Active investment management’s weekly magazine for fee-based advisors

The following posts are related to diversification/risk management. Scroll down to see more articles.

How to take a financial punch

Like a heavyweight title fight, investment plans have a beginning, a middle, and an end. Do your clients’ plans have the dynamic risk-managed strategies and true diversification needed to take the financial punch that markets will inevitably deliver?...

The risks of bond ‘buy and hold’

Employing “true” diversification and a dynamic, actively managed portfolio approach may help advisors and their clients successfully navigate a lower-return market environment. As investors, many of us have traditionally been taught that bonds and other...

The financial and investment impact of divorce

Why the role of financial risk management may become even more critical as divorced couples face emotional, lifestyle, and financial stress and change. In both life and investing, it is common to believe that existing or recent facts will continue...

Low volatility—high returns?

What offers a better opportunity for investment returns: low-volatility or high-volatility markets? It doesn’t seem possible that low-volatility markets might deliver better returns than the converse of more alpha being delivered in volatile markets. It...

A message of financial risk management

David Ryan, CFP • Indian Harbour Beach, FL JD Bowen Financial Group • LPL Financial Read full biography below It is fitting that David Ryan’s successful career as a financial professional at JD Bowen Financial Group has taken shape on the Space Coast of...

Advisors prefer active management

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...

Risky business

How can advisors build a more meaningful investor behavioral profile? The long-lasting effects of the Great Recession It is hardly news that many investors remain permanently scarred by the credit crisis of 2007 to 2009. Many research studies since have...