<b>The Takeaway:</b> Sell in May not so simple after all

Portfolio

Sell in May: Not so simple… (can’t anything ever be?) (Rick Ferri)

Merrill Wealth Management: Here’s what to do with your bond portfolio. (The Reformed Broker)

The price of the Bitcoin has just doubled again; brace for panicked calls from clients about how they’re missing out. (ValueWalk)

Rebalancing is rarely about just how much money you can make – it’s also about risk management. (The Capital Spectator)

The Biz

High net worth investor’s not particularly concerned with socially responsible investing. (Millionaire Corner)

How advisers are forcing mutual fund wholesalers to lead or get out of the way. (RIA Biz)

Five traits of highly successful advisers (not on the list: being good at billiards). (Financial Social Media)

Morgan Stanley could probably do a bit better on background checks. (Dealbreaker)

Outliers

Because you were clamoring for it: The SeaWorld IPO is on the way. (DealBook)

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Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

Related Topics: Asset Allocation