Behind the Scenes of Your Portfolio: Rebalancing
We are starting a new series of blog posts looking behind the scenes of how we manage portfolios for our ongoing clients. Many of these things have been discussed in various levels of detail in the past, but we wanted to give you a full picture of what happens on an ongoing basis. Let’s begin discussing “Rebalancing”…
Behind the Scenes of Your Portfolio: How We Choose Investment Vehicles
There are many different opinions on the best way to build out an investment portfolio. As you may be aware, we have partnered with Fiducient Advisors to deepen our investment research capabilities since early 2022. We work directly with our team of over 40 analysts at Fiducient to research asset allocation decisions and the best way to structure the portfolio. This is especially valuable as the investment markets and the world generally seem to change at a much faster pace than before.
Bonds May Be Riskier than Stocks
One of the staple investment beliefs has historically been that “bonds are for protection and stocks are for growth”. While the evidence has generally backed this up, it is important that we balance what worked before with the current and future investment environment. As every investment compliance attorney has said, “past performance is no guarantee of future results”.