Today’s Success Story is with Empowered Portfolios. When Empowered Portfolios Chief Investment Officer Michael Hakerem,CFA® began his search for the best in tech, he placed a tall order to enhance his investment Process and Discipline: an integrated system that offered personalized, sophisticated output in less than a minute. As an outsourced chief investment officer and fintechContinue reading Success Story: HiddenLevers Supercharges Empowered Portfolios
Watch it full screen here. With markets taking “fall back” too literally, use these 3 easy HiddenLevers tips will help ease your client’s nerves. 1. Avoid Panic Selling + Instill Confidence First things first, sign into your HiddenLevers account. Don’t have one? Sign up a for a free HiddenLevers trial account and get access toContinue reading 3 Easy Ways To Calm Nervous Clients
After major US equity indices plunged through all three moving averages, it’s getting harder to deny that the five quietest years ever seen in the stock market are now over. With no real catalysts left, the smart money is positioning for the end of this business cycle. – Is a new era of volatility uponContinue reading War Room: Business Cycle Sunset
This past week representatives of the Federal Bank of Atlanta invited HiddenLevers to be included in its Regional Economic Information Network (REIN). The REIN is an extensive outreach program focused on meeting with business leaders to better understand economic trends, opportunities, and challenges. After almost a decade of consistently fresh economic insight by the HiddenLevers economicContinue reading Newest HiddenLevers Fan: The Atlanta Fed
The investor mindset is still overly pre-occupied with the infamous 2008 crash and is a crowd favorite among the HiddenLevers historical almanac scenarios. Ten years later, risk-oriented advisors may be over emphasizing the 2008-09 max drawdown as their benchmark for a garden-variety market haircut, to the detriment of their clientele. 1. How do markets inContinue reading War Room: Financial Crisis PTSD
How HiddenLevers and Orion Help Advisors Grow Relationships Did you know that it costs five times as much to acquire a new client than to retain an existing one? According to the Harvard Business Review, your resources are well spent working not just to gain new clients, but to better satisfy the clients you have. Here at HiddenLevers weContinue reading Your Best Prospect Is Your Current Client
Last month we said it – the Fed is not the bully. But as rate hikes continue, it sucks money out of China and other Emerging Markets into an ever stronger US Dollar. We’ve seen Turkey’s debt downgraded, several Asian currencies tumbling to record lows, and calls for economic war. Rising oil prices alsoContinue reading War Room: Emerging Markets Hangover
“It was unlike any other software we’d seen before,” said Avisen Chief Operating Officer Michelle Kessel-Harbart. When Avisen first heard of HiddenLevers, the firm immediately saw the potential of using HiddenLevers to optimize its practice. Avisen was blown away by HiddenLevers core offerings such as stress testing and the Hello-to-Close workflow, but the Cash FlowContinue reading Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis
It’s 2020, Robin logs into the CRM and views 15 new leads from last night. The company just launched their latest digital portal that helps HNW clients and advisors to visualize the risk in their current products. Robin looks at the portfolios and logs into the firm’s AI big data solution to make sure theContinue reading The Death of a Wholesaler
World Cup isn’t the only arena in which top contenders are being humbled. The US is dominating the economic scene right now, and its intimidating stance is leaving other regions diminished. 1. What’s behind the EM currency flight? 2. Is Europe even relevant now? 3. Could trade tensions pop China’s debt bubble? Take a lookContinue reading War Room: US as Bully?
Hanson McClain Advisors (Hanson McClain), a registered investment advisory firm with over $2 billion assets under management, has over 20 years of client-focused investment management and financial planning. Although Hanson McClain successfully built a book of business through its client-centric approach, they struggled with effectively communicating investment risk with their clients. That’s why whenContinue reading Hanson McClain Wins Big with Stress Testing
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
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
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
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