Active investment management’s weekly magazine for fee-based advisors

The following posts are related to investment theory. Scroll down to see more articles.

Old bear, new trick

Old bear, new trick Old bear, new trick Trend following is a risk-management approach more than anything else. It attempts to participate in market upside when it can, but always with a focus on downside protection. Its use as a core investment strategy...

Dampening volatility when markets turn ugly

I was flabbergasted at the events that took place from November 2019 to when I wrote my most recent article for Proactive Advisor Magazine (written in February, published in March). Since that time, I’ve been officially in the camp of “nothing surprises...