Tag: PORTFOLIO MANAGEMENT
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Fiduciary Paper #10: Is Proper Tax-Efficient Portfolio Design and Management a Duty, and is it Scalable?
I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of their clients tax-efficiently, often through a blanket statement that “tax advice is not provided.” This post seeks to ask, and generally answer, two questions: First,…
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Use of Factor Investing in Portfolio Design for Retirees and Accumulators
In previous posts I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods of time (10-20 years) with a high degree of probability. Over the next 20 years, exposure to these factors brings with it a very strong probability…
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The Major Benefits of Utilizing Factor-Based Investing in Investment Portfolios
In several previous blog posts, I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods of time (10-20 years) with a high degree of probability. Over the next 20 years, exposure to these factors brings with it a very…
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Ten (TOUGH) Questions You Should Be Asking Your Financial Advisor
HERE IS A DOCUMENT THAT YOU CAN PROVIDE TO YOUR CURRENT, OR PROSPECTIVE, FINANCIAL ADVISOR, TO SEE WRITTEN ANSWERS TO THE TOUGH 10 QUESTIONS. FOLLOWING IS THE TEXT FROM THE FILE, ABOVE, FOR THOSE WHO PREFER TO READ IN THIS MANNER. 10 Tough Questions You Should Ask Any Financial Advisor By Ron A. Rhoades,…