Real assets, beyond their inflation fighting attributes, possess intrinsic benefits for a diversified, successful long-term portfolio.
If you were being honest, would you find investments in your portfolio you are holding because of emotional reasons rather than because they continue to make the most financial sense?
Passive investments continue to gain market share within the construction of investors’ portfolios. The success of passive investing has also attracted investors with passive portfolio construction. It is our view that passive investors overlook key elements of asset allocation, most notably, index methodology.
Many of our friends and colleagues have asked us why we launched Fi3 Family Office. The answer is simple: We want to meet the evolving needs of our clients.
While most identity theft targets credit cards, tax returns or bank accounts, attempts to access retirement funds rises every year. For many plan participants, a retirement plan may be their largest asset outside of home equity.
Last year was near perfect for the markets — the S&P 500 not only gained over 21%, it also was the first year in history that the index didn’t experience a single down month. This year, however, is noticeably different. A rocky beginning may have you wondering if the long-running stock rally is over, though that’s not necessarily the case. In fact, the volatility may actually be a blessing in disguise.
What is the role of fixed income in your portfolio? There are two key considerations for fixed income that all investors should understand.
First, fixed income’s role is not diminished by what may be greater hurdles in the future (ie. rising interest rates). When the next downturn comes, we fully expect fixed income to outperform equity assets.
Second, price returns of bonds are not the whole story. Remember, what you glean from a month-end investment statement is only part of the narrative.
How did we arrive at these findings? Let’s take a look at what brought us here.
Guest author William Gurtin offers his thoughts on MSRB Rule G-15 and FINRA Rule 2232 requiring broker-dealers to disclose markups on bonds. He writes that the municipal bond market is finally inching its way into the 21st Century.
What You Can Expect and Resources from Fi3
Talks of tariffs and trade wars dominate the news. But what does this mean for investors? Market returns have been far more mixed and volatile in 2018. There are several factors involved, the most recent being rising tensions over trade between the U.S. and China. A series of recently announced tariffs has increased concerns for a broader trade war, which has impacted the markets.
Fi3 Family Office is proud to sponsor WFYI Indianapolis’ Listen Up event May 3 featuring Indianapolis Colts quarterback Andrew Luck and award-winning author John Green. WFYI is hosting a live conversation with Luck and Green at the Old National Centre in Indianapolis. Luck has selected Green’s latest novel, “Turtles All the Way Down,” as his book club pick for May.