by Richard Lehman | Feb 13, 2019 | UpClose
Hint: It’s not the outcome. An active focus on implementing an investment strategy tends to keep managers from focusing on the potential drag on performance inherent to their investment decision process. Overcoming that drag could amount to gaining...
by Flexible Plan Investments, Ltd | Feb 6, 2019 | UpClose
When running the market gauntlet over the long term, there are two vastly different options: purely passive investing or using a professionally managed account that employs active, risk-managed strategies. From our clients’ point of view, there are at...
by Katie Kuehner-Hebert | Jan 30, 2019 | UpClose
Communicating the benefits of active, risk-managed strategies during each stage of the sales cycle can enhance the chances that prospects will turn into clients. There’s an old adage in the world of sales: If you’ve done all of the steps right, the...
by Greg Gann | Jan 23, 2019 | UpClose
While investment risk management is extremely important for clients, so is active financial planning that minimizes the impact of “black swan” events in all areas of their lives. For those of us in the financial-planning world, when we think of active...
by Jerry Wagner | Jan 16, 2019 | UpClose
Nobody knows for sure what market environment will occur next. Isn’t it preferable to have a dynamic, risk-managed investment portfolio that can adapt proactively with rules-based, disciplined decision-making, rather than the “buy-and-hope” portfolios...
