AdvisorToClient
Action Idea Archive

Action Idea – Buybacks vs. Dividends

Prepare an explanation for your client that highlights the difference between the two ways companies can return cash to investors.

Action Idea – The stability of private real estate investment pools

Have a client invested in REITs?

Action Idea – The search for uncorrelated assets

Have a client who is worried about market volatility? Try this tip.

Action Idea – The search for uncorrelated assets

Analyze your client’s portfolio by considering sector correlation with the benchmark.

Action Idea – Prepare for interest rate risk

Have a client considering a mortgage? Try this tip.

Action Idea – Interest rates and REITs

Have a client concerned about rising interest rates and how they affect his investments? Try this tip.

Action Idea – Rebalancing to a fixed asset mix can be dangerous

Have a client who’s fixated on a fixed asset-mix strategy? Try this tip.

Action Idea – Have a client with a low risk profile?

Have a client with a low risk profile? Try this tip.

Action Idea – Activist mutual funds

If your client needs mutual fund recommendations, research activist mutual funds and present possible funds to your client. Ensure the funds work for your client’s portfolio.

Action Idea – Use hedge funds to profit from M&A

Have a conservative client interested in hedge funds but doesn’t know where to start? Try this tip.