by JD Gardner | Feb 14, 2020 | Blog, Fixed Income, Risk
Venk Reddy has an article on Advisor Perspectives, Robbing 2020 to Pay 2019: A Reality Check for Fixed Income, and it needs to be read! We’ve been screaming about the issues with bonds and the implications moving forward with our advisors, Venk unpacks similar...
by JD Gardner | Feb 14, 2020 | Blog, Investing Behavior, Portfolios
This is a post for any advisor that uses models or third-party management of any kind and is out there hunting for the best. It’s also applicable to the client that’s expecting Warren Buffett- type performance year in and year out from their advisor. Two background...
by JD Gardner | Feb 14, 2020 | Blog, Portfolios
Custom models, off the shelf models, and everything in between – that’s what we do day in and day out. Fortunately, we are busy. We’ve carved out a niche to provide service and economics for advisors exploring how to leverage the efficiency that models potentially...
by JD Gardner | Feb 14, 2020 | Blog, Equities, Risk
The last decade has made that fact easy to forget, but eventually the market will remind us, and may be doing so now. Volatility is a feature of the markets. If you want the upside, you cannot avoid volatility. If you are positioned to feel no risk, you will also...
