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Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
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One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.
Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
Retirement
What volatility means for retirement plan participants
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Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
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After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.