by Linda Ferentchak | Dec 5, 2018 | UpClose
One of the most seductive words in investing is “because.” If one understands the “because,” many investors believe, then the answer to “what happens next” is assumed to be within reach. Ideally, a logical pattern emerges that indicates future price...
by Jerry Wagner | Nov 28, 2018 | UpClose
Proactive, tactical investing requires the ability to move from one asset class to another, seeking the right asset class at the right time. This is very different from the passivity of traditional strategic asset allocation, where there is always a...
by David Wismer | Nov 14, 2018 | UpClose
Financial advisors need to be more relevant than ever in the lives of their clients, know who they serve and why, and design a total solution to meet client needs. Understanding the current “framing” of your practice by clients is an important first...
by Richard Lehman | Nov 7, 2018 | UpClose
There’s more to using alternative investments than analyzing correlations and volatility. For financial advisors and their clients, sizing up perceptions and expectations of this growing investment category is a critical first step. Once the exclusive...
by David Wismer | Oct 31, 2018 | UpClose
Several studies assess advisor attitudes around portfolio management and risk mitigation for clients—showing a continued preference for actively managed strategies. Editor’s note: This article first published in our magazine in October 2015, but...
