May 21, 20203Comments

Bank on the Best

This best-in-class bank has the balance sheet to survive the COVID-driven economic crisis and is positioned to expand its market share as the economy recovers.

by Matt Shuler, Investment Analyst II

May 14, 20200Comments

Featured Stocks in May’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.

by Matt Shuler, Investment Analyst II

December 5, 20190Comments

Featured Stock in November’s Dividend Growth Model Portfolio

Nine new stocks made our Dividend Growth Stocks Model Portfolio this month. Get a free look at one of the stocks in the most recent portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

September 9, 20192Comments

Free Cash Flow and FCF Yield

As with all things in life, building a solid investment strategy around Free Cash Flow (FCF) is not as simple as it may seem. Here are 3 rules to follow.

by Sam McBride

July 31, 20190Comments

Find Attractive Stocks in this Undervalued Industry

The market underestimates the barriers to entry in this industry, and as a result, valuations for many of the companies imply profits will permanently decline.

by Sam McBride

August 1, 20180Comments

CEO’s That Focus on ROIC Outperform

Greater emphasis on ROIC among executives should increase the efficiency of the capital markets and create opportunities for investors to benefit from improved corporate governance.

by Sam McBride

July 3, 20180Comments

Featured Stocks in June’s Dividend Growth Model Portfolio

Get a look at last month’s top performers and a featured stock from June’s Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

April 30, 20180Comments

Danger Zone: Investors Who Trust Wall Street

It’s no secret that Wall Street research is conflicted due to the hundreds of millions of dollars it earns from underwriting debt and stock offerings.

by Kyle Guske II, Senior Investment Analyst, MBA

January 26, 20181Comments

AI Has a Big (Data) Problem (3 of 5)

We are awash in an ocean of data that grows bigger by the second. And it’s a complete and utter mess.

by Sam McBride

January 22, 20180Comments

Opening the Black Box: Why AI Needs to Be Transparent (2 of 5)

As long as AI stays a black box, many will be hesitant to trust it. When it comes to handling people’s money, this lack of trust becomes even more pronounced.

by Sam McBride

December 14, 20170Comments

How the Fiduciary Rule Can Make You Money

With full implementation scheduled for July 2019, figuring out how to deal with the fiduciary rule is the top priority for many firms and advisors. Here’s how you turn this regulatory bombshell to your advantage.

by Sam McBride

November 8, 20170Comments

Betting on the Future of Wealth Management

This wealth management business delivers consistent profitability and has invested in technology to fuel significant growth.

by Sam McBride

October 5, 20171Comments

Big Banks Will Win the Fintech Revolution

Large incumbent financial firms will continue to control the bulk of the value in the industry, but the structure of the value chain and the way these firms compete will change drastically.

by Sam McBride

September 18, 20170Comments

Taking GAAP Earnings at Face Value Puts Investors at Risk

The more investors understand about how GAAP net income omits valuable information, the better equipped they are to find truly hidden gems, or those companies with growing economic earnings and undervalued stock prices.

by Kyle Guske II, Senior Investment Analyst, MBA

June 2, 20170Comments

WealthManagement.com Names New Constructs As 2017 Industry Awards Finalist

New Constructs is a finalist for WealthManagement.com’s 2017 Industry Awards in the “Technology Providers; Compliance” category.

by Kyle Guske II, Senior Investment Analyst, MBA

April 11, 20170Comments

Fiduciary Rule Delayed, But Its Impact Remains

Despite over 92% of the 193,000 comment letters opposing delay, the Department of Labor’s Fiduciary Rule has been officially delayed until June 9. No matter the legalities, investor awareness is higher.

by Kyle Guske II, Senior Investment Analyst, MBA

February 27, 20170Comments

Fiduciary Duty Can’t Be Killed

Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”

by Sam McBride

January 16, 20170Comments

The Truth Behind The Push To Delay The Fiduciary Rule

The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.

by Kyle Guske II, Senior Investment Analyst, MBA

December 5, 20160Comments

Danger Zone: Advisers Who Don’t Fulfill Fiduciary Duties

Clients are more educated than ever. There is more transparency into advisory practices than ever. It’s going to be awfully hard for advisors to win new business if they cannot tell clients they will act in the clients’ best interests.

by Kyle Guske II, Senior Investment Analyst, MBA

November 29, 20160Comments

There’s No Getting Out Of Fiduciary Duties

We think investors’ expectation for the fiduciary standard is here to stay no matter what the official rules say -- and those investors will increasingly demand that their advisers apply to their non-retirement accounts too.

by Sam McBride

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