Tag: core-satellite

How ETFs fit into a core-satellite investing approach

How ETFs fit into a core-satellite investing approach

Don’t be too concerned if the term “core-satellite investment strategy” is new to you.  They are new to many investors who are still relying on...
How Your Financial Advisor Will Build a Custom Core-Satellite Plan for You

How Your Financial Advisor Will Build a Custom Core-Satellite Plan for You

A core-satellite investment plan is a method of managing your investments around two main components. The core consists of a passively managed portfolio that tracks...
Long-Term Financial Planning and the Core-Satellite Model

Long-Term Financial Planning and the Core-Satellite Model

The best partnerships thrive on support, mutual growth, and moving ahead as one. Long-term financial planning and core-satellite investing can work together as a team...
3 Ways Core Satellite Helps To Manage Your Investment Risk

3 Ways Core Satellite Helps To Manage Your Investment Risk

One of the primary ways a San Antonio wealth advisor can benefit you is to manage your investments with an objective of maximizing return and...
Risks and Benefits of a Core-Satellite Portfolio

Risks and Benefits of a Core-Satellite Portfolio

Before making an informed investment decision, weighing the pros and cons is wise, and a core-satellite portfolio is no exception. For many high-net-worth investors, the...
Is Core-Satellite Investing Right For You?

Is Core-Satellite Investing Right For You?

Asset allocation has been proven to be one of the key determinants of portfolio performance. One of the potential methods of asset allocation is known...

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