Dave Donnelly

Displaying 2 results
YOUR PRACTICE PRACTICE MANAGEMENT JUN 05, 2018
A smarter way to rebalance

A buy-write strategy lets clients get a portfolio's allocation back in line without facing a big tax bill.

INVESTING EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios