Author: AndrewAdmin

MFS Market Insights – 10/10/2017

MFS Market Insights – 10/10/2017

We had a good conference call with the team from MFS to go over their outlook on the global economy and investments.  Below are some of the talking points that were discussed:

We are in a synchronized global recovery considering much of the economic data.  We...

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Janus Henderson Knowledge Shared

We recently participated in a panel discussion with:

Bill Gross – The “Bond King”
Myron Scholes – Noble Prize Winner, Janus’ Asset Allocation Strategist
Alex Crooke – Leads Global Income Investing
George Maris – Concentrated Global Investor ( Go Anywhere Best Ideas Investors)

Below are the notes and key takeaways from that...

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eNVESTOLOGY Launch Party (Replay)

We explored many aspects of this exciting program and focused on how this is different from the traditional set-it and forget-it robo-advice. Take some time to watch as we covered a good amount of ground.

Some of the things that you will learn about:

What Advisor Crafted and Technology Enhanced actually...

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Litman Gregory Masters Alternative Fund

Litman Gregory Masters Alternative Fund (MASNX)* – Semi-Annual Report Review

(If you would like to read the full report, please see this LINK)

After reading through the semi-annual report, we thought we would put together a brief summary of some of the main bullet points that we believed to be relevant.

First though,...

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Investors Still Want Human Interactions

Move over traditional Robo Advisors — it is the Hybrid Advisor that is now getting all the attention. A Hybrid Advisor, much like the name suggests, offers a more holistic investment platform where a human is in control, but is also using computers to help with overall investment strategy.

Among American...

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