by Greg Gann | Mar 13, 2019 | UpClose
An advisor’s perspective. The word “active” certainly has a much more positive connotation than its counterpart, “passive.” But when it comes to investment management, we in the financial-services arena use this terminology thinking that our...
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 Greg Gann | Apr 11, 2018 | UpClose
Some advisors have an ingrained resistance to using separately managed accounts—but it doesn’t have to be an all-or-nothing proposition. There are perhaps as many styles of investment management as there are people in the financial-services...
by Greg Gann | Jan 17, 2018 | UpClose
Business cycles—and investment assets—will invariably revert to the mean given a long enough period of time. Though behaviorally difficult at times for clients, advisors need to advocate sticking to a long-term game plan of dynamic, risk-managed...
by Greg Gann | Jun 7, 2017 | UpClose
Focusing on risk management and protection against market downturns can result in some market underperformance, especially when the market remains elevated for an unusually long period of time. How do advisors cope with clients who lose confidence in...
