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MyAdvisor · Investment Tactics
BBAE MyAdvisor Q1 2024 Report Card: Smart Beta Portfolios Outperform Benchmarks
As we close out the first quarter of 2024, BBAE’s MyAdvisor is proud to present our Q1 report card, highlighting the performance of our MarketGrader smart beta portfolios. Our cutting-edge digital wealth management platform has continued to deliver strong returns for our investors, outpacing traditional market benchmarks.
Barry Freeman · April 11, 2024 · 5 min read
MyAdvisor · Investment Tactics
New Year’s Resolutions for 2024
New Year’s Resolutions for 2024 Welcome to 2024, a new year full of fresh possibilities. If you’re like many of us at BBAE, you’ve probably made a list of resolutions, and I bet “…
Barry Freeman · January 15, 2024 · 2 min read
MyAdvisor · Investment Tactics
“Have Your Cake and Eat It Too”
“Have Your Cake and Eat It Too” – In the world of investing, it’s rare to strike a perfect balance between dependable income and the excitement of market growth. But that’s exactly what I’ve been exploring with our BBAE MarketGrader Growth and Income Portfolio.
Barry Freeman · December 15, 2023 · 4 min read
MyAdvisor · Investment Tactics
The BBAE MarketGrader Core Portfolio: Index Investing, Amplified
Ah, index investing. It’s like the trusty minivan of the financial world. Steady, reliable, and doesn’t burn a hole in your wallet. It’s a big hit among the investing crowd, including the Oracle of Omaha, Warren Buffett himself. But wouldn’t it be nice to trade that minivan for a sportier model that still offers plenty of room for passengers, doesn’t guzzle gas, and packs a punchier performance?
Barry Freeman · November 21, 2023 · 3 min read
MyAdvisor · Investment Tactics
What’s Right and Wrong About Smart Beta
According to BSD Investing, 46% of ETF inflows in 2022 went into smart beta ETFs – almost half the new ETF money. Smart beta has fans. It also has detractors. Like Nobel Laureate…
James Early · November 15, 2023 · 7 min read
MyAdvisor · Investment Tactics
Smarter Smart Beta Through BBAE and MarketGrader
Smart beta is attracting smart capital. Here’s why BBAE believes its exclusive MarketGrader smart beta strategies are tops.
James Early · November 13, 2023 · 6 min read

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