Trying to predict future market performance is no guarantee; however, given historical performances and trends, we like how our portfolios are positioned. Scott Welch, Joe Tenaglia and Andrew Okrongly observe market outlooks and translate them to our current Model Portfolio allocations and positions.
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This year, there has been little interest from investors in emerging markets (EM), for good reason. Despite this, Joseph Tenaglia explains how EM is showing signs of a turnaround.
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With the stock markets off to one of their worst starts to the year in decades, 2022 has been very difficult for investors to navigate. Joseph Tenaglia outlines how to navigate through the current market conditions.
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With today's rapidly changing market regime, Scott Welch, Bradley Krom and Joe Tenaglia break down why they believe now is the right time for investors to begin building efficient core portfolios.
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The first quarter of 2022 represented a shift in the market regime. Following these market movements, Scott Welch and Joe Tenaglia outline the recent changes made to our Model Portfolios so they are potentially well-positioned for the current market environment.
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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.
