Preparing for a Bear Market
Have you prepared your practice to weather the turmoil and financial consequences of a bear market? In many cases, the answer is, sadly, “no.”
Read MoreAuthor: Cliff Walsh, CFA
What You Need to Know About the Market and Mid-term Elections
Mid-term elections introduce a measure of uncertainty into the markets. Will the President’s agenda be frustrated by the opposition party gaining control of one or both of the legislative chambers?
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Does an Inverted Yield Curve Portend Doom for Stocks?
It’s impossible to be sure whether the yield curve will invert at all, and what stocks will do in response.
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Behavioral Approach to Portfolio Rebalancing
One of the key distinctions between traditional mean-variance asset allocation and behavioral theory is how risk is defined. Modern portfolio theory (MPT) defines risk as the variance around the mean return, while behavioral theory suggests that individuals view risk in terms of not meeting an important financial goal.
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Post-Modern Portfolio Theory
There is a movement toward a system-wide approach to a corporate governance model, which is also finding impetus from outside the asset management community. There’s more to Modern Portfolio Theory (MPT). To learn what and why, read on…
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