Strategies http://wealthmanagement.com/taxonomy/term/23671/more en Rate Hike Rally http://wealthmanagement.com/viewpoints/rate-hike-rally <div class="field-deck"> The lead-up to the first rate hike by the Federal Reserve is historically a favorable environment for U.S. equities and credit </div> <div class="node-body article-body">VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The lead-up to the first rate hike by the Federal Reserve is historically a favorable environment for U.S. equities and credit </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/rate-hike-rally" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/rate-hike-rally#comments Strategies Viewpoints Investment Mon, 02 Mar 2015 19:29:00 +0000 797341 at http://wealthmanagement.com Cameron Whitman/iStock/Thinkstock How to Spot a Closet Indexer http://wealthmanagement.com/asset-management/how-spot-closet-indexer <div class="field-byline"> John F. Wasik </div> <div class="node-body article-body">It makes little sense to pay for active management that is not pulling its weight. Here’s how to tell if a manager is hewing too close to an index.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-management/how-spot-closet-indexer" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/how-spot-closet-indexer#comments Strategies Equities Fixed Income Asset Management Mon, 02 Mar 2015 14:10:00 +0000 791791 at http://wealthmanagement.com The Incredible Shrinking Alpha http://wealthmanagement.com/strategies/incredible-shrinking-alpha <div class="field-byline"> Larry E. Swedroe and Andrew L. Berkin </div> <div class="field-deck"> Excerpted from the book, The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches (BAM Alliance Press). </div> <div class="node-body article-body">The pool of victims active managers need to exploit—the sheep that are to be sheared—is shrinking. Unless you’re Warren Buffett, the winning strategy is to not play.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/incredible-shrinking-alpha" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/incredible-shrinking-alpha#comments Strategies Asset Management Mon, 02 Mar 2015 14:02:00 +0000 791771 at http://wealthmanagement.com What Do You Think About Unconstrained Bond Funds? http://wealthmanagement.com/blog/what-do-you-think-about-unconstrained-bond-funds <div class="node-body blog-body">Unconstrained bond funds are growing in popularity, mainly due to low interest rates and their ability to invest in a broad range of assets.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/what-do-you-think-about-unconstrained-bond-funds" target="_blank">read more</a></p> http://wealthmanagement.com/blog/what-do-you-think-about-unconstrained-bond-funds#comments Industry Blogs Strategies Fixed Income The Daily Brief Mon, 02 Mar 2015 10:00:00 +0000 795941 at http://wealthmanagement.com <p>Copyright Scott Olson, Getty Images</p> Of Rigged Markets and Profitable Emotions http://wealthmanagement.com/viewpoints/rigged-markets-and-profitable-emotions <div class="field-deck"> It is not important to beat markets, but rather to accomplish personal goals under consideration of the right risk/reward when choosing an advisor or investment </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; It is not important to beat markets, but rather to accomplish personal goals under consideration of the right risk/reward when choosing an advisor or investment</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/rigged-markets-and-profitable-emotions" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/rigged-markets-and-profitable-emotions#comments Strategies Viewpoints Equities Investment Fri, 27 Feb 2015 14:58:00 +0000 795741 at http://wealthmanagement.com leungchopan/iStock/Thinkstock Investors Tell Hedge Funds They Want Lower Fees - Survey http://wealthmanagement.com/asset-management/investors-tell-hedge-funds-they-want-lower-fees-survey <div class="field-byline"> Reuters </div> <div class="node-body article-body">Institutional investors are sending a strong message to hedge funds after last year's largely lackluster returns: charge us less and perform better.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-management/investors-tell-hedge-funds-they-want-lower-fees-survey" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/investors-tell-hedge-funds-they-want-lower-fees-survey#comments Alternative Investments Strategies Asset Management Fri, 27 Feb 2015 14:12:00 +0000 794801 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Buy-and-Hold Fund Prospers With No New Bets in 80 Years http://wealthmanagement.com/strategies/buy-and-hold-fund-prospers-no-new-bets-80-years <div class="field-byline"> Reuters </div> <div class="node-body article-body">Equity investors pursuing a buy-and-hold strategy might want to check out a fund that hasn't made an original stock market bet in 80 years.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/buy-and-hold-fund-prospers-no-new-bets-80-years" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/buy-and-hold-fund-prospers-no-new-bets-80-years#comments Strategies Equities Fri, 27 Feb 2015 12:00:00 +0000 795171 at http://wealthmanagement.com <p>1935 was the last time the Voya Corporate Leaders Trust Fund picked stocks. It hasn&#39;t picked any new ones since.&nbsp;</p> Copyright Fox Photos, Getty Images Top Three Ingredients for Developing a Plan-Based Investing Approach http://wealthmanagement.com/client-relations/top-three-ingredients-developing-plan-based-investing-approach <div class="field-deck"> Advisors ultimately have one job: align the plans and investments to clearly defined client goals and aspirations </div> <div class="node-body article-body">Advisors ultimately have one job: align the plans and investments to clearly defined client goals and aspirations</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/top-three-ingredients-developing-plan-based-investing-approach" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/top-three-ingredients-developing-plan-based-investing-approach#comments Strategies Client Relations Investment Practice Management Wed, 25 Feb 2015 15:21:00 +0000 792971 at http://wealthmanagement.com Suradin Suradingura/iStock/Thinkstock Technical Analysis: It’s Really VERY Simple http://wealthmanagement.com/etfs/technical-analysis-it-s-really-very-simple <div class="field-deck"> Cartoonist puts it all into perspective </div> <div class="node-body article-body">Cartoonist puts it all into perspective.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/technical-analysis-it-s-really-very-simple" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/technical-analysis-it-s-really-very-simple#comments Strategies ETFs Investment Tue, 24 Feb 2015 20:23:00 +0000 792191 at http://wealthmanagement.com Are Risk Parity Funds Worth The Cost? http://wealthmanagement.com/etfs/are-risk-parity-funds-worth-cost <div class="node-body article-body">A strategy used by institutional investors to preserve capital is now easily available to individuals via retail funds. But do they perform as advertised? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/are-risk-parity-funds-worth-cost" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/are-risk-parity-funds-worth-cost#comments Strategies Equities ETFs Fixed Income Mutual Funds Tue, 24 Feb 2015 16:04:00 +0000 791851 at http://wealthmanagement.com