A Primer on Factor-Based Investing
For advisors in search of new ideas and approaches to meeting their clients’ long-term investment needs, they may want to further explore factor-based investing when building investment portfolios.
Read MoreAuthor: Cliff Walsh, CFA
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.”
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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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