Is investment portfolio design becoming commoditized as countless articles, papers, and blogs say? If this process merely involves measuring risk tolerance and recommending a model portfolio the answer is “Yes.”But there’s a better way to design investment portfolios. It starts by recognizing that risk perception isn’t static and that knowledgeable clients make better investment decisions. In this presentation, Christopher will:•Provide a framework for a collaborative, educational design process that gives clients greater awareness of their own risk tolerance, a truly customized portfolio, and a higher level of confidence in their decisions; •Explain how to incorporate client behavioral risks such as “frame of reference risk” into portfolio construction; and•Discuss sophisticated tools that make this process more interactive and engaging.Christopher will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
I question why any financial advisor would want to use B.I.C.E., given the likelihood of significant reputational damage that would result for the advisor.
How much do investors worry about volatility? It comes down to their life stages. Dr. Brian Jacobsen takes a data-driven look at retiree and non-retiree viewpoints, with results from the Wells Fargo/Gallup Investor and Retirement Optimism Index.
With the charitable foundations of both presidential candidates under scrutiny, advisors should be aware of the issues around self-dealing.
If U.S. inflation rises above 2%, how much inflation overshooting would the Fed tolerate? The Bank of England’s policies may provide clues.
To me, it looks like investors have almost fully embraced the idea of low growth and low inflation. If either of these factors surprise to the upside, we could exit the relatively narrow trading range the market has been in for the past few months.