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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

How Return Stacking Can Help Investors Avoid Line-Item Risk

One of the biggest behavioral challenges in investing is the tendency for investors to focus on individual holdings rather than evaluating their portfolio as a whole. This phenomenon, known as line-item bias, can lead to premature selling of diversifying investments simply because they underperform traditional stock and bond allocations in certain periods.