Investment Portfolio Trends 2023: Looking in the Mirror

A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

March 12, 2024 Kevin McCullough
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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