Flexible Plan: Building Stronger Portfolios From The Bottom Up
Using an index that has fallen by more than 50% twice in the last 20 years as a benchmark is ludicrous. Would you really go all in on that approach?
Recent
Morningstar Managed Portfolios: What Does Russia’s Invasion of Ukraine Mean for the Market?
Advisors and their clients potentially have the hardest job of all. Our advice is to stay the course. Review your goals. Adjust as necessary.
AAMA: A Fundamental View Of The Ukraine-Russia Conflict
What will the future bring? Forecasting anything is difficult but we will note several items we believe they are all important to note.
Rareview: The Most Important Thing Your Portfolios Overlook
Do you know the degree of stress the fixed income in your client portfolios are facing . . . or what you are supposed to do next?
3D/L: A Momentum Moment
Traditional economists, who start with the premise that investors are rational beings, find momentum particularly troubling. But it often works.
Alpha Vee: Get Systematic Exposure To Smaller Stocks
The small- and mid-cap universe has become a little impenetrable in recent years but clients will welcome the chance to capture better growth profiles
Flexible Plan: Do Financial Advisors Get Behavioral Biases Too?
We all know retail investors follow unproductive psychological patterns. It's important for advisors to know they aren't immune to similar biases.
