Market Update In the last several months, the US has seen a myriad of positive catalysts that have supported the market. The closure of the 2020 election cycle effectively neutralized political risks. The announcement of the vaccine and successful rollout provides hope that life may return to normal later in the year. After spiking to…
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By David Snowball Investors are interested in returns: the answer to the question, “how much are you going to make me?” Sophisticated investors are interested in how those returns are delivered. Over the current market cycle, Fidelity Blue Chip Growth (FBGRX) has returned 10.7%, among the best of all funds. AMG Yacktman Focus (YAFFX) trails it at 10.5% and costs a…
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By JEFF SCHLEGEL Some financial advisors are into portfolio management and prefer creating investment portfolios for their clients. Others aren’t. For advisors who’d rather outsource some or all of their investment management in order to focus on comprehensive financial planning, they can turn to model portfolios. And increasingly, they do. To use a trendy word,…
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