Join educated investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe
AVL Wealthcare Boats

Discover your wealth, well-lived.™

We are caring individuals with deep, uncommon commitment to each and every client relationship.

We are a collaborative team of wealth professionals with far-reaching financial know-how.

We are a familiar name. Like the families and businesses we serve, we’re no strangers to our community’s many challenges … and its endless blessings. We’re here for the long haul.

We are AVL WealthCare, serving business owners, professionals, philanthropists, retirees, retirement plan providers and others in the Mississippi Gulf Coast region and beyond.


Learning Center

Mutual Funds Lace Portfolios With Dividend ‘Juice’

  • August 22nd, 2016

It has long been known that many investors have a preference for cash dividends. From the perspective of classical financial theory, this behavior is an anomaly. The reason is that, in their 1961 paper, “Dividend Policy, Growth, and the Valuation of Shares,” Merton Miller and Franco Modigliani famously established that dividend policy should be irrelevant…

The Fading Benefits of Low Volatility Strategies

  • August 22nd, 2016

Low-volatility strategies have quickly become the darling of many investors, thanks largely to trauma caused by the bear market that arose from the 2008-2009 financial crisis combined with academic research showing that the low-volatility anomaly exists in equity markets around the globe. Earlier this week, we took a detailed look at a 2016 study from David Blitz,…

The Top 10 Places Your Next Dollar Should Go

  • August 22nd, 2016

There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep up with all the seemingly urgent invitations to part with it. Separating true financial priorities from flash impulses is an increasing challenge, even when you’re trying to do the right…

©2016 AVL WealthCare, LLC