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 Lowry Research | Dec 2, 2020 | How I See It
Among the primary missions of the Lowry Analysis is to help investors avoid the worst of bear markets while making the most of bull markets. As it relates to the latter, Lowry’s Average Power Rating (APR) Index is a valuable tool in confirming whether a...
by C. Thomas Howard | Nov 18, 2020 | UpClose
Encouraging a long-term investment perspective Encouraging a long-term investment perspective Applying behavioral concepts can help clients develop a long-term investment perspective and “stay in their seats” when being bombarded by highly emotional...
by Richard Lehman | Nov 4, 2020 | UpClose
The conundrum of growth: Why it’s an opportunity for active managers The conundrum of growth: Why it’s an opportunity for active managers Projecting corporate growth and deciding how much to pay for it remains a scattered and often subjective task in...
by David Wismer | Oct 21, 2020 | UpClose
From Aristotle to active investment management From Aristotle to active investment management Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach...
