Vanguard is known for its indexing prowess, but financial advisor Dan Wiener makes extensive use of the company’s actively managed portfolios.
Tagged: ADVISOR PROFILE
Financial Advisor Spuds Powell focuses on preserving clients’ wealth; to do so he likes short-term bonds, master limited partnerships, and blue-chip stocks.
Financial Advisor Dick Burridge is finding attractive opportunities in foreign stocks, including Japanese micro caps, and avoiding bonds.
David Lees, senior partner at myCIO Wealth, aligns his interests with his clients by putting his own savings into what he recommends.
Financial Advisor Andy Berg is not finding many opportunities in stocks and government bonds, so he is looking elsewhere.
Merrill Lynch’s Peter Rohr explains how he uses ETFs to efficiently AND EFFECTIVELY MANAGE an asset allocation plan.
Barron’s Top Financial Advisor John Barrett tells Jack Otter where he’s putting his clients’ money now, and why it’s too early to get back into emerging markets.
Geri Pell, a Barron’s Top Advisor with Ameriprise, on what to do with equity, bond and alternative positions in anticipation of a market pullback.
Financial advisor Christiane Olsen is keeping some dry powder in case the market turns south, but is finding opportunities in energy infrastructure and unloved municipal bonds.
As Michigan’s fortunes declined, Financial advisor Sherri Stephens and her clients took a defensive stance that has served them well in all markets.