by Grant and Greg Morris | Mar 24, 2021 | UpClose
The challenge of technical analysis The challenge of technical analysis Well-known technical market analyst and author Greg Morris offers his perspective on technical analysis. Editor’s note: This article, written by Greg Morris (with assistance...
by C. Thomas Howard | Mar 10, 2021 | UpClose
Bear market behavioral biases—are you sure about that? Bear market behavioral biases—are you sure about that? Bear markets trigger powerful emotions for many investors. Awareness of investor biases—which are compounded in bear markets—can help both...
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...
by Steve Deppe | Feb 10, 2021 | UpClose
How did your clients behave? 2020’s meaningful investment lesson How did your clients behave? 2020’s meaningful investment lesson It is my belief and experience that clients are far more willing to stick with an investment plan if a significant...
by Richard Lehman | Jan 27, 2021 | UpClose
ESG investing reflects highly personal client goals—advisors need to treat it that way ESG investing reflects highly personal client goals—advisors need to treat it that way Success with ESG/SRI-focused clients will likely depend more on choice...
