The 2019 Trends in Investing Survey

The 2019 Trends in Investing Survey

Business performance analysis

At Yeske Buie, we believe in taking an evidence-based approach in every aspect of our work. One of the ways we live into this belief is by always seeking out the best available science to ensure that we are providing the best possible service to our Clients. In this vein, we share the results of the 2019 Trends in Investing Survey conducted by the Journal of Financial Planning and the FPA Research and Practice InstituteTM. Below are few thoughts from Dr. Dave Yeske on this year’s survey results.

Per an article in Financial Advisor Magazine, “For the fifth year in a row, ETFs are ‘all the rage’ among financial advisors, with 88 percent of advisors saying they are currently using or recommending ETFs for their clients.” Dave’s take on this trend is:

The continued dominance of ETFs in advisor portfolios—a category largely composed of index funds—suggests a significant focus on passive investing approaches among advisors,” said Dave Yeske, managing director of Yeske Buie and practitioner editor of the Journal of Financial Planning. “This focus on passive investing leaves advisors with more time and energy to focus on high-value financial planning activities such as tax, retirement, education and insurance planning.”

The survey also showed that, “virtually no advisers surveyed (less than 1 percent) are currently using or recommending cryptocurrencies in client portfolios.” To this point, Dave says:

“Clearly the collapse of Bitcoin and the prominent failures of several coin exchanges have taken the air out of what [many advisors] identified from the beginning as pure speculation,” Yeske said.

For the full report from the 2019 Trends in Investing Survey, visit the Financial Planning Association’s website here.

And for more thoughts from industry professionals like Dr. Dave, check out Karen Demasters’ article in Financial Advisor Magazine titled ETFs Continue to Gain on Other Investment Options.