by Jerry Wagner | Nov 28, 2018 | UpClose
Proactive, tactical investing requires the ability to move from one asset class to another, seeking the right asset class at the right time. This is very different from the passivity of traditional strategic asset allocation, where there is always a...
by Jerry Wagner | Sep 19, 2018 | UpClose
“Every strategy works … until it doesn’t.” This market truism provides the rationale for diversification among dynamically risk-managed strategies in dealing with market uncertainty. Just read the financial press or listen to one of the business shows....
by Jerry Wagner | May 30, 2018 | UpClose
Since the beginning of 2000, there have been three S&P 500 Index bear markets, defined as a decline of about 20% or greater. Would your clients benefit from “just in case” risk management for their portfolios? Iknow it’s true. People have insurance...
by Jerry Wagner | Feb 7, 2018 | UpClose
A dynamic, risk-managed investing approach can help minimize the downside in bear markets. That goes a long way toward ‘beating the market’ through full market cycles. Reading Dr. Edward Thorp’s 1967 book “Beat the Market” in the summer of 1968 changed...
by Jerry Wagner | Dec 13, 2017 | UpClose
When we invest, we can’t know the future or get a do-over. Dynamic, risk-managed strategies can help client portfolios be more responsive to changing market environments. Investors are so different. They pursue different goals. They react differently to...
