This article was originally published on Seeking Alpha. By Jessica Rabe Summary Managed futures has been incorrectly described as a bear market hedge due to poor performance over the past few years. The strategy is not a hedge; it is uncorrelated, and its role in a portfolio is long-term diversification. AQMIX has had strong returns…
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Review And Outlook Of S&P 500 Earnings, Dividends, And Balance Sheets

This article was originally published on Seeking Alpha. Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship…
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Listed Private Equity: From Skeptic To Believer

This article was originally published on Seeking Alpha. Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no…
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Simple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)

This article was originally published by the CFA Institute. For those who are overwhelmed by the choices in their 401(k) plans, this article offers tips about portfolio construction from the perspective of an investment adviser. As a fee-based investment adviser, I help clients select investment solutions that improve their chances of achieving their goals. Those…
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