by Craig L. Israelsen | Feb 8, 2023 | UpClose
Benchmarking the performance of diversified portfolios Benchmarking the performance of diversified portfolios It makes little sense for clients—or advisors—to compare investment performance to a single benchmark bearing little resemblance to their...
by Tom McClellan | Jan 25, 2023 | How I See It
Now that the November 2022 midterm elections are behind us, the stock market is in year three of the four-year presidential cycle pattern. Some analysts look at that on a calendar-day basis, but I prefer to count the years as beginning on Nov. 1 for...
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 Richard Lehman | Dec 7, 2022 | UpClose
Predicting how people and markets will behave is more complicated than we think Predicting how people and markets will behave is more complicated than we think Too often predictions are based on narrow, naive assumptions about human behavior. One of the...
by Flexible Plan Investments, Ltd. | Nov 16, 2022 | UpClose
How gold can help in creating a more optimal portfolio allocation How gold can help in creating a more optimal portfolio allocation The role of gold in investment portfolios: Part IIUpdated analysis supports an optimal portfolio allocation to gold of...
