Page 2 - Ryan Krystopowicz News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Advisors may want to deepen their use of model portfolios for clients, but client buy in isn't always easy -- these tips can help.

Last week, I blogged on the theme of the recent shifting narrative in the money and bond markets. One of the key catalysts behind this changing dynamic came from two inflation readings (CPI & PPI), which revealed that the ‘cooling’ effect that had been on display in Q4, had been dialed back a bit to begin 2023.

Stock picking isn’t dead—but for most independent advisors, it should be. The odds of achieving success are low, it’s suboptimal, and performance isn’t everything.

With yield levels surging across the asset class spectrum, one could conclude that a semblance of ‘normalcy’ has returned to the fixed income arena.

A smart and efficient investor focuses keenly on all the tools on hand, one of which is tax-loss harvesting.