Financial News

Thematic Systematic Investing Top 1% – 1-Year percentile ranking out of 407 World Stock managers as of 12/31/16
#1 – 1-Year absolute ranking out of 407 World Stock managers as of 12/31/16

Global Thematic Accumulation Top 1% – 1-Year percentile ranking out of 407 World Stock managers as of 9/30/16
#2 – 1-Year absolute ranking out of 407 World Stock managers as of 12/31/16 

Recently, FREE Magazine featured our CIO, Jesse Mackey's, article Human vs. Robot: Winner Take All?

A publication of New York's American Portfolios Financial Services, FREE Magazine is a printed and digital news magazine that keeps AP’s advisors informed of best practices and issues regarding financial planning, along with industry news and occasional insight from other financial professionals. 

See the full article below.

Clients who experience market downturns often feel that they have limited access to investment options.  They feel more vulnerable and, by the same logic, so do financial professionals.  A lack of alternative assets being approved for sale by compliance, a lack of training on the part of advisors, and a lack of investor education hinders the understanding and usage of alternative assets by both investors and professionals alike.

CPAs are an important part of the investment process.  Besides the valuable tax planning and financial planning expertise that they offer, many CPAs are involved with their client’s investment decision making.  Besides understanding their tax situation, a CPA can recommend appropriate financial solutions that can fit both their particular taxation and investing circumstances.

Rolling over your 401k is easier than ever before.  Many investors believe that they must pick and choose what to sell, what to keep and often make the process seem more complex than it really is.  But the reality is that rolling over your retirement assets and putting a plan into place is relatively simple.

Part of successful investing is generating favorable results in good markets as well as bad markets.  Regardless of whatever your idea of retirement looks like, investors need a plan to get there in the first place.

Investors often believe that they cannot obtain proper diversification within their investments without paying a significant amount in investing fees such as upfront mutual fund sales charges and ongoing internal expenses.  However, the advent of technology-driven investing has allowed investors to create a properly diversified portfolio at a relatively inexpensive cost.  Best of all, this does not necessarily come at the expense of traditional human interaction and service.

529 plans are an excellent way to save for college.  However, there are alternative investment platforms that can complement these college savings plans.  These investment vehicles can act as an avenue of exposure to alternative assets that may not be available inside a 529 plan.  Furthermore, these investment vehicles can potentially act as a hedge against risks in the 529 plan. 

Rolling over your 401k today can help move you towards a more comfortable retirement tomorrow.  Leaving your 401k unattended can not only jeopardize your retirement, but also ensures that you miss out on various market opportunities.  Besides that, rolling over your 401k gives you more control over your investments.

When investing for retirement, investment fees should not total a significant portion of your retirement portfolio.  Fees assessed on qualified retirement plans add up, especially for plans for smaller employers.  The 401k and the Individual Retirement Account (IRA) have become the retirement savings vehicles of choice, but these accounts all charge fees or other expenses that eat into returns.