by David Wismer | Apr 22, 2020 | Advisor Interviews
How everyday analogies can help clients understand risk management How everyday analogies can help clients understand risk management Financial advisors use a wide range of analogies with clients in communicating the need for constant portfolio...
by Jerry Wagner | Feb 19, 2020 | UpClose
Are we in a ‘kids market’? Are we in a ‘kids market’? A “kids market” has been defined as an investment environment in which the traders making the most money are those too young to remember the last bear market—thereby lacking a healthy appreciation...
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 Katie Kuehner-Hebert | Oct 30, 2019 | UpClose
Why Use Active Management? Why Use Active Management? Financial advisors share how their overall active management philosophy has handled months of wild swings in the market, as they strive to keep clients’ investment portfolios—and emotions—on track....
