Important Questions to Ask Your TAMP’s Investment Committee

    Outsourcing investment management provides independent advisors with expert professional help and incredible practice leverage, making it one of the best ways to improve ... Learn more

    Dividends: the Good and the Bad

    Stocks can provide two sources of returns: dividend payouts and stock price appreciation. An income portfolio typically consists of at least some dividend-paying stocks. ... Learn more

    Modern Portfolio Theory and Construction

    In 1952 Harry Markowitz, who would later win the Nobel Prize in Economics, wrote his dissertation Portfolio Selection that continues through today to drive asset allocati... Learn more

    The Pros and Cons of SMAs

    Separately managed accounts (SMAs) are popular investment vehicles that historically have been accessible only to institutional and wealthy individual investors. Today, p... Learn more

    The Benefits of Multiple Money Managers

    There is a popular saying that "two heads are better than one." When it comes to managing your clients' money, maybe more than two heads is even better. Investors can fin... Learn more

    The Pros and Cons of ETFs

    Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive, and can offer various levels of focus and d... Learn more

    What Are Fractional Shares?

    Every investment firm and advisor is talking about fractional shares lately. What are they, exactly? It’s pretty simple: a fractional share is less than one full share of... Learn more

    Introduction to Sustainable Investing

    As most of you have long since realized, sustainable and responsible investing is more than just a niche. Increasingly, investors are asking how they can make a social an... Learn more

    The Pros and Cons of Mutual Funds

    Mutual funds are popular investment vehicles because they are managed by professionals, can provide diversification, and the investment minimum is usually modest. However... Learn more

    The Psychology of Investing

    Many people believe that the smartest investors are the most successful investors. They think that a brilliant mind can suss out the nooks and crannies of the stock marke... Learn more