The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.
Extreme investor pessimism could spark a contrarian rally.
The stock market's recent rout implies a 92% probability of US recession, up from 51% in August.
The latest buzzword in wealth management has advisors scratching their heads.
A survey of investor sentiment is near levels of pessimism last seen before the bull run. Valuations don’t back that up.
Asset classes like equities and real estate generally outgrow inflation.
Wall Street has been on edge since SEC Chair Gary Gensler signaled last year that the agency may outlaw payment for order flow during its equities rules overhaul.
Investors no longer view stocks as the only option, even if they aren’t ready to go all in on bonds.
These mistruths can bias investment decisions and distort advisor-client relationships.
More than half of investors are underweight equities while over 60% are overweight cash.
