This adviser loves stocks, hates bonds

Creative Financial Design's Theodore Feight shares his portfolio
SEP 08, 2014
It's one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you're managing your own portfolio. With that in mind, InvestmentNews is kicking off a new feature called My Portfolio, which takes a close look at how financial advisers allocate their personal assets. We are looking for volunteers to help us illustrate the myriad ways one can and will navigate the current economic environment, while investing for the long term. Interested? Email Jeff Benjamin or Trevor Hunnicutt.

Latest News

Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street
Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street

Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients

House panel unanimously advances advisor compensation reform bill
House panel unanimously advances advisor compensation reform bill

A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.

Vanilla, WealthFeed land new RIA partnerships
Vanilla, WealthFeed land new RIA partnerships

Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.

As Trump Accounts prep for July 4 launch, Franklin Templeton plans $1,000 match
As Trump Accounts prep for July 4 launch, Franklin Templeton plans $1,000 match

“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson

Savant Wealth Management enters Maine with latest acquisition
Savant Wealth Management enters Maine with latest acquisition

Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.