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
How You As An Adviser Can Help Next Generation Clients?
How Advisors Can Help Next-Gen Clients Next-Gen will inherit Baby Boomers’ wealth Build relationships with low-AUM clients and your trust may pay off Financial advisors can help during transitional stages...Read More
Recession Deja Vu: Mortgagephobia
Why do we care about Housing? What goes up must come down? Look at Where We Are No equity in a college degree Why do we care about Housing? Property...Read More
To ESG or Not to ESG?
Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic in recent years. Since Earth Day was just a...Read More
Robo-adviser that helps find other robo-advisers?
A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment products while incorporating a robo-advice model into its strategy. One of...Read More
New Portfolio Crash Test Scenario: Trump Tax Cuts
One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming to businesses and middle class individuals. We in RiXtrema decided...Read More