by Jerry Wagner | Dec 4, 2019 | UpClose
‘Tradition’? Not in asset allocation ‘Tradition’? Not in asset allocation Traditional asset allocation ignores its own historical return and risk characteristics—and the impact of real-world results on investor decision-making. A better option can be...
by Flexible Plan Investments, Ltd | Nov 13, 2019 | UpClose
Diversification/Risk Management Diversification/Risk Management A passive core is not enough: Part II A multi-strategy core approach to portfolio construction addresses the issues present with other methodologies, which include a lack of consideration...
by Flexible Plan Investments, Ltd | Nov 6, 2019 | UpClose
Blog Blog A multi-strategy core approach to portfolio construction addresses the issues present with other methodologies, which include a lack of consideration of risk, the loss of diversification benefits during crisis periods, and risk concentration...
by David Wismer | Nov 6, 2019 | Advisor Interviews
Results for "sunny wang" Results for "sunny wang" Sunny Wang • Santa Clara, CA Essence Wealth & Insurance Services Read full biography below Proactive Advisor Magazine: Sunny, talk about your philosophy in serving clients. I have...
by David Wismer | Oct 16, 2019 | Advisor Interviews
Ernesto Ramirez • Coral Gables, FL OneMiami Financial Group • OneAmerica Securities Inc. Read full biography below Proactive Advisor Magazine: Ernesto, how do you define your role in working with clients at OneMiami Financial Group? I am a full-service...
