Investors may get a wake-up call this winter when it comes to taxes, but it doesn’t have to be that way. According to BNY Mellon’s Ben Slavin, it’s a key time to sell losing investme...
Tag: portfolio management
This Is Why You Should Ditch Your Bond Funds And Buy Some Bonds Instead
Rising interest rates are very bad for bond funds while individual bonds held to maturity can … [+] perform considerably better. (Photo by Johan NILSSON / TT News Agency / AFP) / Sweden OUT (Pho...
Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. “We all understand that markets go through cycles and reces...
How Investors Can Fend Off Inflation, According To Christopher Zook
Christopher Zook, Chairman and Chief Investment Officer of CAZ Investments Courtesy of CAZ Investments Christopher Zook thinks the risk-reward in the market is the worst he’s seen in his 30 years in t...