WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 13, 2018

EQUITIES

Retail Investors Bought the Dip Last Week

Apex Clearing said it saw an 84 percent increase in net buying in robo advisor and self-directed accounts combined following the Feb. 5 crash.

FULL ARTICLE

 

RETIREMENT PLANNING

Smart Beta Gaining Traction in DC Plans

Interest is growing, but it’s still “very early days.”

FULL ARTICLE

HIGH NET WORTH

An Important Lesson for All Investors: Keep It Simple

Simple portfolios consistently outperform, especially after all fees and realistic return and risk calculations.

FULL ARTICLE