by JD Gardner | Aug 14, 2020 | Blog, Market Updates
Most people hate taxes – that’s one reason they should love ETFs. Here’s what I mean, “About 50% of all equity mutual funds paid out capital gains in 2013, whereas fewer than 5% of ETFs did, and rarely did ETFs pay gains that were significant” …that’s a quote pulled...
by JD Gardner | Aug 12, 2020 | Appearances, Media
JD Gardner writes in Investment News on The Real Risk in Bonds: “The lifeblood of financial services today is families nearing or already in retirement. This massive cohort of investors will be, or already is, dependent on their investment portfolios for current...
by JD Gardner | Feb 14, 2020 | Blog, Fixed Income, Risk
Venk Reddy has an article on Advisor Perspectives, Robbing 2020 to Pay 2019: A Reality Check for Fixed Income, and it needs to be read! We’ve been screaming about the issues with bonds and the implications moving forward with our advisors, Venk unpacks similar...
by JD Gardner | Feb 14, 2020 | Blog, Investing Behavior, Portfolios
This is a post for any advisor that uses models or third-party management of any kind and is out there hunting for the best. It’s also applicable to the client that’s expecting Warren Buffett- type performance year in and year out from their advisor. Two background...
by JD Gardner | Feb 14, 2020 | Blog, Portfolios
Custom models, off the shelf models, and everything in between – that’s what we do day in and day out. Fortunately, we are busy. We’ve carved out a niche to provide service and economics for advisors exploring how to leverage the efficiency that models potentially...
