BBAE Blog

MyAdvisor

BBAE MyAdvisor: Unlock the power of Smart Beta investing with our innovative partnership with MarketGrader. Harness data-driven strategies for superior risk-adjusted returns. Lower risk, higher returns, transparency, and a proven track record make Smart Beta portfolios an ideal choice in today's evolving investment landscape.

Don't miss the next article!

Subscribe to the BBAE Blog!

15/15

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
MyAdvisor · Investment Tactics
Smart Beta Made Simple: BBAE and MarketGrader Introduce Automated Portfolios
We are thrilled to announce an exciting partnership between BBAE and MarketGrader, a pioneer in smart beta indexes. This collaboration brings together the expertise of two industry leaders to introduce a suite of model portfolios of U.S. stocks. MarketGrader’s Smart Beta Model Portfolios are specifically designed to deliver superior risk-adjusted returns by identifying and owning the highest quality companies in the U.S. market.
Barry Freeman · October 21, 2023 · 3 min read

MyAdvisor

New Year’s Resolutions for 2024

“Have Your Cake and Eat It Too”

The BBAE MarketGrader Core Portfolio: Index Investing, Amplified

What’s Right and Wrong About Smart Beta

Smarter Smart Beta Through BBAE and MarketGrader

Smart Beta Made Simple: BBAE and MarketGrader Introduce Automated Portfolios