Jeremy Siegel

Tax-Smart WisdomTree Model Portfolio Technology Launches

Retrieved on: 
Tuesday, February 16, 2021
Exchange-traded funds, WisdomTree Investments, Jeremy Siegel, Finance, Investment

With the needs of the 2021 investor at the forefront, WisdomTrees model portfolios combined with 55ips technology enable advisors to transition clients into diversified WisdomTree model portfolios while managing capital gains.

Key Points: 
  • With the needs of the 2021 investor at the forefront, WisdomTrees model portfolios combined with 55ips technology enable advisors to transition clients into diversified WisdomTree model portfolios while managing capital gains.
  • Through the 55ip integration, advisors and their clients can access:
    ActiveTax Technology, including tax-smart transition, management (including tax-loss harvesting), and withdrawals combined with WisdomTree model portfolios through the advisor-friendly 55ip solution.
  • Based on the clients portfolio, the solution generates a tax-smart plan to transition the assets to the new model portfolio over time.
  • Jeremy Siegel serves as Senior Investment Strategy Advisor to WisdomTree Investments, Inc., and its subsidiary, WisdomTree Asset Management, Inc. (WTAM or WisdomTree).

Virtual is the Theme for 2020 at The Investment Center, Inc.

Retrieved on: 
Monday, August 3, 2020
Finance, Brokerage firms, Jeremy Siegel, Investment, Broker-dealer, Economics

The inaugural TIC Virtual Summit kicked off with an economic update from the renowned economist and Professor of Finance at the Wharton School, Jeremy Siegel.

Key Points: 
  • The inaugural TIC Virtual Summit kicked off with an economic update from the renowned economist and Professor of Finance at the Wharton School, Jeremy Siegel.
  • The Investment Center has held seven TIC Talk sessions with Home Office staff members so far since April.
  • Lookingat the remainder of 2020, the firm is planning to host a second Virtual Summit in October and continue the TIC Talk series.
  • Established in 1986, The Investment Center, Inc. is an independent broker-dealer with over $8.6 billion in assets under management.

WisdomTree and Professor Jeremy Siegel of The Wharton School Collaborate to Launch Model Portfolios Designed to Challenge Traditional 60/40 Portfolio Approach

Retrieved on: 
Thursday, January 30, 2020
Jeremy Siegel, Exchange-traded funds, Stocks for the Long Run, WisdomTree Investments, Finance, Economy

Tom Skrobe, WisdomTree Head of Product Solutions, said: Investors have been subscribing to Professor Siegels tried-and-tested approach to investing for decades.

Key Points: 
  • Tom Skrobe, WisdomTree Head of Product Solutions, said: Investors have been subscribing to Professor Siegels tried-and-tested approach to investing for decades.
  • The collaboration with Professor Siegel brings a unique solution to advisors who are trying to balance the current income needs with the longevity risk of their clients.
  • Professor Jeremy Siegels most widely read work, Stocks for the Long Run, provided investors with a new paradigm for investing and building wealth in the 21st century.
  • Today, WisdomTree and Professor Siegel have come together to apply these principles to these Siegel-WisdomTree Model Portfolios that advisors can offer to clients.