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 Richard Lehman | Jul 14, 2021 | UpClose
Assets without fundamental value: How prepared are advisors? Assets without fundamental value: How prepared are advisors? Investors are speculating with new vehicles such as cryptos, NFTs, and fractional shares in collectibles. Whether you embrace them...
by C. Thomas Howard | Jun 23, 2021 | UpClose
Building wealth by avoiding emotional errors Building wealth by avoiding emotional errors Emotional investing errors are a significant impediment to building wealth over the long term. What are two of the most debilitating errors, and how can financial...
by David Wismer | Jun 9, 2021 | UpClose
Have the Roaring ’20s returned? Have the Roaring ’20s returned? While recent economic news is encouraging, no one has a crystal ball as to the market’s future performance. There is no better time to make sure clients’ risk-management plans are in place....
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...
