Flexible Plan Named A Finalist For SMArtX "Strategist Of The Year"
FPI found that combining actively managed strategies can provide additional portfolio defense and return potential. Recent years show why it matters.
Recent
NovaPoint: Wall Of Worry
Concern over tensions in Ukraine and the impact of inflation and Fed actions in the U.S. have built a wall of worry that markets have yet to climb.
AAMA: Most Clients Don’t Want To Make A Mistake, Here’s What That Means For Advisors
What clients tend to focus on is how they feel as the market ebbs and flows. Does the portfolio’s behavior align with their expectations?
Rareview: Don't React Haphazardly To Fed's Hawkish Pivot
Using our Federal Reserve model, we can “digitally” recreate hundreds of scenarios that are priced into the US interest rate market.
Auour: The Siren's Song Of Low Interest Rates
We sit with a 20% allocation to cash across our strategies, expecting better opportunities to move back into a fully invested position.
iSectors: The Case For Inflation
Powell’s “Hawkish shift” is taken as a sign that inflation will recede. But in 1980, the ten-year rate stayed 5-10% above inflation for four years.
