by Jerry Wagner | May 26, 2021 | UpClose
Why 2020 was a rare opportunity to judge an active manager’s performance Why 2020 was a rare opportunity to judge an active manager’s performance We often say that to judge an active manager’s performance, you need to evaluate it over at least an...
by David Wismer | May 26, 2021 | Advisor Interviews
A proactive approach to building and preserving client assets A proactive approach to building and preserving client assets Jim Herzog • Clint Braswell • Bill Drexler, CFP, ChFC • Rockledge, FLFinancial Cornerstone Group • J.W. Cole Financial Inc.Read...
by Steve Deppe | May 12, 2021 | UpClose
Don’t let the fear of losing keep clients from playing the game Don’t let the fear of losing keep clients from playing the game Clients can be as fearful of losing portfolio gains as they are of steep portfolio drawdowns. Playing defense should begin...
by David Wismer | May 12, 2021 | Advisor Interviews
Visualizing the benefits of risk management Visualizing the benefits of risk management Behavioral research often talks about the power of “visualization.” For advisors, it is a way of reinforcing for clients the importance of risk management in...
by Richard Lehman | Apr 28, 2021 | UpClose
Are advisors missing the point about behavioral finance? Are advisors missing the point about behavioral finance? Behavioral finance is now part of the investing lexicon, but how much are advisors really using the discipline? And if so, are they using...
