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Sanitas

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  1. When to Say No

    A well-designed financial plan can get derailed by the wrong investment. Here are seven things investors can probably do without.

  2. Selecting an ETF Managed Portfolio - Part Two: Strategy Selection and Use in a Portfolio

    Defining the needs of a client portfolio is crucial to selecting an appropriate strategy. 

  3. Investing’s No-Brainers Have Costs

    Every investing decision comes with a potentially pricey trade-off.

  4. Reasons for Optimism

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  5. Vital New Year’s Resolutions

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  6. MLP ETFs and ETNs: High Income, But Beware of Fine Print

    Exchange-traded products give investors broad access to this desirable asset class, but resulting structural complications require close examination.

  7. A Slippery Year for Excess Returns

    ©2012 Research Affiliates, LLC. The material contained in this document is for general information purposes only. It relates only to a hypothetical model of past performance of the Fundamental Index® strategy itself, and not to any asset management products based on this index. No allowance has ...

  8. Looking Good in Print: Do-It-Yourself Layout and Document Design

    Seven essential steps to take to look good in today's high-tech world.

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