Viewpoints about Risk Management
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Behavioral coaching: sticking to the game plan
Financial advisors can often find ourselves in the role of the psychologist, talking otherwise intelligent and successful clients out of acting irrationally amid times of volatility. Help them PAUSE for thought with this simple exercise.
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Behavioral alpha: designing a feedback loop
In the final part of our series on how human behavior can affect investment decisions, we’ll examine the performance review session, including techniques to promote deliberate process improvement.
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The 2020 bear market–an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
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Behavioral alpha: do groups make better investment decisions than individuals?
In the fourth of a series of articles on how human behavior can affect investment decisions, we examine the interaction of individual biases and group dynamics and how they can lead to 'groupthink'.
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Behavioral alpha: the perils of the performance-chasing path
In the third of a series of articles on how human behavior can affect investment decisions, we look at the reasons why we’re predisposed to chase performance, and techniques to avoid it.
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Using a 529 plan as an estate planning tool
A 529 college savings plan isn’t just a good investment for your beneficiary’s future, it can also be used as an estate planning tool for you.
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Glide path construction: minimizing longevity risk in retirement
We discuss the the elements that shape our approach to glide path design, from wealth accumulation to income replacement.
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Trading places: favoring defensive equity when bond yields go too low
While defensive equity may strike some an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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How climate resilient is your portfolio?
What does the big picture of climate risk and opportunity look like from the viewpoint of a dedicated ESG strategy? Cheryl Smith offers her perspective.
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