Wealth Management Daily Memo

DECEMBER 28, 2018

Stop the Reinvestment Insanity

Kevin McKinley

It might be better to take the cash from mutual fund distributions.

Alternative Investments

Broader ESG Lessons from Embracing Islamic Finance

Naushad Virji

Naushad Virji of ShariaPortfolio lays out what advisors need to consider to win clients with specific needs.

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Resilience, Not Reliance

Sponsored by VanEck

The October sell-off, particularly in tech stocks, helps demonstrate why Morningstar focuses on valuations.

Markets

"Completely Bizarre" Stock Moves Leave Traders Scratching Heads

Abhishek Vishnoi, Min Jeong Lee and Matthew Burgess (Bloomberg)

These are not usual times, especially for this time of year.

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Going Independent as a Hybrid RIA

Sponsored by Schwab Advisor Services

Hybrid RIAs can maintain both a brokerage and advisory business - giving them the opportunity to create the future they imagine for themselves and their clients.

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