by Jerry Wagner | Dec 2, 2020 | UpClose
5 facts common to stress and investment risk 5 facts common to stress and investment risk Stress is common for almost everyone in their daily lives. When it comes to investing, employing dynamically risk-managed strategies can help alleviate the...
by Jerry Wagner | Sep 2, 2020 | UpClose
Dynamic risk management is right for investor portfolios Dynamic risk management is right for investor portfolios Dynamic risk management—like most investment solutions—may not always be perfect. But it is responsive, ever changing, and puts more...
by Jerry Wagner | Jun 10, 2020 | UpClose
Does Warren Buffett believe in “market timing”? Does Warren Buffett believe in “market timing”? Professionals such as Buffett have worked out when they must sell an investment—whether things have changed for the better or for the worse. The average...
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...
