Below are our latest blog posts for the week of April 27th.  Click on the links below to view the full article.

The search for income has many investors looking for yield outside of the confines of the typical ETFs you find here at home. After all, there is a broad universe of potentially undervalued securities in many overseas countries along with attractive fundamentals in place to drive prices higher.

Published on Marketwatch.com

Investors that take a natural interest in the art of investing prefer to dedicate their time to being well-informed of new cutting edge investment themes, emerging trends, and economic prospects. But what about the retirement investor that doesn’t have the predisposition for spending hours in front of a computer screen, researching and debating these important issues?

About 8 months ago, Blackrock announced it would be shutting down its line of target date ETFs.  Now, Deutsche Asset & Wealth Management has declared it is pulling the plug on the last lineup of target date ETFs available to U.S. investors.

I say – good riddance.

Published on NASDAQ.com

Technology stocks have long been considered high growth businesses with a persistent drive to expand their products and services.  Nevertheless, it’s important to remember that being in the right place at the right time is critical to success in this sector.  We have seen a strong momentum divergence in three key areas of the technology sphere this year that have capitalized on fresh consumer-driven trends.

A prospective client of our firm recently asked how we differ from his current relationship with an advisory program at a well-known discount broker. He stated that he is paying 0.70% in annual management fees and has been unimpressed with the portfolio makeup in his and his wife’s IRAs.

Frankly, we are accustomed to reviewing portfolios from the wealth management arms of discount brokers. These services have been around for decades and have cherry picked from the pool of self-directed accounts on their platforms.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

Learn more about our new client onboarding process.  Our client accounts are custodied at TD Ameritrade and we do all the work of account setup, transfer, and service for you.  It’s never been easier to get started working with a fee-only investment adviser today.