Blog Medium With Both Sidebar

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.

Yon Perullo

15 Sep 2022

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

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.

Yon Perullo

06 Sep 2022

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

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.

Yon Perullo

01 Sep 2022

Turnabout Is Fair Play

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.