Be Shy About Using Model Portfolios

Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.

November 16, 2023 Gregory V. Kanarian Financial Professional content – requires login
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Portfolio Construction: Growth & Cyclical Stocks

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

August 25, 2023 Mark J. Cintolo - Sean Kaukas