More and more financial advisors and RIAs are adopting outsourced asset allocation model portfolios in their practices as they seek to deliver an institutional-quality investment solution in a cost- and operationally efficient manner. Scott Welch explains how our Modern Alpha® approach to model portfolio construction helps provide the outperformance potential of active investing with the benefits of passive.
We have witnessed an almost unprecedented four to five weeks of market disruption, and many investors are wondering what they can do to stem the tide. Scott Welch discusses how tax loss harvesting can help investors “lean into” these disruptive markets and add tangible and proactive value to investor portfolios.
The market disruption over the past four to five weeks has been disconcerting, but it has also presented potential opportunities for valuable introspection. Our CIO for Model Portfolios, Scott Welch, provides several broad observations plus some very specific ideas for advisors that can help benefit their clients.