by Jerry Wagner | Dec 15, 2021 | UpClose
Would your client portfolios benefit from ‘just in case’ risk management? Would your client portfolios benefit from ‘just in case’ risk management? Since 2000, there have been three S&P 500 Index bear markets—defined as a decline of 20% or...
by Jerry Wagner | Oct 6, 2021 | UpClose
How clients can find true happiness in their investing How clients can find true happiness in their investing Happiness is achieved through making progress toward a manageable goal. For investors, this means setting attainable and personalized goals...
by Jerry Wagner | Jul 28, 2021 | UpClose
In investing, as in life, it’s all relative In investing, as in life, it’s all relative In creating a portfolio, it is important to reflect varying frames of reference. This can be achieved by using diversified asset classes in multiple risk-managed...
by Jerry Wagner | May 26, 2021 | UpClose
Why 2020 was a rare opportunity to judge an active manager’s performance Why 2020 was a rare opportunity to judge an active manager’s performance We often say that to judge an active manager’s performance, you need to evaluate it over at least an...
by Jerry Wagner | Feb 24, 2021 | UpClose
Why ‘personal benchmarks’ are important for your investment clients Why ‘personal benchmarks’ are important for your investment clients When clients measure their investment progress against personal benchmarks—not some media-inspired number that does...
