by Steve Deppe | May 12, 2021 | UpClose
Don’t let the fear of losing keep clients from playing the game Don’t let the fear of losing keep clients from playing the game Clients can be as fearful of losing portfolio gains as they are of steep portfolio drawdowns. Playing defense should begin...
by Steve Deppe | Feb 10, 2021 | UpClose
How did your clients behave? 2020’s meaningful investment lesson How did your clients behave? 2020’s meaningful investment lesson It is my belief and experience that clients are far more willing to stick with an investment plan if a significant...
by Steve Deppe | May 6, 2020 | UpClose
Is this the greatest trick the market has ever pulled? Is this the greatest trick the market has ever pulled? While there is no shortage of market “experts” willing to proclaim the start of a new bull market, or those saying the bear is far from...
by Steve Deppe | Jan 22, 2020 | UpClose
Navigating higher interest rates in 2020 Navigating higher interest rates in 2020 The topics of Fed interest-rate policy, inflation, and bond yields have been front and center for several years. How can proactive advisors guide their clients amid...
by Steve Deppe | Nov 20, 2019 | UpClose
Results for "ubs" Results for "ubs" Understanding the principle of behavioral adherence to investment policy—and being able to simply and persuasively communicate it to clients—may be a financial advisor’s most important task. My...
