by C. Thomas Howard | Mar 8, 2023 | UpClose
Bear market narratives: Guiding clients through volatile markets Bear market narratives: Guiding clients through volatile markets Long-term investment decisions should be based on a goals-based and risk-managed investment plan, rather than a wide range...
by Greg Morris | Jan 25, 2023 | UpClose
Why some make stock market forecasts Why some make stock market forecasts The investment industry devotes considerable time and resources to forecasting future market outcomes. But the accuracy of such forecasts is questionable at best. Why are there...
by Francis Geeseok Oh | Jan 11, 2023 | UpClose
How AI is ‘moving mountains’ across the investment landscape How AI is ‘moving mountains’ across the investment landscape The ability of artificial intelligence to transform the investment world is an evolution unfolding right now, similar to the way AI...
by David Wismer | Dec 14, 2022 | Advisor Interviews
How clients—and advisors—are rethinking retirement options How clients—and advisors—are rethinking retirement options Financial advisors are expressing a strong commitment to helping their clients “redefine retirement” on terms that best fit their...
by William Hubbard | Dec 14, 2022 | UpClose
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’...
