HiddenLevers provides you with risk management, client presentation, and now retirement analysis. With our newest feature, Cash Flow Analysis, we created a new way to present potential risks of your prospect + client’s financial plans. Check out the replay of this month’s Mastermind as David + Jeff walk through: 1. Why we decided toContinue reading HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows
How you relate and interact with your clients plays a large role in client loyalty and retentions. Your clients want an advisor that cares about their wants and needs, as well as someone they can trust. (I mean you are managing their money) The moment your clients don’t feel the love, they’ll leave to findContinue reading How to Avoid Client-Advisor Heartbreak
From policy makers to portfolio managers, the search for inflation is no longer coming up empty. Annual CPI stands around 2.5%, up from stated comfort levels. Oil prices are above 80 usd and investors are starting to sweat. If the Fed reigns in inflation, there is sure to be collateral damage. – Why is the Fed lettingContinue reading WarRoom Recap: Sweating Inflation?
Millennials are on track to receive $30 trillion in inheritance alone in the next decade or so, yet only 30% of financial advisors are actively prospecting this demographic. What’s preventing you from tapping into such a large market of potential clients? My guess is the difficulty you may face trying to market to them. WhenContinue reading 3 Ways Financial Advisors Can Win Millennial Business
When it comes to engaging with prospects your brand of service is your unique, competitive advantage. But with changing times technology has become the center of many firms. Using the right software has become increasingly important, and financial softwares like HiddenLevers and Redtail can help amplify your competitive edge to win new business. With HiddenLeversContinue reading Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business
HiddenLevers Mastermind Session – SMAs, Options, Structured Notes from hiddenlevers on Vimeo. Many Advisors use HiddenLevers to model risk + return for stocks and bonds, but did you know, we can also help model nearly any type of asset class from options to structured products to alts to non-marketable securities. In our recent Mastermind session, co-hostsContinue reading HiddenLevers Models Complex Investments
Since the Financial Crisis, there has been one constant in the capital markets – an accommodative central bank and low interest rates. Today those days are starting feel long in the tooth. The 10-year treasury crested past 3% in April and investors expect a more hawkish Fed president to move away from the easy moneyContinue reading Hawks on the Horizon
Curious about the ins and outs of it all? Check out the New Fed Hawks War Room above. I. The Skinny: New Fed Hawks – Why Ripe? 2018: New Fed chair, rising volatility, and the flattest yield curve in a decade. The Fed is back in the spotlight as it deals with short-term rates exceedingContinue reading War Room Recap: New Fed Hawks
Here at HiddenLevers we’re continuously updating and releasing new features to help advisors. This year we’ve released new analytics, an Investor Policy Statement, and Structured Note support. What Is the Survey Tracker? Survey Tracking—our latest feature—is yet another utensil in our Advisors’ tool box. With all your prospects + clients it can be difficult toContinue reading Fresh Feature: Survey Tracking
Lately the FAANG gang (Facebook, Apple, Amazon, Netflix, Google) is feeling the brunt of the market. With public mistrust and regulatory scrutiny threatening their freedom, serious risks loom for the FAANGs. But are these price shocks company-specific or a macro issue? Within HiddenLevers, the Tech Bubble scenario lets us explore how these macro conditions affectContinue reading FAANGs for the Memories
You can’t just ignore current market realities when courting new clients. In this Mastermind session, we tackled the popular feature – customizable risk-forward proposals. Our proposal system is the perfect presentation tool to win over a prospect or replace your current quarterly performance report. From stress test results to sector analysis to fees analysis, the proposal bundlesContinue reading Markets getting weird. Do your proposals address that?
Let’s face it – it’s China in Trump’s cross-hairs, not Europe. The Administration is targeting Chinese high-tech, apparel, and investments into the USA – far more precise moves than the blanket tariffs on industrial metals proposed earlier. Still, the euphoria from tax cuts is getting replaced by fear due to protectionist rhetoric, which the ChineseContinue reading War Room: Trade War
The Federal Reserve released the details for its 2018 Stress Test. It’s not pretty. They’re simulating a 65% drop to the equities market and a deep recession rather than their usual 50% drop. As a part of the Dodd-Frank Act, “Too Big to Fail” banks must perform stress tests on their assets to make sureContinue reading The Fed Introduced It’s 2018 Stress Test, and It’s Bad
With these market conditions, there’s no better time to evaluate how you are going to make sure your clients are prepared and well informed. Continue reading How to Make Market Volatility a Growth Opportunity
HiddenLevers Mastermind Session: Top FAQs of HiddenLevers from hiddenlevers on Vimeo. Get ready for another amazing HiddenLevers Mastermind Session (literally the hottest thing since sliced bread). In this episode, we gathered the most frequently asked questions our advisors hadabout HiddenLevers. Your hosts, Jeff + David, will dive into each question and give you theContinue reading HiddenLevers Mastermind: Top FAQs of HiddenLevers
We work with some of the best financial advisors in the world. Today’s spotlight shines on Trust Point Advisors How did you get started with HiddenLevers? Trust Point’s goal was to find a portfolio risk management platform to help our investment team identify unforeseen risks in our client portfolios. When clients decide to work with us,Continue reading Subscriber Spotlight: Peace of Mind
Predicting China’s economic collapse is a popular contrarian pastime, but not a productive one. It’s true that her manufacturing days are dwindling and her addiction to credit begs for a collapse in asset values. But, it just hasn’t happened and talk of China trumping the isolationist US is now commonplace. – Is a China debtContinue reading WarRoom Recap: China Eats World
Did the recent market plunge have your clients worried and stressed? Your clients and models should be prepared and HiddenLevers can help. In this session we’ll cover: How to discuss risk and volatility with your clients How to make model changes to combat our current volatile environment Stress testing for various potential 2018 outcomes YourContinue reading HiddenLevers Mastermind: Preparing Your Clients and Models for Volatility
Increasing wages, rising rates, and looming inflation have caused a shakeup in the markets, but investors shouldn’t fret. When should investors panic about inflation and rising rates? At HiddenLevers we analyze a wide range of forward-looking economic scenarios, and many of our users have long been interested in modeling the impact of rising rates. AsContinue reading Wage Inflation – Time to Panic Yet?
Current CAPE levels are at the high end, but rising earnings and 2008 earnings dropping out of CAPE could enable the market to keep rising. The US economy is riding into 2018 on a high. Fueled by low interest rates and low inflation, markets continue to make a historic rise. Unemployment is at its lowestContinue reading Scenario Pulse Check: S&P Valuations