Adjusted for Risk: How to Invest in Democracy to Hedge Geopolitical Risk
Wealth Management
APRIL 26, 2024
Democracy Investment's CEO and CIO discuss how Democracy International Fund came about and the international investment landscape.
adjusted-risk 
Adjusted for Risk: Building Investment Portfolios to Withstand Higher for Longer
Wealth Management
APRIL 30, 2024
Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.
Portfolio 
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Adjusted for Risk: The Opportunities Within Real Assets
Wealth Management
MARCH 5, 2024
Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.
Assets 110
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Adjusted for Risk: Uncovering the Expectations of Millennial Investors
Wealth Management
NOVEMBER 13, 2023
Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.
Investing 119
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Adjusted for Risk: The Zephyr Summit
Wealth Management
APRIL 24, 2023
Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience.
Management 102
102 
Adjusted for Risk: What's Ahead for Fixed Income Investors
Wealth Management
MARCH 11, 2024
Victory Income Investors' Jim Jackson looks ahead despite the uncertainty over when the Federal Reserve will start cutting rates.
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Adjusted for Risk: What Financial Advisors Should Know About Private Equity Investing
Wealth Management
APRIL 18, 2024
The questions advisors should ask when considering private equity investments for their clients.
Adjusted for Risk: Inside Separately Managed Accounts
Wealth Management
AUGUST 3, 2023
Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience.
Management 97
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The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
Validea
MARCH 9, 2023
Listen on Apple Listen on Spotify Watch on YouTube The post The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine appeared first on Validea's Guru Investor Blog. We discuss what the “Night Effect’ is, what causes it, how it stands up to the tests of a strong investing factor and a lot more.
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Adjusted for Risk: Bluerock's Miguel Sosa Spotlights Private Real Estate, Alternative Credit
Wealth Management
APRIL 22, 2024
BlueRock's Miguel Sosa explains why real estate is a lot more then just office space.
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Adjusted for Risk Podcast: 2023 Investment Outlook
Wealth Management
DECEMBER 23, 2022
Zephyr Market Strategist Ryan Nauman highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year.
Investing 95
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Adjusted for Risk: Zephyr Announces the Q4 2023 PSN Top Guns
Wealth Management
FEBRUARY 27, 2024
Zephyr PSN Product Manager Nick Williams discuss the growth of SMAs, PSN and PSN Top Guns.
Management 108
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Adjusted for Risk: The 'Father of Fiduciary' on the Evolution of the Fiduciary Framework
Wealth Management
APRIL 2, 2024
The "Father of Fiduciary" Don Trone shares why the fiduciary framework should no longer be the cornerstone of the financial services profession.
Adjusted for Risk: Opportunities Await Advisors to Enhance Client Relationships Through Security and Privacy
Wealth Management
FEBRUARY 20, 2024
BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter.
Clients 103
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Adjusted for Risk: Incorporating Macro Drivers in Investment Decisions with Katherine Krantz
Wealth Management
OCTOBER 3, 2023
Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.
Investing 111
111 
Adjusted for Risk: How Advisors Can Differentiate Themselves Via Retirement Strategies
Wealth Management
MARCH 26, 2024
Dunham Trust's Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.
Retirement 60
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Adjusted for Risk: Powell Speaks and Markets React
Wealth Management
DECEMBER 6, 2022
Zephyr Market Strategist Ryan Nauman recaps the week's headlines, including market reaction to Fed Chair Jerome Powell's recent speech, highlights from the Investment Fuse conference and the college football bowl season.
Marketing 98
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Adjusted for Risk: Following Data Driven Trends and The Role of Managed Futures in an Investment Portfolio
Wealth Management
APRIL 16, 2024
AlphaSimplex's Katy Kaminski describes how the firm uses data to measure where the markets are moving.
Portfolio 114
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Reframing Risk In Retirement As “Over- And Under-Spending” To Better Communicate Decisions To Clients, And Finding “Best Guess” Spending Level
Nerd's Eye View
APRIL 24, 2024
More recently, however, the Monte Carlo "probability of success/failure" framing has attracted some criticism, as it can potentially alter the way that a client perceives risk, leading them to make less-than-ideal decisions. in order to meet all of their goals.
Communication 199
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Adjusted for Risk: Why Is it Important to Close the Gender Gap in Wealth Management?
Wealth Management
MARCH 19, 2024
Stearns Financial Group's Haleh Moddasser discusses the importance of understanding how women investors differ from men.
Research links: bond laddering
Abnormal Returns
APRIL 9, 2024
mailchi.mp) Markets don't like companies who are passive in the face of climate and environmental risks. sciencedaily.com) Research Do private debt funds outperform on a risk-adjusted basis? (citywire.com) Corporate finance Does higher market share drive higher profitability?
Marketing 229
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Adjusted for Risk: AdvisorShares' Noah Hamman Puts a Spotlight on Active ETFs
Wealth Management
JANUARY 10, 2024
AdvisorShares' Noah Hamman provides a wealth of insight into the growing popularity of active ETFs.
105 
Adjusted for Risk: SuperReturn's Dorothy Kelso Shares her Insight into Private Markets
Wealth Management
SEPTEMBER 5, 2023
Dorothy Kelso, brand strategy director and global head of SuperReturn, discusses how the current investment and macro environment are causing headwinds for private markets.
