Coronavirus is a Beta Test For Remote Work
Remote-work software companies Quarantine may kickstart remote work We will emerge from Coronavirus, but do we evolve or resume? My most positive outlook Ease client concerns during this challenging time...Read More
Add or Create your own Custom Stress Tests
How to change scenarios How to create a Custom Stress Test PortfolioCrashTest has always been able to choose different scenarios to stress test your portfolios. However, in PCTpro you can...Read More
Panademic Stress Test
We have written a lot about the potential for market corrections and scenarios that may disrupt the decade long bull market. The Coronavirus is the most tangible example of a short-term threat to the market’s long upward climb. And our clients, keenly aware of the potential for market disruption, have asked us to create a Coronavirus stress scenario for Portfolio Crash Testing Pro
Doing Custom Stress Tests with Options
There are a few features in the new Portfolio Crash Testing Pro (PCT Pro) that allow an advisor to compare and contrast the outcomes of various portfolio allocations. Some of...Read More
Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?
The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to...Read More
Case Study: What is Wealth Crash Test and How it can Help You
Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.
How You can Answer the “What if” Question When it Comes to Your Client’s Portfolio
To an investor who’s trusted an advisor with their retirement savings, they aren’t just any ordinary person anymore. The fiduciary duty of an advisor to their client is one of...Read More
How Facebook Exploits You & What It Means For Your Portfolio
Facebook is not free. Essentially Facebook earns money by making you do work! Don’t believe me? Check out some of these headlines: Facebook’s making more money per user in North...Read More
Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?
The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including PM May. But ‘rejected’ doesn’t begin to put the loss...Read More
When Skynet Runs Beauty Contests: Watch Out!
When reading the headlines of today’s financial press, which has more and more turned into infotainment, it is easy to forget why we as a society actually invest in the...Read More