How Magnifi Answers Common Investment Management Questions
For investment firms, a robust client list means success in many ways. Your firm has put in the work, stood by its commitment to diligently managing client portfolios, and continually prioritizes helping clients achieve their investment goals no matter the market.
Discovery
As a financial advisor, your job is to get specific when it comes to knowing each client’s financial goals and where to put each client’s money in order to achieve those goals. After all, if individual investors had your nuanced expertise and arsenal of investing tools, why would they entrust their wealth to an advisor?
Fiduciary Risk and Magnifi’s New Fi360 Scoring
Advisors know that private wealth management is an increasingly competitive market. And while all advisors in the field should act as responsible fiduciaries by minimizing fiduciary risk, not all do.
As an advisor, this leaves you with two challenges. First, minimizing fiduciary risk in all portfolios, and second, demonstrating this minimized risk to clients and prospective clients. While that might sound daunting, with the right technology, it’s entirely possible.
Read more
Build Client Portfolios the Easy Way
Great news… your firm has landed new clients and is growing fast. The papers are signed, the money is in place, and now, all that you need to do is seamlessly deliver flawless, individualized portfolios for each of them that can weather the current tumultuous economy. No problem, right? If you have the right technology, it’s no problem at all.
Read more
What Investors Need to Know About Buffer ETFs
Exchange-traded funds, or ETFs, are a type of investment vehicle that offer access to different themes and industries, and they’re one of the most popular asset classes available today. In 2019, ETF inflows totaled $326 billion, and that figure has already been surpassed as of September 2020. In fact, ETF inflows right now are only $144 billion short of 2017's record $476.1 billion.
Read more
An Investors Guide to Yield
The greater the risk, the greater the reward, as the old adage goes. When it comes to yield funds, that’s mostly true. High-yield assets are for investors looking to make income from buying and holding their investments. While investor taste for risk has mostly declined with the market’s volatility, high-yield funds remain an option for those investors steadfast enough to weather the market swings.
Read more
Defensive Investing in a Pandemic
None of us have ever lived through anything like this before. The COVID-19 pandemic has touched every corner of the globe, sickening nearly 45 million and killing more than a million worldwide. It truly is the defining story of our time and a great human tragedy.
Yet, as we all work to protect those most at risk and get through this together, savvy investors are finding novel ways to, not profit off the pandemic, but uncover new opportunities as a result of COVID-19. This is being driven by everything from increased spending on sweatpants and leisure wear, to reduced gasoline sales as commutes faded into memory, to new opportunities for the grocery sector thanks to at-home food prep. These trends and others have formed the foundation of new defensive investment plays.Read more
FINSUM + Magnifi: The Best Funds for the Election
(October 2020)
Investors have a great deal of consternation about the election. Not only does the outcome offer two very different realities, but the odds of a hotly contested election are high, with a potentially brutal effect on market prices because of the long period of uncertainty that would ensue. With that in mind, here are some ideas for how to play the election. In a Democratic sweep, where higher taxes seem likely, big stocks might face some headwinds. However, consumers would probably receive some extra stimulus, which means spending would be better. In this scenario, look at McDonalds, Target, Dollar General, and Nike. If the election is split, with a Democratic president and a split Congress, that would likely mean a slower recovery and less spending, so think about Walmart, Dollar Tree, and Home Depot. Finally, in a Republican sweep, most things would stay the same as now, and Best Buy, Walmart, Dollar General, and LuluLemon could do well.
Everything Investors Need to Know About Actively Managed ETFs
Over the past 20 years, ETFs have become an increasingly popular alternative to traditional mutual funds. They’re easy to access, trade like stocks and available to all investors no matter how much they want to invest at any one time. And, while passively managed ETFs have become increasingly popular as an investment tool, there’s more to the ETF asset class than just passive funds.
ETFs simply aren’t one-size-fits-all.
How to Build Client Portfolios in a Time of Uncertainty
One by one over the years you met new clients, shook their hands, and they entrusted your firm with their investments. Slowly, word got around and your portfolio grew. In January of 2020, before the world was upended by the COVID-19 pandemic, years of progress and growth seemed like the norm.
All was well.