by Will Hepburn | Oct 17, 2018 | UpClose |
The old Wall Street adage “Sell in May and go away” has some strong support in the data, but probably not in the way most investors think. An excerpt from the book “Why Bad Things Happen to Good Investments,” by William T. Hepburn, explains why and...
by William Hubbard | Oct 10, 2018 | UpClose |
An actively managed strategy that moves to cash in times of market stress can effectively mitigate risk, reducing drawdowns and overall portfolio volatility. This is especially important for clients in retirement who are taking regular portfolio...
by David Wismer | Oct 3, 2018 | UpClose |
There are many reasons that dynamic, risk-managed strategies can benefit investors of all ages. The impact of sequence of returns for retirees is one of the more important ones. “What if? A probability-based approach to market uncertainty,” a recent...
by Jerry Wagner | Sep 19, 2018 | UpClose |
“Every strategy works … until it doesn’t.” This market truism provides the rationale for diversification among dynamically risk-managed strategies in dealing with market uncertainty. Just read the financial press or listen to one of the business shows....
by Richard Lehman | Sep 12, 2018 | UpClose |
For financial advisors, understanding core financial concepts such as variance, portfolio volatility, and systematic risk are one thing. Reckoning with their psychological effects on clients is another. Investment professionals are, of course,...
by Linda Ferentchak | Aug 29, 2018 | UpClose |
In the search for the latest, greatest trading system or strategy, don’t neglect the one system that has been proven to work over the long run. What if there was one investment approach that guaranteed you would always be invested during sustained...
by Flexible Plan Investments, Ltd | Aug 22, 2018 | UpClose |
The role of gold in investment portfolios: Part II Updated analysis supports an optimal portfolio allocation to gold of 20%. Editor’s note: Flexible Plan Investments, an active money manager and provider of risk-managed investment services, first...
by Adam Koos | Aug 15, 2018 | UpClose |
Educate your clients on the value of working with an advisor who practices proactive money management—stressing risk management in helping them reach their overall financial and investment goals. Clients ask a lot of great questions, and with each...
by Flexible Plan Investments, Ltd | Aug 8, 2018 | UpClose |
The role of gold in investment portfolios: Part I Should an investment in gold be a key element of effectively diversified and risk-managed portfolios? Editor’s note: Flexible Plan Investments, an active money manager and provider of investment...
by David Wismer | Jul 25, 2018 | UpClose |
Research findings from the PriceMetrix study “The State of Retail Wealth Management 2017” identify key trends and success factors for “high-growth financial advisors.” In many respects, 2017 was as challenging a year for financial advisors as was...
by Linda Ferentchak | Jul 18, 2018 | UpClose |
For the millions of Americans with underfunded retirement accounts, active management may provide an essential safety net. What is a financial advisor to do when his clients are woefully underfunded for retirement based on traditional measures? When...
by Richard Lehman | Jul 11, 2018 | UpClose |
While there is no way to eliminate all market risk, an actively managed portfolio with an emphasis on risk management may produce less stress than a passive portfolio for both advisors and their clients. In my 35-year career in and around Wall Street, I...
by Perry Kaufman | Jul 5, 2018 | UpClose |
A different look at managing portfolio risk: What is the role of defense stocks when global tensions escalate? Managing a portfolio is equal parts getting the best return and keeping risk to a minimum. For traditional investment portfolios, that usually...
by Katie Kuehner-Hebert | Jun 20, 2018 | UpClose |
Getting to know the children of clients isn’t just a way to promote goodwill for an advisory practice. Increasingly, it will have a major impact on asset retention as baby boomer parents transfer their wealth. Financial advisors are finding many ways to...
