ETF Strategist
Broad Exposure
Downside Mitigation
Risk Management
Dynamic Portfolios
Tactical Allocation
Advisor Login


There comes a time when it is important to step back and take a deeper look at the fundamentals of a company or industry rather than just bask in the glow of its historical stock performance.  For Utilities, now is that time.  With the XLU nearing all time highs, holding near a 4% dividend yield,...
Read More
If your advisor has decided to own individual stocks rather than either mutual funds or ETFs (Exchanged Trade Funds) for your portfolio, I think you need to ask Why?  To justify the fees he is charging is a cynical (and likely truthful) answer. The costs to do it well. Large firms spend large sums of...
Read More