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...
by Steve Deppe | May 12, 2021 | UpClose
Don’t let the fear of losing keep clients from playing the game Don’t let the fear of losing keep clients from playing the game Clients can be as fearful of losing portfolio gains as they are of steep portfolio drawdowns. Playing defense should begin...
by Richard Lehman | Apr 28, 2021 | UpClose
Are advisors missing the point about behavioral finance? Are advisors missing the point about behavioral finance? Behavioral finance is now part of the investing lexicon, but how much are advisors really using the discipline? And if so, are they using...
by Jill Zucker & Vlad Golyk | Apr 14, 2021 | UpClose
On the cusp of change: North American wealth management in 2030 On the cusp of change: North American wealth management in 2030 The North American wealth-management industry will undergo meaningful changes in the next ten years, influenced by evolving...
