by Dr. Richard Smith | Jun 19, 2019 | UpClose
Retail investors can be spectacularly wrong at major market turning points, but we’ve found that they aren’t always wrong at their sentiment extremes. We prefer to assess the potential impact of retail investor sentiment extremes by combining those...
by David Wismer | Jun 12, 2019 | UpClose
Financial advisors should not let “I’ll always be there for you” become a big, fat lie. While succession planning is a critical element of a financial advisory business, it is often overlooked or poorly planned. Learn what it takes to successfully...
by Ed Egilinsky | May 29, 2019 | UpClose
After a false start in 2018, will it be “ready, set, go” for commodities in 2019? Several individual commodities are trading at historically low volatility levels and within tight price bands, suggesting that reversion to the mean is not too far away....
by Adam Koos | May 22, 2019 | UpClose
Completion of the Chartered Market Technician (CMT) program reinforces this advisor’s fundamental investment philosophy: Capture as much of the upside as possible during healthy markets, while mitigating the downside in unhealthy markets. After almost...
by John Kosar | May 15, 2019 | UpClose
Using a broad, diverse list of different metrics, known as market internals, can provide a comprehensive assessment of current market conditions—identifying warning signals, confirming a trend, or indicating a potential trend change. One of my most...
