Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.
Balanced portfolio construction will likely prove fruitful in 2024.
A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.
Andy Stout, CIO of $19 billion Allworth Financial, discusses the RIA’s proprietary scorecard to filter through thousands of funds, the firm’s strategy for weathering economic risks and how the firm uses direct indexing to bring alpha to clients.
Money poured into money market funds may not be recycled back into the markets, according to investment analysts.
Lower valuations and higher dividend yields mean value stocks typically outperform in the long run regardless of interest rates.
Forecasters don’t see much upside for the S&P 500 in 2024, but some of its best returns have come in years when soothsayers least expected them.
Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.