Active investment management’s weekly magazine for fee-based advisors

William Hubbard

When investors ask, ‘What’s your best idea?’

When investors ask, ‘What’s your best idea?’ When investors ask, ‘What’s your best idea?’ During market declines, investors—and advisors—need to watch out for cognitive biases. Rules-based strategies help remove emotional decision-making from investors’...

Using cash to manage risk and create alpha

An actively managed strategy that moves to cash in times of market stress can effectively mitigate risk, reducing drawdowns and overall portfolio volatility. This is especially important for clients in retirement who are taking regular portfolio...