War, Oil, and Your 401K: How to Manage Risk in Times of Market Uncertainty
The war in Ukraine has created uncertainty in the global oil market, which can lead to an increase in oil prices.
Black Swan Put Protection: How to Impement It in Your Portfolio
Options, particularly put options, have a big role in risk management. In this video we discuss how S&P 500 put options can hedge risks and how much it costs to employ put options to hedge risks.
What Does The Chinese Microchip Ban Mean For Your Portfolio
A brief peak behind the curtain revealed some palace intrigue that went viral this week. President Xi’s predecessor, Hu Jintao, was forcibly escorted out of the party conference. China watchers speculated health concerns or a purge; but it’s unlikely we’ll ever really know.
In Troubled Times Get Back to 401(k) Basics
As inflation continues to soar more people are cutting back on their retirement savings. Moreover, many are even afraid to check their 401K and long-term saving plan balance amid the inflation and contracting growth.
The Next Big Geopolitical Risk (Upd: Sep 27, 2022)
Russia’s invasion of the Ukraine is affecting markets daily. We have created stress tests that have attempted to measure moderate and severe consequences for global markets as a result.
Longer Life Impact on Retirement System
According to a new study, Longevity and the New Journey of Retirement, 69% of Americans desire to live to the age of 100.
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.
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.
Tax Efficient Asset Allocation
With tax season in the rear-view mirror for this year, advisors and investors can now refocus portfolios. The most common way to look at portfolios is through the prism of asset allocation models.