Many advisors that use model portfolios in their practice choose to use their own, which can lead to challenges. Our Head of Advisor Innovation, Brad Shepard, explains the main advantages that advisors experience when using third-party models with their clients.
Today’s yield environment may “not mean what you think it means.” But you can still find environments for generating yield that are relatively safer than simply taking more risk in your bond portfolio. Scott Welch and Kevin Flanagan explain how.
Our suite of Efficient Core strategies opens the possibilities for advisors and investors to build truly customized portfolios in a highly capital efficient manner, without sacrificing an underlying allocation to a traditional stock/bond portfolio. Scott Welch and Joe Tenaglia break down this potentially game-changing approach to portfolio construction.
We launched the Siegel-WisdomTree Model Portfolios to address what we believe are some of the primary issues and conditions that investors could face in the foreseeable future. After almost two years of live performance, Scott Welch and Joe Tenaglia provide an update on how the Model Portfolios have performed.
The first half of 2021 has been a perfect example of why we believe risk factor diversification matters. Scott Welch explains how and why it is a core foundation of our Model Portfolio construction approach.