When building an investment portfolio, clients commonly ask what rate of return is reasonable to expect over the long term. Related to that point, clients often wonder why their portfolio’s returns may be different relative to well-known benchmarks or indexes like the S&P 500. Let’s dig into both.
When you have both science and a trusted professional on your side, you never feel alone when weathering life’s inevitable storms. You’re well-equipped to stick to a long-term strategy that can best position you to achieve your goals. And even when things don’t go exactly the way you planned, you know you’re still probably going to be OK.
When you start to feel that you have an investment plan that protects you against catastrophe, you can start to feel better. That’s why it’s important to have a process you trust, which means a process you understand.
This article will explore how direct indexing SMAs can address key investment challenges—such as creating a better core equity portfolio, reinvigorating frozen portfolios, diversifying concentrated stock, improving tax efficiency following a business sale, enhancing an existing model portfolio, and migrating a model portfolio—while also optimizing tax efficiency.
One of the most common questions investors ask is, "How do I determine the right asset allocation?" Asset allocation is essential to building a balanced portfolio, and the key factors to consider are your ability, willingness, and need to take on risk. In this post, we’ll break down these three components to help you better understand how to structure your portfolio for long-term success.
Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?