by Steve Deppe | Jan 22, 2020 | UpClose
Navigating higher interest rates in 2020 Navigating higher interest rates in 2020 The topics of Fed interest-rate policy, inflation, and bond yields have been front and center for several years. How can proactive advisors guide their clients amid...
by Perry Kaufman | Jan 15, 2020 | UpClose
Controlling risk that doesn’t go away Controlling risk that doesn’t go away No matter where markets are in the long-term cycle, risk is always present for all asset classes. Frequent evaluation of portfolio allocations and market exposure—and using...
by Jerry Wagner | Dec 4, 2019 | UpClose
‘Tradition’? Not in asset allocation ‘Tradition’? Not in asset allocation Traditional asset allocation ignores its own historical return and risk characteristics—and the impact of real-world results on investor decision-making. A better option can be...
by Larry McMillan | Dec 4, 2019 | How I See It
Editor’s note: Larry McMillan, a noted options expert and frequent contributor to this publication, recently reissued an article first published on July 13, 2007. We believe the timing of the article—with a lengthy bull market in 2007 and now in...
by Steve Deppe | Nov 20, 2019 | UpClose
Results for "ubs" Results for "ubs" Understanding the principle of behavioral adherence to investment policy—and being able to simply and persuasively communicate it to clients—may be a financial advisor’s most important task. My...
