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Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run

Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run
Academic research suggests that investors can realize greater investment returns over multiple business cycles when they allocate a portion of the investment portfolios in small and mid cap sized companies. Many investors place too great an emphasis on large cap stocks for their asset allocation models. By so doing, investors miss a significant portion of…
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Robo Advisors: Computer Advice Versus Personalized Advice

Robo Advisors: Computer Advice Versus Personalized Advice
Are financial planning and investment advisory services the latest profession to fall prey to computer automation, as is in the case of Robo Advisors?  Robo Advisors like Betterment, WealthFront, Jemstep, WiseBanyan, Blooom and Motif, all claim to do more for less through a process of self diagnosis utilizing a battery of financial questions that you…
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New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers

New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers
The new rule change proposed by the Department of Labor (DOL) is designed to require the same level of financial advisor responsibilities for Individual Retirement Account (IRA) rollovers, as is currently mandated for FRS Investment Plan accounts. The higher standard referred to by the DOL rule change is known as the fiduciary standard. A financial…
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When Can Too Much of a Good Thing Results in Unmet Investor Expectations

When Can Too Much of a Good Thing Results in Unmet Investor Expectations
Investor appetite for a “good thing” seems to be boundless, and the pursuit of a good thing, some investments might not meet expectations. Before the credit crisis investors flocked to Mortgage Backed Securities (MBS) because of the yield and great credit ratings. How could you lose? A Puerto Rico investor’s pursuit of a “good thing”…
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