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Wealthnet Articles

Playing Defense in this Market

Playing Defense in this Market By Louis Llanes | November 5, 2018 There’s been a lot of volatility in the market recently, which makes it a great time to take a look at defensive plays. By Louis B Llanes, CFA CMT Founder, Wealthnet Investments, LLC  We’ve seen the markets come down pretty hard lately and…

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Tolerate the Turbulence?

Should investors look beyond this moment and stay focused on your long-term objectives?  Volatility will always be around on Wall Street, and as you invest for the long term, should you just learn to tolerate it? Rocky moments, fortunately, are not the norm. How Far Can This Pullback Go? Since the end of World War…

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The Hidden Costs of Investing in Index Funds & ETFs

  The Hidden Costs of Investing in Index Funds & ETFs By Louis Llanes | October 25, 2018 Today’s topic covers the confusion around the costs of owning various types of investments. By Louis B Llanes, CFA CMT Founder, Wealthnet Investments, LLC    There’s a lot of confusion surrounding the costs of owning various types…

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Enhance Performance with Risk Control

Risk management is the most important task of a money manager.  You’re probably aware of last week’s a selloff in the stock market. I think this type of market action motivates people to look at their portfolios.  I say, at all times, it’s important to look at your day-to-day performance so that you are prepared…

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Which Strategy Wins the Performance Game – Value or Momentum?

Which Strategy Wins the Performance Game – Value or Momentum? By Louis Llanes | October 1, 2018 Today we’re looking at the concept of bar belling momentum and value strategies. I’ve been reviewing some of what I would consider to be important white papers that were written on various topics regarding how to invest in…

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Can High Turnover Improve Returns?

Can High Turnover Improve Returns? By Louis Llanes | October 5, 2018 When a portfolio manager is trading often and turning over the portfolio many times in a year, investment returns are reduced due to costs of trading. By Louis B Llanes, CFA CMT Founder, Wealthnet Investments, LLC When a portfolio manager is trading often…

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