Proactive Advisor Spotlight:
The value of enhanced strategic diversification
Adding active management into the portfolio-construction equation
A more efficient (and profitable) frontier
Why active strategies complement holistic portfolio management
Volume 33, Issue 3
IN THIS WEEK’S ISSUE:
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Why clients should follow their investment playbook
Financial advisors often use sports analogies when educating clients about investment concepts. Football offers many valuable principles that relate well to active investment management.t’s hard to believe...
Higher yields and Fed policy drive tech sell-off
The sell-off in technology stocks was persistent last week and continued into Monday morning, Jan. 10. By the end of the trading day, the NASDAQ Composite Index had made a remarkable recovery. Said StreetInsider.com, “After falling almost 3% earlier in the day and as...
ISM indexes indicate continued expansion, despite December pullbacks
The ISM Manufacturing Index declined to 58.7 in DecemberThe manufacturing sector continued to expand in December, though at a slower pace, with 15 of 18 industries reporting growth.FIGURE 1: ISM MANUFACTURING—PMI COMPOSITE INDEXNote: Seasonally adjusted; 50+ indicates...
Converting positive feedback into new business
Steve Molesky, ChFC, CLU • Ellicott, MDStephen M. Molesky & Associates • Kalos Capital Inc.o cultivate new clients, we host many educational seminars for the public. We are not trying to sell anything,...