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Active investment management’s weekly magazine for fee-based advisors

Triad Advisors’ Paul Walker

Volume 24 Issue 9

IN THIS WEEK’S ISSUE:

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‘Tradition’? Not in asset allocation

‘Tradition’? Not in asset allocation

Traditional asset allocation ignores its own historical return and risk characteristics—and the impact of real-world results on investor decision-making. A better option can be found by building portfolios using many different dynamically managed core...

Holiday retail sales look healthy—especially online

wo early holiday shopping trends appear to be emerging based on preliminary sales data, reports Reuters. While “Black Friday store traffic and sales data [are] not necessarily grim as consumers continue to...

Understanding ‘modern’ portfolio protection

Editor’s note: Larry McMillan, a noted options expert and frequent contributor to this publication, recently reissued an article first published on July 13, 2007. We believe the timing of the article—with a lengthy bull market in 2007 and now in 2019—underscores the...

A personal message to prospective clients

Sunny Wang • Santa Clara, CA Essence Wealth & Insurance Services am located in Silicon Valley, so it is not surprising that many of my clients are younger in age, work in the technology field, tend to be...

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