Portfolio Perspective Archives - Dynamic Wealth Advisors

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Benefits Of Alternative Investing For Portfolio Diversification

Download the 9.13.24 Portfolio Perspective for advisors’ use with clients Dynamic Portfolio Perspectives: Why “Alts” & Why Now? By Lucas Felbel, CIMA®, Director, Portfolio Services In a global market environment with more than 80 major stock exchanges and millions of stocks, bonds, exchanged traded funds and other instruments traded daily, the potential for diversification can […]

Avoiding Irrational Investing To Keep Your Goals On Track

Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals…

Portfolio Perspectives: Optimal Asset Location, Part 2 – Fixed Income

The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment outcomes through strategic asset placement […]

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