Gaining an Edge – Understanding Factors
May 15, 2020 |
What Are Factors? Factors are characteristics common to a group of securities that help explain their returns. These characteristics are distinct and quantifiable and give rise to similar patterns of performance among the securities within the group that distinguish them from other securities over t
Marketing Timing May be Hazardous to Your Portfolio’s Health
May 1, 2020 |
An Elusive Dream The stock market goes up and the stock market goes down, as you can see below. Over time the trend is strongly upward, but there have been significant market declines along the way. Growth of the U.S. Stock Market 1926-2019 US Stock Market as represented by the Ibbotson SBBI
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
Discover the Why, How, and What behind our efforts to better serve advisors and their client.
