Pete Carmasino

In this video, Managing Director of PortfolioWise, Pete Carmasino, highlights how to compare two model portfolios using the PortfolioWise tools and methodology.

Online retail is here to stay and it is only going to get bigger. We have witnessed a total reset of how things will be for a while. In my opinion, retail outlets could turn into glorified warehouses that become a destination to pick up your order, and that is the best case. Otherwise, they …

Click & Order is Killing the Old Brick & Mortar Read More »

Online Everything – Work from home, delivery services, petcare, home goods etc.. Home Entertainment – Movies, Gaming, Social Media Biotechnology –  Online Stock Trading – capital markets Cleaning and Healthcare Products The virus is devastating to the economy in most of the world and yet there are bright spots to focus on as an advisor …

Top 5 Industries Gaining From Virus Fears and Work From Home Trend Read More »

This has been a trying time for everyone, and it is easy to give in to negative thoughts. They could be related to the markets, the current political and societal climates, the weighing concerns that you are doing the right things for your clients, your family and even yourself.  Advisor “WHY’S”  Finding your “WHY” has …

Staying Positive: What is Your Why? Read More »

The last 50-55 days have been a whirlwind. We’ve seen a lot of things that would normally upset the markets and yet the market continues higher. The Wall of worry continues to be scaled.  The markets got to  zones that our Chief Market Strategist Dan Russo called out on the down side and back on …

Where Were We? How Did We Get Here? (And Where Are We Now?) Read More »

What usually fits better: off the rack clothing or a tailored garment to your exact proportions?  Asset Allocation Models From Investment Companies Are the “Off-the-Rack” of Models As advisors, you wear so many hats in your firm, at times you may be so distracted that taking a pre-built model from a large investment company may …

Monitor Models from 3rd Party Investment Companies Read More »

Chemicals are in everything and are a necessity in nearly every product we consume. Since chemicals are at the early position in the supply chain, an uptick in this area could prove to be an interesting indicator for future growth of our economy. From cell phones to soap, there is a chemical compound that is …

This Leading Economic Indicator is first in the Supply Chain Line. Read More »

How do you know if you have the best ETF in your model?  As a follow-up to my Monday blog post on Modern Portfolio Theory, I wanted to show some ways to use PortfolioWise to help you act in the best interest of your client while actively managing an ETF portfolio. As an advisor, I …

Actively managing passive investments while acting in the Best Interest of your client Read More »

For many years, investors and advisors have struggled with the idea of buy and hold versus market timing. There have been many research pieces claiming Modern Portfolio Theory, MPT, to be dead. Alongside that research, there have been decades of marketing messages from several asset management firms referencing diversification strategies as being what works best*. …

Revisiting Modern Portfolio Theory: Was it meant to guide investors to be invested through every type of market condition? Read More »

There isn’t a one-size-fits-all approach to investing. For financial advisors looking to help steer their clients who are in, or close to retirement through stock market volatility, strategy in the decumulation phase is key.  Having spent a few decades managing client money, I often used a method called the “bucket strategy” which is a form …

This income strategy can help financial advisors steer clients through multiple stock market environments. Read More »