solutions that work

For investors that remain committed to active management, finding consistently top performing managers can be challenging. One problem is, to paraphrase the common disclaimer clause, past performance does not seem to be a reliable indicator of future results. Recently released data from S&P appears to bear out this statement. The S&P Persistence Scorecard tracks the degree

Phoenix Marketing International (PMI) just released its Wealth & Affluent Monitor’s Investment Outlook findings for June. It shows the percentages of investors in the mass affluent and HNW market segments that say they plan either to increase their investments, decrease them or stand pat in the following three months.  Given the dramatic spike in market volatility and

Yes, there’s a day for almost everything. Today, June 30th, is Social Media Day, so Happy Social Media Day everyone. While to most of us, particularly those who are younger, it seems like social media has been around forever, it’s fun to note that the first site to reach over 1 million users (seems like

Those watching cable news recently may have noticed a spate of new TV ads from Edelman Financial Engines. This is an extension of a national campaign started last February and features clips from the radio show of the company’s namesake Ric Edelman. Edelman co-founded Edelman Financial 30 years ago with his wife and has been

Periods of market volatility often represent an optimal time for advisors to work with their clients to rebalance their portfolios. Rebalancing serves multiple purposes. Rebalancing puts investors’ asset allocation strategies back in line with their risk profile and the goals that they are trying to achieve. If equity markets are down, then allocations to fixed

Pricemetrix, a McKinsey company, recently released its 9th Annual The state of North American retail wealth management report. The findings suggest some important trends related to fee levels and revenue generation among advisors in the latter half of the decade. First, the longer-term slow decline in advisory fees appears to have bottomed out. As the table below shows,

In recent years, the use of private equity (PE) as part of an asset allocation strategy has increased substantially. Investors have come to recognize the advantages of this class of alternatives both as a source of added returns and as a portfolio diversifier. The opportunity set in PE is also growing while the relative number

All of us at Optima Group have been moved and saddened watching the tragic news about George Floyd, Breonna Taylor and Ahmaud Arbery. While much has been written about these killings and the continuation of the racial injustice and inequality that exists in our country, change takes action. Here are some things we can all