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Investing Ideas
What is a Stock Worth?
This piece is approved to use with clients.
Implications for Equity Investing at Historic Valuations
Alternative Investments
What is a Hedged Equity?
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Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Alternative Investments
What is a Put Option?
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Simple, Straight Talk on Put Options.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.