Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Passive vs. Active...vs. Proactive

By Mike McDaniel, Chief Investment Officer Despite the stock market being ‘flat’ through the middle of October 2014, many actively managed mutual funds are announcing significant capital gain distributions for 2014. Here are examples from American Funds, Ivy Funds, Franklin Templeton and Blackrock. Meanwhile, passive advisors who didn’t make…


Choosing the Right SMA to Fit Your Client's Risk Tolerance

One LPL advisor in New York is using Riskalyze to determine which “separately managed account” product is the right fit for his clients and prospects. He uses the Cougar Global Investments SMAs on the LPL Model Wealth Portfolio platform. There are four SMA products: Cougar 6, Cougar 8, Cougar 10…