During periods of market turbulence, clients need their financial advisors more than ever. Scott Welch outlines three courses of action for advisors to focus on as they look to lead their clients through the recent market turmoil.
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In his three-part series, Scott Welch takes a deep dive into how our Model Portfolios performed in Q1 2023. In part three, Welch focuses on our collaboration models.
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In his three-part series, Scott Welch takes a deep dive into how our Model Portfolios performed in Q1 2023. In part two, Welch focuses on our outcome-focused models.
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The first quarter of 2023 was eventful for the markets, but how did our Model Portfolios hold up? In part one of a three-part series, Scott Welch begins with a review of our strategic models.
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Trying to predict future market performance has no guarantee; however, given historical performances and trends, we believe our Portfolios are well positioned. Against this backdrop, our Model Portfolio Investment Committee observes market outlooks and translates them to our current Model Portfolio allocations and positions.
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As part of our March 2023 Model Portfolio rebalance, we increased our target allocation to managed futures within the Siegel-WisdomTree Longevity Model Portfolio. Andrew Okrongly, Joe Tenaglia and Brian Manby make a case for managed futures moving forward.
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