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

Overcome the Challenges of Summer Advisor Meetings

Even before stepping foot into an advisor’s office, wholesalers face the uphill battle of securing time on their calendar. The summer months, in particular, pose an additional hurdle. Whether it’s family vacations with the kiddos or perfect conditions on the golf course, a wholesaler’s job is that much more difficult when all of us get … Continued