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April 26, 2018

Our tax-smart investment strategies seek to take control of capital gain taxes and minimize them.

April 5, 2018

There has been a decent amount of commentary in regards to the commoditization of the component investment services (asset allocation, financial planning, and investment management).  However, greater attention should be directed toward what may be a simpler more commo...

March 26, 2018

Recently there has been significant change to trade, tax and regulatory policy. On the surface each of these may seem like a big deal. I’d argue that as it relates to the U.S. economy with a GDP over $18 trillion per year, for the average person it really isn’t all...

March 20, 2018

If you can take control of the underlying investments by having them held directly in your name you should as technology has and continues to wipe out the advantages historically provided by pooled vehicles.

March 16, 2018

Risk can be defined and measured in many ways.  At WealthFactor when building portfolios for Wealth Management clients we believe the focus should be on minimizing the probability of failing to achieve ones goals or objectives.  The investment world’s focus for risk is...

March 1, 2018

An analysis of utilizing Factor-based investing as an alternative to market cap weightings.

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