President Trump volubly claimed to be responsible for the stock market’s success. Given his recent statements on Amazon, trade deals and other contributions to market uncertainty, it begs the question: Did he recently short and cover?
Financial bloggers debate missing ETFs, portfolios with an active tilt outperformed in 2017 and advisors may no longer be able to deduct client lunches.
March has already proven to be extremely exciting, with many twists and turns, in both NCAA men’s basketball and with the political, economic and financial markets.
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.
Using direct indexing, advisors can build cheap, customizable portfolios for clients based on indexes or model portfolios, using fractional shares of stocks, automatically rebalanced, with lower transaction costs.
