by Adam Koos | Feb 15, 2023 | UpClose
5 client questions (and answers) about today’s investment environment 5 client questions (and answers) about today’s investment environment The chief reason clients abandon their investment plan is the inability to deal with market volatility. The...
by Adam Koos | Oct 2, 2019 | UpClose
We counsel our clients not to worry about what other people are doing in the short term, even if one of them might be considered “the best investor in the world.” We would rather focus on our clients’ specific investment objectives—and the health of...
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 Adam Koos | Feb 27, 2019 | UpClose
When we have a year like 2018, managing risk becomes a bigger priority than “beating the market.” Do your clients understand how they should be managing their investment expectations—in good market times and bad? Last year was challenging—especially...
by Adam Koos | Aug 15, 2018 | UpClose
Educate your clients on the value of working with an advisor who practices proactive money management—stressing risk management in helping them reach their overall financial and investment goals. Clients ask a lot of great questions, and with each...