Marketing 112
112 
Adjusted for Risk: The Investment Trends Pictet Asset Management's Gert van der Geer Is Following
Wealth Management
APRIL 5, 2024
Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.
Investing 93
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Adjusted for Risk: Finding The Best Fixed Income Opportunities with Newfleet's David Albrycht
Wealth Management
FEBRUARY 12, 2024
Newfleet Asset Management’s David Albrycht shares insights on the fixed-income sectors he believes are attractive in 2024.
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Adjusted for Risk: What Would Macro Strategist David Ader Do if He Was Fed Chairman?
Wealth Management
JANUARY 25, 2024
Macro strategist David Ader shares his insights regarding the reality of deficits, the end of quantitative easing, the yield curve and more.
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Adjusted for Risk: Despite the Known Benefits and Growth of SMAs, Questions Remain
Wealth Management
OCTOBER 31, 2023
Revisor's Landon Jones and Ethan Dunbar answer hot topic questions regarding separately managed accounts.
Accounting 112
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Adjusted for Risk: Q2 2023 PSN Top Gun Award Winners
Wealth Management
SEPTEMBER 8, 2023
Zephyr announces the second quarter 2023 PSN Top Gun award winners.
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Adjusted for Risk: Trying to Make Sense of The Current Investment Landscape
Wealth Management
OCTOBER 17, 2023
Zephyr Market Strategist Ryan Nauman reviews the current investment environment.
Investing 108
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Adjusted for Risk: Ric Edelman Helps Prepare Us for the Release of Bitcoin Spot ETFs
Wealth Management
DECEMBER 19, 2023
One of the most influential figures in the financial services industry, Ric Edelman discusses the upcoming release of Bitcoin spot ETFs.
Adjusted for Risk: Is Dave Ramsey's 12% Expected Return and 8% Withdrawal Rate Reasonable?
Wealth Management
DECEMBER 11, 2023
Zephyr Market Strategist Ryan Nauman uncovers the truths about these bold and aggressive statements and discusses whether they are realistic.
Marketing 106
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Why Guyton-Klinger Guardrails Are Too Risky For Most Retirees (And How Risk-Based Guardrails Can Help)
Nerd's Eye View
MARCH 27, 2024
Compared to static withdrawal strategies, this approach not only provides an explicit plan for adjustments to keep retirees from spending too much or too little, but also gives retired clients an idea of what spending changes they would need to make if a market downturn were to occur.
Retirement 182
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Adjusted for Risk: How to Prepare for the Great Wealth Transfer and Succession Planning With AI
Wealth Management
NOVEMBER 6, 2023
An insightful conversation on how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.
Planning 111
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How to Give Retirees the Freedom to Spend
Advisor Perspectives
APRIL 29, 2024
My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. Clients need to understand how investment and longevity risk will affect their lifestyle as they make these adjustments to avoid running out of savings.
Retirement 105
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Adjusted for Risk: EPFR's Cameron Brandt on What Economic Factors Are Driving Fund Flows
Wealth Management
DECEMBER 5, 2023
EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.
Economics 102
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Why CLOs Offer the Best Risk-Adjusted Return Among Fixed Income
Advisor Perspectives
OCTOBER 16, 2023
My guest today is here to talk about an asset class that is often misunderstood. It wasn't until recently that all investors had access to collateralized loan obligations (CLOs). Institutional investors have benefitted from the ownership of CLOs for over 25 years, and the asset class has grown to over $1 trillion.
Education 52
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Adjusted for Risk: Henley & Partner's Judi Galst on Residence and Citizenship by Investment
Wealth Management
JULY 24, 2023
Judi Galst of Henly & Partners talks about the increasing demand from Americans to invest in foreign passports to help diversify their mobility options.
Investing 98
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Adjusted for Risk: Miramar Capital's Max Wasserman Opens up About The Fed
Wealth Management
JUNE 20, 2023
Miramar Capital Founder Max Wasserman discusses what the recent Fed actions and comments mean for investors.
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Comments on February House Prices, FHFA: House Prices Up 7.0% YoY
Calculated Risk
APRIL 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.4% Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA). The MoM increase in the seasonally adjusted (SA) Case-Shiller National Index was at 0.41%.
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Adjusted for Risk: How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today
Wealth Management
SEPTEMBER 21, 2023
FutureVault CEO Daniel Kenny and CMO Kristian Borghesan talk all things digital vault technology.
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Adjusted for Risk: EY's Charles Smith On The Trends Impacting Wealth Managers
Wealth Management
JUNE 26, 2023
EY's Charles Smith drops a ton of insight on the trends impacting the practices of financial advisors and wealth managers.
Adjusted for Risk: All Things Equity Hedging With Swan Global's Rob Swan
Wealth Management
MARCH 28, 2023
A look at how financial advisors should go about incorporating hedging in their asset allocations.
Asset Allocation 102
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Adjusted for Risk: Zephyr Announces the 2022 PSN Top Gun Managers of the Decade
Wealth Management
APRIL 4, 2023
It was quite the decade for financial markets and one that will go down in the history books.
Management 94
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Adjusted for Risk: All Things Direct Indexing With Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar
Wealth Management
MARCH 20, 2023
Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar discuss the benefits of outsourcing investment management, and all things direct indexing, including how it's different than SMAs.
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