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In today’s investing landscape, we’re seeing financial advisors navigate several key trends in how they deliver portfolios to their clients. One major decision they face is whether to outsource or use a third-party manager for their investment process and the portfolios they offer to their clients. Tom Skrobe and Kara Dombroski discuss the benefits of outsourcing and how WisdomTree can help.
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In today’s new rate regime, yield levels not seen in roughly 15 years offer a wide range of opportunities for fixed income investors. Behnood Noei and Andrew Okrongly highlight how our fixed income Model Portfolios are positioned for the current market environment.
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Two years ago, we teamed up with Adhesion with the goal of making advisors more efficient, helping them grow and providing them with a more scalable investment solution to deliver to their clients. Tom Skrobe explores the benefits of the Portfolio Solutions program and how our advisory clients have leveraged these services to their advantage.
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When it comes to managing goals for retirement, perhaps the most imperative decision investors will make is how they structure their retirement portfolio from a top-down asset class allocation perspective. Joe Tenaglia and Andrew Okrongly highlight the benefits of the Siegel-WisdomTree Longevity Model Portfolio.
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In 2019, we launched the Siegel-WisdomTree Model Portfolios in collaboration with Professor Jeremy Siegel. Learn more about how these Model Portfolios offer a fresh approach for advisors seeking to balance current income needs with longevity risk management.
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Fixed income has regained its historical role within portfolios—generating risk-controlled yield and acting as a hedge to equity beta risk. Scott Welch and Kevin Flanagan survey the current market environment and outline how bond investors can generate yield.
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