Blog 3 Columns - Masonry

In this shocking episode you will see that many of the concepts that financial advisors take for granted are no longer true in today's markets.

RPAG 2022-Main Takeaways: The Evolution of Target Date Funds, Managed Accounts and Defining Risk

Yon Perullo

15 Sep 2022

Flying solo today, I am in sunny San Diego for the annual RPAG conference. In this episode I’ll be talking about all the cool stuff I learnt from the best in retirement advisory business.

Et tu Europe? How to Stress Test Europe For Your Client Portfolios…

Yon Perullo

06 Sep 2022

Everyone pays attention to Jerome Powell and the Fed. But ECB has now joined the anti-party, effectively announcing 75 basis points rate increase and signaling more to come.

Turnabout Is Fair Play

Yon Perullo

01 Sep 2022

Our team has written a lot about successful excessive lawsuit cases. Given the proliferation of these lawsuits, you would be forgiven for thinking that some of them may not have a whole lot of merit to them.

Fed Playing Poker & Where Do We Go From Here with Housing?

Fed Reserve Chairman Powell delivered remarks confirming that there is "pain" ahead and"forceful" rates increases will not stop. We discuss the consequences of this for your client portfolio risk management.

Longer Life Impact on Retirement System

Alexandr Starodubtsev

24 Aug 2022

According to a new study, Longevity and the New Journey of Retirement, 69% of Americans desire to live to the age of 100.

Stress Testing the Bear Market Rally & Emerging Markets Hard Landing

As the market roars higher and many experts are surprised, we take a look at how financial adivsors can discusss these events with clients. Markets are going up with recession in the economy, declining oil price, declining housing and significant softness in the data out of China.

Principals of Economics or Big Debt Cycle

Daniel Satchkov

16 Aug 2022

For the past decade or so we went through good and bad times experiencing financial collapse in 2008, COVID-19 pandemic and lockdowns, etc. But these devastating economic and financial hardships were encountered with a relentless and unstoppable fiscal and monetary stimulus created by our government and the Central Bank

Alternative Strategies for Fund Allocation

Svetlana Patokova

10 Aug 2022

Today most financial professionals believe that retail investors should have access to alternative investments. Investment advisors recommend now that clients who meet accredited investor requirements should consider a shift towards alternatives.

How to Manage Risk of MIssing Out During a Face Ripping Bear Market Rally?

Yon Perullo

05 Aug 2022

In the prior three episodes we discussed various stress tests financial advisors should run on their client's portfolios to model effects of possible stagflation, yield curve inversion and deterioration in the tech sector. For the last week we have seen an exuberant market ripping higher.

How to Model Internet Volatility and Its’ Impact on Your Clients’ Portfolios

Yon Perullo

27 Jul 2022

SNAP recently reported dismal earnings and stopped future guidance altogther. How can you model the impact of this event and general deterioration of Big Tech earnings on your clients' portfolios? In this episode we run stress tests around yield curve scenarios and discuss internet shocks. Learn how to discuss this issues as a financial advisor with your clients.