Adjusted for Risk: Is Dave Ramsey's 12% Expected Return and 8% Withdrawal Rate Reasonable?

Dec 11, 2023

Zephyr Market Strategist Ryan Nauman uncovers the truths about these bold and aggressive statements and discusses whether they are realistic.

Commonwealth Expands Model Portfolio Platform

Dec 05, 2023

Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.

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Maximizing Returns and Minimizing Risk: The Strategic Role of Private Equity in Investment Portfolios

Feb 27, 2024

Mike Bailey, consultant at Fidelity Technologies Corporation, shares insights into private equity's superior performance, market differentiation, and diversification benefits.

Could 2024 Be Better for the Markets Than 2023? Yes, Survey Shows

Dec 04, 2023

Personal investments will benefit from the AI holdings and Fed cuts, according to Bloomberg survey.

Stifel Sees S&P 500 Delivering Little Returns Into Early 2030s

Dec 04, 2023

The type of high-level S&P 500 performance seen in the decade prior to 2021, “is gone for a generation,” according to Stifel's Barry Bannister.

The Charlie Munger Principles to Invest and Live

Nov 29, 2023

The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.

Charlie Munger, Who Helped Buffett Build Berkshire, Dies at 99

Nov 28, 2023

Munger helped Warren Buffett craft a philosophy of investing in companies for the long term.

Wall Street’s $300B Middleman Rides Model-Portfolio Boom

Nov 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

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Navigating Volatility: Fidelity's Unique Approach to Hedged Equity Solutions

Feb 27, 2024

Insights from Eric Granat, portfolio manager & equity derivatives analyst at Fidelity, on active management, and explicit cost models in crafting robust hedging strategies.

Tokenize Stocks, Bonds, Funds, But Proceed With Care

Nov 21, 2023

Replacing a 700-year-old system of recording asset ownership with digital chips comes with its own set of risks.