market downturn

Are You Worried Yet?

The conversations we have been having with advisors this year have distinctly changed. During the bull market our conversations were focused on either building a practice or planning for retirement. Now the conversations have shifted towards risk management and preparing clients for the next market downturn. There is growing angst that clients expect advisors to…

Buy & Hold is Dead (Again)

Our conversations with emerging advisors, consultants and other advisor services firms suggests to us that a growing number of advisors are choosing a more risk-managed, tactical approach to investment management. Even the most strident supporters of traditional strategic asset allocation strategies find themselves raising cash in turbulent markets while the less religious are searching for…