by Jerry Wagner | Feb 9, 2022 | UpClose
In the investment world, change is a constant In the investment world, change is a constant Financial advisors must be prepared for change as they guide their clients. Portfolios designed with multiple risk-managed strategies can help—actively adapting...
by Richard Lehman | Jan 26, 2022 | UpClose
Inflation perceptions and the ‘money illusion’ Inflation perceptions and the ‘money illusion’ Inflation is as much of a perceptual issue as an economic one. It’s just as important for advisors to understand how clients view inflation as it is to...
by Tom McClellan | Dec 8, 2021 | How I See It
The chart in Figure 1 is one of many that show the oversold situation that has recently appeared. The 10% trend of the daily A-D (advances-declines) difference dipped to -579 on Dec. 1, which is officially “pretty darned oversold.” FIGURE 1: NYSE...
by Francis Geeseok Oh | Oct 20, 2021 | UpClose
Artificial intelligence can help improve investment decision-making Artificial intelligence can help improve investment decision-making According to a study by Accenture, over 80% of executives at wealth-management firms expect artificial intelligence...
by Jerry Wagner | Oct 6, 2021 | UpClose
How clients can find true happiness in their investing How clients can find true happiness in their investing Happiness is achieved through making progress toward a manageable goal. For investors, this means setting attainable and personalized goals...
