Section
Risk Management
634 posts
Helping clients build retirement wellness in a longer-life era
Wealth Strategist Ben Rizzuto discusses why today’s advisors must take a more holistic approach to retirement planning that involves non-financial considerations – especially as clients prepare to spend more time in retirement.
Sequence Of Return Risk: The Math That Breaks Retirements
by Lance Roberts, RIA The sequence of return risk is the quiet reason two retirees with identical average…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Stock Market’s Wall of Worry Gets Taller
LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.
October Could Bring New Market Surprises — Here's What to Watch
The macro calendar has cleared, and the real tests are about to begin. In their latest research note,…
Beyond Buffers: The Real Cost of Defined Outcomes
Buffer ETFs have attracted a compelling pitch: participate in equity markets while limiting the downside. With US$89 billion…
Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)
by Lance Roberts, RIA “Math of Loss” is chapter 3 of a 5-part series examining the narratives around…
The AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
The Two-Economy Market
The New Frontier Investment Committee's second-quarter 2026 outlook, "A Market Ahead of Its Economy1,” draws a sharp and…
The Inflation Regime Has Changed. Has Your Portfolio?
HSBC Asset Management's multi-perspective report, "Investing Across a New Inflation Regime1,” marshals a foreword by Stephen D. King,…
Is the Biggest Investing Solution Becoming the Market's Biggest Problem?
Listen on The Move If markets no longer price value, then what's actually setting the price? Raise…
When Did Investors Actually Understand Risk?
A landmark new paper rewrites the history of financial thought.
The Ground Has Shifted: Meketa's Mid-Year Macro Reckoning
What began as a framework organized around four familiar themes has become something considerably more urgent. When Meketa…
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
KKR: The Toolkit Has to Expand
KKR's Henry McVey on what the next investing regime demands from every portfolio