Advisors Capitulate in the Face of Rising Markets
The potential escalation of tariffs combined with rising rates present a formidable risk for advisors and their investors in the second half of 2018. Avoid betting for or against a trade deal and build in risk managed strategies that position your investors for either outcome.
Reverse-Think Your Portfolio to Target Success in 2018
The more compelling the crowd’s behavior, the more compelling the investment case is for doing the opposite of what the crowd is doing. This is a core tenet of our Behavioral Portfolio Design™ philosophy that tries to help guide investors toward better portfolio decisions.
Behavioral Finance: Applied Technique, Emotion, and Investor Outcomes
The field of Behavioral Finance took a great leap forward in 2017, as the Nobel prize was awarded to Richard Thaler for his work. Philosophically, we know Behavioral Finance is important, but there is a method for advisors to integrate it into their practice and prove value to their clients.