ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Are commissions bad? Macchia says that agents would be happy to take even a small commission. Sara’s upshot.

Insurance 59

Insurance Financial Advisor Retirement License 59