4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier
Know your client: Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client. Know your funds: select the...Read More
Ways to help 401k participants understand the risk of their portfolios
One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard deviation is a statistical measurement that sheds light on historical...Read More
How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients
At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business....Read More
Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan
In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...Read More
How to adjust your client’s investment goals and risk tolerance for an ideal portfolio
Risk in itself is neither good nor bad, but it is extremely important that you understand what risk and how much of it you are taking. As advisors are adopting...Read More
Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”
The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool...Read More
Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.
3 Advantages of Stress Testing vs. Traditional Risk Measures
Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods of financial crises. The financial crises scenarios are modeled and may include historical events (e.g. 2008-like scenario) and events that we have not observed yet.
The One Reason Stress Testing is Vital to Financial Advisors
Stress testing is widely used by institutional investors. However, with recent advances in computing power this tool has become accessible to advisors as well. Stress testing allows the user to...Read More
What To Focus On: First – Goals, And Only Then – Portfolio
When discussing investment plans with clients, it always makes perfect sense for an advisor to talk about ‘why’ before ‘how much’. The ‘why’ for the investor is always the goal....Read More