Business

ICON Energy Fund – Danger Zone?

ICON Energy Fund – Danger Zone?

Year-to-date the Energy sector is down nearly 9% while the S&P 500 is up 5%. This performance makes the Energy sector the worst performing sector in 2017, as measured by the State Street Select Sector SPDRs. Investors searching for value […]

Evaluating True Diversifiers – Longboard Funds

Evaluating True Diversifiers – Longboard Funds

All true diversifiers are alternatives, but not all alternatives are true diversifiers. So, we did some research to help investors identify what really belongs in their alternatives allocation. As a result, we’re offering a clear definition of true diversifiers as […]

Time Segmentation As The Compromise Solution For Retirement Income

Time Segmentation As The Compromise Solution For Retirement Income

The Financial Planning Association (FPA) divides retirement income strategies into three categories: systematic withdrawals, time-based segmentation and essential-versus-discretionary income. Time-based segmentation provides a middle ground between the two extremes represented by systematic withdrawals (relying on a total-return investment portfolio for […]