The New Year is a great time for financial advisors to re-evaluate their practice. Ryan Krystopowicz outlines three tips that advisors can start implementing today to help convert prospects in 2022.
WisdomTree’s U.S. Growth & Momentum Fund (WGRO) recently completed is sixth rebalance since launching in June 2021. Kara Marciscano breaks down WGRO’s monthly rebalance and how it allows the Fund to frequently adapt to changing market signals.
On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Warren Pies, Founder and Strategist at 3Fourteen Research. The conversation focused on an array of topics, including asset allocation, inflation hedging, oil, gold and bitcoin.
The more market valuations rise, the more important we believe it is to reconnect stock weights with their underlying earnings. Jeremy Schwartz provides potential solutions for investors seeking to reconnect their equity portfolios to stocks.
Following post-COVID-19 lows, there has been an uptick in the level of buybacks within the S&P 500. Against this backdrop, Kara Marciscano makes the case that investors should consider leaning into quality and shareholder yield in the back half of 2021.