by Perry Kaufman | Apr 17, 2019 | UpClose
Portfolio drawdowns are a fact of life for professional investment managers and financial advisors—and the clients who depend on both of them. Understanding the nature of drawdowns—and the relationships of various investment vehicles on a risk-adjusted...
by David Wismer | Apr 10, 2019 | UpClose
How can retirees reconcile their practical need for capital appreciation with their strong emotional desire for capital preservation? Active, risk-managed strategies can provide an appropriate addition or alternative for advisors and their retirement...
by Guggenheim Investments | Apr 3, 2019 | UpClose
Not all sector ETFs and funds are the same. They can differ substantially in their market-cap breakdown, international exposure, style exposure, and weighting. These important factors can have a significant impact on portfolio construction and...
by Katie Kuehner-Hebert | Mar 20, 2019 | UpClose
Clients who have become suddenly wealthy—whether through an inheritance, a windfall profit from a real estate deal or IPO, proceeds from selling a business, a lucrative new contract, or even the lottery—present a unique mind-set and specific...
by Greg Gann | Mar 13, 2019 | UpClose
An advisor’s perspective. The word “active” certainly has a much more positive connotation than its counterpart, “passive.” But when it comes to investment management, we in the financial-services arena use this terminology thinking that our...
