How to Find the Best Bond ETFs for Client Portfolios

Many of us first encountered fixed income not through bond ETFs, but through the physical savings bonds that were gifted to us as kids (thank you, Aunt Judy). Albeit bond ETFs and savings bonds are a bit different, advisors know fixed income‚Äôs consistent payments and low correlation to stocks are a vital part of any … Continued

Can Active Management Still Add Alpha?

A unique approach to the age-old active versus passive management debate. Executive Summary Selecting the correct asset class tilt is ~10X as important as deciding whether to invest in Active vs. Passive Funds. (TABLE 1) Actively managed funds outperform passively managed funds by ~2 percentage points per annum, on average. (TABLE 2) Over the last … Continued