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

The following posts are related to managing client expectations. Scroll down to see more articles.

The hard market truth: No risk, no return

For almost a half-century, I have practiced and preached risk management. But that doesn’t mean that there will be no risk. For 2 1/2 years (February 2016 through September 2018), the market did virtually nothing but rally. Gains were big and plentiful....