by JD Gardner | Sep 6, 2023 | Market Updates
We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...
by Derek Hernquist | Oct 6, 2021 | Market Updates
You’ve probably heard us say we like to “own” volatility. Or that we use “volatility an asset class”. What do we mean by that? First, let’s think about what a client is trying to accomplish. Pursuing or preserving the comfort that...
