by Jerry Wagner | Feb 19, 2020 | UpClose
Are we in a ‘kids market’? Are we in a ‘kids market’? A “kids market” has been defined as an investment environment in which the traders making the most money are those too young to remember the last bear market—thereby lacking a healthy appreciation...
by Jerry Wagner | Dec 4, 2019 | UpClose
‘Tradition’? Not in asset allocation ‘Tradition’? Not in asset allocation Traditional asset allocation ignores its own historical return and risk characteristics—and the impact of real-world results on investor decision-making. A better option can be...
by Jerry Wagner | Aug 7, 2019 | UpClose
All investors must remember that risk is real and that, like death and taxes, it is always with us. Dynamic risk management within sophisticated active strategies can help investors deal with the three different types of risk to their investment...
by Jerry Wagner | May 1, 2019 | UpClose
When the line between two types of market corrections is crossed, and the correction turns into a bear market, do your clients really want to have just one investment strategy with which to protect themselves? I was reading some history recently that...
by Jerry Wagner | Jan 16, 2019 | UpClose
Nobody knows for sure what market environment will occur next. Isn’t it preferable to have a dynamic, risk-managed investment portfolio that can adapt proactively with rules-based, disciplined decision-making, rather than the “buy-and-hope” portfolios...
