Reports

Income / Withdrawal Needs

8th Jun, 2017

by

One of the greatest challenges to retirement income is retiring at a market top. The following illustrations show the differences in three portfolios starting at the market top of 1999. It can be difficult to create an income stream in today’s interest rate environment with traditional income sources. These illustrations compare two portfolio’s vs. our Balanced Risk Program that can provide clients with income.

Morningstar 2016 Q4 Report

6th Jun, 2017

by

Key Takeaways

  • Morningstar was tracking 881 strategies from 162 firms with total assets of $86.7 billion through December 2016.
  • Total assets in these strategies as reported to Morningstar increased 2.2% in the fourth quarter of 2016.
  • This marks the fourth consecutive quarter of growth in this space. Approximately $95 million of the $1.9 billion in quarter-over-quarter growth was driven by the addition of new strategies to…

White Paper: An In-Depth Look at Defined Maturity ETFs

23rd May, 2017

by

White Paper: An In-Depth Look at Defined Maturity ETFs

From: Guggenheim Investments

As the ETF market has evolved, so too has the depth and breadth of available products.

Defined maturity exchange traded funds (ETFs), a recent structural innovation in the rapidly growing ETF market, have created a wide range of new opportunities for fixed income investors. Today, these ETFs provide sectorspecific exposure to fixed income markets, including segments of the market previously only accessible…

Market Timing Costs Investors Big: Dalbar

28th Nov, 2016

by

Market Timing Costs Investors Big: Dalbar

From: thinkadvisor.com

Dalbar’s annual study of investor behavior shows that self-directed investors work against themselves largely by chasing the market.

Investors are their own worst enemy, or so is the conclusion of Dalbar’s 22nd annual Quantitative Analysis of Investor Behavior study that compared equity fund returns of directed investments versus the market benchmark. This year’s study found that in 2015, investors returns came in at -2.28% for…