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risk assessment
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- bear market
- client relationships
- crisis management
What are typical triggers for bear markets?
Most studies have shown there is no “normal” bear market, much in the same way there is no “normal” bull market. There are telltale signs that show a phenomena is occurring, but often it is …
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- bear market
- client relationships
- crisis management
What constitutes a bear market? How often do they occur?
Most analysts agree that a bear market is a 20% drop in prices in a short time frame, typically 3-6 months, whether it be for a single security or the market as a whole. Since …
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- Bank of Japan
- bank stress-test
- crisis management
Negative Interest Rates, part III: Possible Impact in the U.S.
by Ryan W. Smith In March 2016, the Federal Reserve asked big banks to begin looking at the potential impact negative interest rates would have for stress tests. While this practice of paying money to …
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- Bank of Japan
- bank stress-test
- crisis management
Negatives Interest Rates, part II: Et tu, Uncle Sam?
by Ryan W. Smith In March 2016, the Federal Reserve asked big banks to begin looking at the potential impact negative interest rates would have for stress tests. While this practice of paying money to …
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- Bank of Japan
- bank stress-test
- crisis management
Negative Interest Rates, part I: A Real-Time Experiment
by Ryan W. Smith In March 2016, the Federal Reserve asked big banks to begin looking at the potential impact negative interest rates would have for stress tests. While this practice of paying money to …
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- Estate Attorney
- Estate Planning
- financial planning
Questions Financial Advisors should ask when hiring or recommending Estate Attorneys
by Ryan W. Smith Many successful financial advisors are the focal point of all finance-related questions for their clients and with good reason. Assisting families with retirement and college-expense planning, along with regular investment accounts …
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- active management
- financial advisors
- financial planning
Why Index Funds Have Outperformed Active Management in Recent Years
by Ryan W. Smith Passive investing has delivered higher returns than actively managed funds for the last several years. It has been the subject of many headlines, providing significant consternation to industry professionals. The reasons …
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- financial advisors
- financial planning
- Retirement Planning
Managing Client Emotions
The first hard lesson that any clients need to learn as they begin investing in the stock market is how to manage their emotions effectively. It is virtually impossible to eliminate the impulsive nature to …
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- financial planning advisors
- risk assessment
Backtesting And Maintaining Objectivity
Few words in the English language carry worse connotations than the term “backtested.” As seasoned investors, we have first hand experience trusting backtested strategies. At one point or another, most financial planners and investment advisors have to face …