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“Advisors should consider using new tools to manage correlation extremes to improve diversification in client accounts and portfolios.”

Diversification isn’t to blame for portfolio breakdowns: Don’t just blame bonds, it’s faulty modeling. Much has been made of how the traditional 60/40 portfolio has failed. But what is interesting is the contortions the industry has made to blame the lack of diversification performance on the need for greater asset class diversity, active manager failure,…

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EAB Investment Group’s Managed Risk Domestic Equity Fund Designated Five Stars by Morningstar

Morningstar rating as of February 29, 2020. Based on total return. Category: Options-based of 114 funds. During global uncertainty managing asset allocation and downside risk with a defensive approach seeks to create value for investors PHILADEPHIA, PA, March XX, 2020 – EAB Investment Group, a SEC Registered Investment Advisor providing a series of proprietary alpha…

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Getting What You Paid For: High capture ratio funds

By David Snowball Investors are interested in returns: the answer to the question, “how much are you going to make me?” Sophisticated investors are interested in how those returns are delivered. Over the current market cycle, Fidelity Blue Chip Growth (FBGRX) has returned 10.7%, among the best of all funds. AMG Yacktman Focus (YAFFX) trails it at 10.5% and costs a…

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Model Portfolios As A Viable Option

By JEFF SCHLEGEL Some financial advisors are into portfolio management and prefer creating investment portfolios for their clients. Others aren’t. For advisors who’d rather outsource some or all of their investment management in order to focus on comprehensive financial planning, they can turn to model portfolios. And increasingly, they do. To use a trendy word,…

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