ETF Roundtable: How to Play This Brave New Market

SSN Marketing News

It has been a confounding year for market watchers. For the first time since the financial crisis, a high percentage of actively managed funds are beating the market. Value stocks are beating growth ones. And, of course, the U.S. presidential election resulted in a surprise for most investors, yet the markets have registered no shock. And that throws into question …

Portfolio Construction vs. Investment Planning

SSN Marketing Practice Development

Portfolio Construction vs. Investment Planning By Corey Keltner, Practice Development Specialist Portfolio Construction vs Investment Planning Most advisors consider the investment process the core of their business. This is generally how you get paid and therefore where you focus your time. Lately though, we have been seeing a shift toward the commoditization of investment management. Asset allocation, diversification and rebalancing can …