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Risk Management for Financial Advisors Made Easy

Risk Management for Financial Advisors Made Easy

Posted by on Mar 31, 2013 in Portfolio Management, Risk Management

“Living at risk is like jumping off a cliff and building your wings on the way down.” ― Ray Bradbury “Risk comes from not knowing what you’re doing.” ― Warren Buffett It often seems that the world has been just lurching from one crisis to the next, playing havoc with buy and hold strategies and modern portfolio […]

Which Portfolio Rebalancing Software is Right for You?  Smartleaf’s Response

Which Portfolio Rebalancing Software is Right for You? Smartleaf’s Response

Posted by on Mar 20, 2013 in Portfolio Management

I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami back in February 2012. The responses from the four vendors were very informative and I thought it would be interesting to hear from a few other vendors who couldn’t be part […]

Which Portfolio Rebalancing Software is Right for You? FolioDynamix Response

Which Portfolio Rebalancing Software is Right for You? FolioDynamix Response

Posted by on Mar 6, 2013 in Portfolio Management

I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami last month.  The responses from the four vendors were very informative and I thought it would be interesting to hear from a few other vendors who couldn’t be part of the panel. The […]

Which Portfolio Rebalancing Software is Right for You? (2/2)

Which Portfolio Rebalancing Software is Right for You? (2/2)

Posted by on Feb 19, 2013 in Portfolio Management

This is part 2 of 2 of a summary from a panel discussion at the Tools and Technology Today (T3) Conference, which took place February 11-13, 2013 in Miami, FL.  You can read part 1 here. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon […]

Which Portfolio Rebalancing Software is Right for You?

Which Portfolio Rebalancing Software is Right for You?

Posted by on Feb 17, 2013 in Portfolio Management

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon Rembe, CTO, Envestnet/Tamarac Danielle Fava, Sr. Product Manager, TD Ameritrade/iRebal Janson Evans, VP […]

Asset Allocation: Is Modern Portfolio Theory Dead? (1/2)

Posted by on Oct 23, 2012 in Portfolio Management

This is a summary of a session of the Money Management Institute’s 2012 Fall Solution Conference. Moderator: Michael Jones, Chairman and Chief Investment Officer, Riverfront Investment Group Panelists: Colin Moore, Chief Investment Officer, Columbia Management, $339 billion AUM Howard Present, President and Chief Executive Officer, F-Squared Investments Steve Murray, Director of Asset Allocation Strategies, Russell […]

Generating Tax Alpha With After-Tax Asset Allocation

Posted by on Feb 26, 2009 in Portfolio Management

The calculation of after-tax asset allocation is key to determining asset location, which can significantly impact an investor’s after-tax returns according to a study done by William Reichenstein, Ph.D., CFA (a copy is here as well).  Reichenstein proposes a unified framework that addresses the different risks and returns that exist between taxable and retirement accounts.  While he doesn’t mention the […]

Seeking Tax Alpha

Posted by on Feb 26, 2009 in Portfolio Management

The term “tax alpha,” which was coined by Rob Arnott of investment manager Research Affiliates, represents the improvement in net returns gained from effective tax management. (from Seeking Tax Alpha By David E. Adler at AdvisorMax.com) During my research and discussions with industry professionals, I’ve discovered (not surprisingly) that there are many definitions of tax […]

Is Tax Alpha a Myth or is it Real?

Posted by on Feb 9, 2009 in Portfolio Management

This blog is dedicated to a tax management as it relates to fee-based managed accounts.  I plan on researching and discussing many of the issues surrounding tax management.  I’ll look into tax management claims made by investment advisors, overlay managers and software companies.  Different methodologies of tax management are also on my radar as well […]