WisdomTree Insights

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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When preparing your portfolio, it is important to focus on market signals and weed out market noise. Scott Welch outlines five primary economic and market signals for investors to focus on in the first quarter of 2023.
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The DuPont Analysis provides an excellent tool for identifying higher-quality securities, products and model portfolios. Scott Welch discusses this tool and how it is applied when building the WisdomTree Model Portfolios.
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November 30, 2022, marked the three-year anniversary of the Siegel-WisdomTree Model Portfolios. Following this milestone, Scott Welch outlines the investment mandates these Models were created to resolve and analyzes how they have performed since their launch.
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In their four-part blog series, “Four Habits of Highly Successful Advisors,” Scott Welch and Ryan Krystopowicz outline different habits advisors can employ when addressing the sophisticated demands of high net worth investors. In the final post, they focus on active adoption and employment of third-party Model Portfolios.
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In their four-part blog series, “Four Habits of Highly Successful Advisors,” Scott Welch and Ryan Krystopowicz outline different habits advisors can employ when addressing the sophisticated demands of high net worth investors. In part 3, they focus on the two things any advisor has the most control over: fees and taxes.
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