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When exuberance turns irrational, it's time to either move to the sidelines or adjust your allocation. Timing is key. Financial research reveals five metrics to watch that can help you manage your bubble risk and make that crucial exit/hedge decision.
Does beta have any practical value for constructing and managing real-world portfolios? Can it predict risk and return during periods of large price swings? Yes and yes, a new study finds. Actively investing with beta can outperform a passive investing strategy and help you beat back the black swans.
What if the bell curve no longer bulged? Portfolios have been built on assumptions that often do not ring true, contends this advisor, who believes historical probabilities are becoming less probable than before.
Market efficiency and modern portfolio theory are under siege once again, but they are still the foundation of intelligent money management.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024