Liquid absolute return funds differ in their methods and goals, and the short track record of most does little to instill confidence. But at Schwab IMPACT 2015, Insight Investment manager Sonja Uys detailed how her liquid alt fund has remained on track for 10 years, both preserving capital and returning 3 to 4 percent over cash.
At Schwab IMPACT, DoubleLine Capital's Jeffrey Gundlach laid out the case for the Fed to refrain from raising rates, and why Puerto Rico muni bonds and closed-end funds are bright spots in a bleak market.
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More
A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider....More