Page 5 - Ryan Krystopowicz News Today

WisdomTree & 55ip: The Quest to Create Tax-Efficient Model Portfolios February 8, 2021 Model portfolio strategies can help savvy financial advisors navigate tumultuous market conditions, leaving them with more time to engage with clients and better-manage their businesses. WisdomTree offers one of the industry’s most expansive lineups of model portfolios, which include WisdomTree ETFs and products from other issuers. Often, capital gains issues prevent clients from accessing more compelling...

This was a great discussion on the important issues in cybersecurity, all through the attacker’s perspective lens that Team8 brings to the space.

When it comes to Washington, D.C. headlines and the bond market, it’s not very often the Federal Reserve (Fed) is not taking center stage.

By Jeremy Schwartz, CFA, Global Head of Research; Kara Marciscano, CFA, Senior Research Analyst In 2006, WisdomTree launched its first family of fundamentally weighted Indexes, challenging the market capitalization-weight status quo. Allocating weights based on dividends or earnings challenged the efficient market hypothesis by suggesting that rebalancing to fundamentals could enhance returns. Our fundamentally weighted alternative helps manage valuation risk inherent to cap-weighted st...

By Jeremy Schwartz, CFA, Global Head of Research; Kara Marciscano, CFA, Senior Research Analyst Technology experts at Bessemer Venture Partners have released a new report detailing why the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google), that so aptly portrayed technology market leadership over the last decade, are facing a potential trend change. The FAANGs benefited from the dual macro trends of the last two decades relating to the Internet and mobile adoption. FAANG stocks outper...

Break on through to the other side Break on through to the other side, yeah… (From “Break on Through (to the Other Side)” by The Doors, 1967)  I was on yet another conference call the other day, and the “icebreaker” question was, “What have you learned about yourself this year?” I am not the most introspective of people, so the question knocked me back for a second. But after giving it some thought, my response was, “It was a year of confirmation. After seeing myself every day ...