Will the Fed invert the yield curve and cause recession? Investing Counterpoint Episode 2
Daniel and Yon discuss possible scenarios and stress testing clients' portfolios for different shapes of the yield curve.
Stagflationary Recession or Stagflation? How to Model Federal Reserve Actions
The Fed is taking a hawkish stance to quell rampant inflation, but doing so on the verge of a potential recession. Given this and the recent supply shocks, increasing the Fed Funds Rate to 3.5% may have unintended consequences. Yon Perullo and Daniel of RiXtrema explain how financial advisors should model these scenarios to clients.
1. Personalize Your Account
Before you start using the software – we recommend that you alter your settings first. This way once you make the changes to your account they are saved and you...Read More
Video: A value investor in the world of zero interest rates and high frequency trading
We have done this deep research and created this amazing piece of intellectual deep thinking. Now we know what active value managers felt for the past 9 years! This is...Read More
See how one financial advisor stays ahead of the competition
Prospective clients often treat advisors with indifference until they see a reason to engage with you. How do you engage them, earn trusted advisor status and separate yourself from competition?...Read More
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks...Read More