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...
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...
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...
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...
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...
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...
