Ryan Nauman

Ryan’s Recent activity

Should Bitcoin Be Part of a Client’s Investment Portfolio?

Jun 04, 2021

It is no secret that Bitcoin is a risky asset regardless of what risk measure you choose. It is in a class of its own. What is more surprising is the attractive risk-adjusted performance, says Ryan Nauman, market...

Did Active Managers Capitalize on the Spike in Volatility During February?

Mar 21, 2018

The notion that active managers shine during periods of market volatility hasn’t had a chance to be tested for quite some time, but February gave them reason for optimism.

Year-End Tax Planning Strategies

Sep 29, 2017

Helping reduce your clients’ tax liability is instrumental to growing their assets and helping them achieve their financial goals.

Top SRI Managers

Aug 04, 2017

Trump’s election, and subsequent withdrawal from the Paris Accords, prompted a rush of new investor money toward environmentally responsible investments. Here are the top performing SMA managers for socially...

What a Flattening Yield Curve Means for Your Clients

Aug 04, 2017

Clients may not be getting the income they need in longer-term Treasuries, so advisors need to look to other fixed income sectors. Here’s how they compare.

Factoring in Factors

Jun 19, 2017

Low volatility, value and size have rewarded investors with superior risk-adjusted returns over the past two decades. But how do you use them in a client portfolio?

Alternatives and Roles They Play in Asset Allocation

Dec 20, 2016

Simply adding foreign investments to a portfolio does not equal diversification

Money Market Reform

Oct 10, 2016

After eight years of deliberation by the SEC, the second round of regulations governing money market funds go into effect on October 14.

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