Results for "volatility"

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How often should an advisor rebalance ETF portfolios?

October 10, 2019

Periodic portfolio rebalancing is an accepted and recommended tool in modern financial planning. Its purpose, of course, is to maintain the allocation that an advisor and client determine to be optimal in reaching agreed-upon investment goals....

Discussing volatility with clients — with a twist

May 20, 2019

Having filled out several risk profiles over the years, I've found they share one characteristic in common: They really don't measure how I feel about losing money on my investments. I understand why advisers must quantify an investor's appetite...

Financial advisers unfazed by a possible Donald Trump presidency

May 9, 2016

For clients who are thinking of rearranging their portfolios in advance of a possible Donald Trump presidency, advisers have quick retort: That's for losers. Although Mr. Trump is not the odds-on-favorite to beat Democratic front-runner Hillary...

Lo: Building a better way to manage risk

June 18, 2012

MIT's Andrew Lo discusses the appraoch he takes to managing risk, and talks about how the "efficient market hypothesis" led to his "adaptive markets" theory.

Kessler: Making the case for U.S. Treasuries

March 19, 2012

Bond manager Robert Kessler, founder and CEO of The Kessler Companies, explains why investors should not shun U.S. Treasuries despite their slump.

Lo: Risk allocation reduces volatility surprises

March 9, 2012

Andrew Lo, founder and chairman of AlphaSimplex Group and professor of finance at MIT Sloan School of Management, discusses how investors can reduce the surprises in risk through asset allocation.


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