Wholesaler Perspective | Identifying Tax Loss Harvesting Opportunities

Through the first half of 2022, financial markets have experienced painfully historic drawdowns caused by surging inflation and the Fed’s aggressive response, geopolitical impacts from the Ukraine war, and global supply chain issues. Advisors and their clients’ portfolios are being hit in a similar fashion, with a typical 60% stock, 40% bond portfolio delivering less … Continued

The Best Performing Mutual Funds in Each Category and How to Find Them

When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. The exercise of finding the best-performing mutual … Continued

Value vs Growth: Current Trends, Top Stocks & ETFs

The value vs. growth stocks debate is never-ending, and the past 12 months provide a near-perfect illustration of how regularly these equity styles ebb and flow. Growth stocks, represented here by the iShares S&P 500 Growth ETF (IVW), steadily outperformed its Value counterpart (IVE) over the course of 2021. Since the new year, that narrative … Continued

The Best Performing Dividend ETFs & How to Find Them

The “bird-in-hand” theory suggests that, due to uncertainty of the future, investors prefer stock dividends to potential capital gains. While good in principle, that’s not always the case in practice. So if you value a bird in the hand, but at the same time want a chance at those in the bush, what investment vehicles … Continued

The Best Bond ETFs: A Complete Guide

Many of us first encountered fixed income not through bond ETFs, but rather the physical savings bonds that were gifted to us as kids (thank you, Aunt Judy). Although bond ETFs and savings bonds are a bit different, advisors know fixed income’s consistent payments and low correlation to stocks are vital to a well-balanced investment … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

Victors of Today’s Market Volatility with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig, and Bradley Cipriano Markets have been volatile in 2022 and growth stocks have had a rollercoaster year so far. Countless high-performing technology stocks have been sold indiscriminately this year. For instance, growth leaders such as CrowdStrike, Datadog, and Snowflake were all down over 20% at one point in … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued

How Wholesalers Gain an Edge with YCharts SMA, Portfolio Data

YCharts provides access to key data for nearly 12,000+ Separately Managed Accounts (SMAs) and Models (UMAs) from dozens of asset managers that can be evaluated and compared with powerful research tools and customizable reports. Wholesalers can leverage YCharts to discuss SMAs and Models with their clients and prospects in the same ways the platform is … Continued

How to End The Year with More AUM and Less Distributions for Your Clients

At the end of every calendar year, many fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As a wholesaler, you want to build long-lasting and mutually beneficial relationships with your advisor-partners. So how can wholesalers help limit distributions and their associated side effects?  With … Continued