Products

ETF strategies for a downturn

When a market sell-off occurs, as witnessed over the last couple of weeks, it’s frustrating for both advisors and their clients

By Howard J. Atkinson |August 2, 2013

6 min read

Active or passive? Help clients choose their style

Active and passive investments aren’t mutually exclusive, insists a new report by Goldman Sachs Asset Management. "Just as allocations to both equities and bonds can be complementary, using both investment styles can serve different needs within the same portfolio."

July 30, 2013

2 min read

Building an ETF portfolio

Portfolio construction is as much an art as it is a science. It’s a science because, thanks to modern portfolio theory, advisors can construct efficient frontiers securing the best risk-reward tradeoff. It’s an art because no two clients will have the same risk profile—or better, risk appetite.

By Scot Blythe |July 19, 2013

4 min read

Explain commodities with Eddie Murphy’s help

The movie Trading Places is one of the most beloved financial comedies of the last 30 years — so much that it spawned real-life commodities reform in 2010. Read: How to read the commodities market The classic, which stars Eddie Murphy and Dan Aykroyd, was the basis for the “Eddie Murphy Rule,” or Section 136 […]

By Staff |July 16, 2013

1 min read