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