by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Managing fixed income portfolios in-house using separately managed accounts requires expertise not often found with most investment advisory firms. However, it can provide flexibility and cost savings compared to mutual funds or exchange traded funds (ETFs). At...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Many investors get excited about the prospect of buying stock in a company that becomes available for the first time on the public market, an IPO. It could be new technology or a new product or service that excites them, but the goal is always the same; make a...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
If future stock and bond returns prove to be more modest, as many analysts are now forecasting, and taxes remain high or continue to grow, as has recently been the case, the use of tax-aware techniques will clearly take on added importance. Unfortunately, advisors...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Portfolio Management Overview: A commitment to the stock market involves a certain level of risk. As a result of the 2008-09 housing market collapse and the ensuing bear market in stocks, investors have become more uncertain about the markets and the appropriate...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Portfolio Management Overview: Bonds have long been considered an essential part of well-balanced portfolios. A favorite of high-net-worth clients, they have a history of providing semi-annual coupon payments while dependably returning principal at maturity. In...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
At Clearview, we recommend that investors reduce their exposure to equity portfolios as they approach retirement. There are good reasons for doing so: retirement funds can’t easily be replaced and investors usually want less portfolio volatility in their...
