It is a challenge for advisors to accurately measure clients’ risk tolerance level. Currently, advisors often ask a few risk questions in addition to the classic trio – age, income, and assets, to assess the clients’ risk tolerance level. These
The S&P 500 dropped 3.1% and the global stock market dropped 3.3% during the week of 2019/07/29 – 2019/08/02. It was a meaningful drop but nothing dramatic. However, the market is supposed to be on the verge of a regime
How do you monitor the progression of a financial crisis? Our Real-time Risk Monitor helps you visualize what exactly is going on. Like 3D X-ray, its pure factual diagnostics give you crystal clear insights that you don’t get elsewhere. On
In weather forecast, the barometer measures the pressure of the atmosphere, with the high pressure bringing in plenty of sunshine and the low-pressure clouds and rain. Is there a barometer for the financial markets? Actually, there is. It is
Warren Buffet, Fidelity, and Vanguard all tell you to buy and hold because, in the long run, stocks outperform bonds. “But wait a minute, wouldn’t it make sense to get out during market turmoil and get back in?” You are not alone
I commuted to Boston for six years when I worked for Thomson Reuters. Sitting in traffic allowed for plenty of time to contemplate the striking parallels between investing and commuting. So every day I faced the following strategic decisions getting from
As an investor, should you think long run? Absolutely. Many of us save towards a house, children’s education and retirement, which require long-term planning. But does it make sense to make your investment decisions based on 30-year averages for risk
Everyone knows Dow Jones Index and S&P 500 Index, but often not VIX. So what is VIX and why is it good to know? The VIX Volatility Index, also known as the “fear index”, is the implied volatility for the S&P 500 index
Quiz #1 Suppose you invest $100 in a stock that goes down 50% one day and goes up 50% the next day, how much do you have after two days? A.
