We work with some of the best financial advisors in the world. Thank you, Robert, for the great feedback. Today’s spotlight shines on… Robert Ruggirello, from Brave Eagle Wealth Management Q. How did you get started with HiddenLevers? We were searching for a stress testing platform to provide a non-biased third party view of the drawdown risk in ourContinue reading Spotlight Subscriber: Truly Unique Strategies
Harvey. Sandy. Katrina. Andrew. Whatever the long-term impacts of climate change, it’s hurricanes and floods that get the most press. While this summer’s storms in the US and South Asia haven’t yet perturbed markets, investors do have assets at stake and concerns to address: – At what point do natural disasters impact markets? – WhyContinue reading War Room Recap: Climate + Disasters
We’re excited to release the next expansion of our Proposal report, which includes three new analysis sections. The Style, Sector, and Market Cap pages are now available for anyone with the Proposal feature. These sections can be added to your proposal through the Proposal Settings page. Here you can customize the proposal in many ways including settingContinue reading New Feature: Style + Sector Analysis
We work with some of the best financial advisors in the world. Thank you Richard for the great feedback. Today’s spotlight shines on… Richard Oring, from New Century Financial Group Q. How did you get started with HiddenLevers? I discovered HiddenLevers when I got frustrated by the current software I was using to measure risk. The softwareContinue reading Spotlight on Subscribers: A Client Friendly Tool
In HiddenLevers, you can run economic what-if simulations on investments. For example, how would a Conservative Model perform if Oil prices double or the Fed unwinds its balance sheet? In addition to our built-in simulations, interactive stress testing allows you to create custom economic scenarios and adjust various economic indicators (levers). In this HiddenLevers Perspective,Continue reading HiddenLevers Perspective: Economic Levers
HiddenLevers is usually the one shining the spotlight on our users, but this week the spotlight is shining on HiddenLevers’ co-founder Praveen Ghanta. He was recently interviewed by Manish Khatta, of Potomac Fund Management, after HiddenLevers was chosen to power their client proposal system. After two years of failed attempts with various providers, Potomac finallyContinue reading The Spotlight is on HiddenLevers
Amazon buying Whole Foods is more proof that a handful of mega-cap tech companies are toppling retail. Legacy big box stores are desperately trying to play catch-up in e-commerce, and sector consolidation will leave only a few players in control. It’s not just retail either – it’s every sector. Is the retail sector inContinue reading War Room Recap: End of Retail
The HiddenLevers proposal report now supports both single and double portfolio proposals. It is available now as an add-on feature in HiddenLevers. See a video demonstration here: The single portfolio proposal is helpful if you don’t have or need a prospect’s current holdings. It can also be used to create presentations for individual models. IfContinue reading New Feature: Single Portfolio Proposal Report
The Fed wants out of its bloated balance sheet. If it doesn’t create space to maneuver, how will the Fed fight the next crisis? Easy money is creating inflationary pressure, and all the future “positives” – GDP growth above 3%, tax cuts coming to fruition, long-term unemployed coming back into the job market – likelyContinue reading War Room Recap: Fed Unwinding
HiddenLevers now allows you to email a risk survey to a client directly from the software and incorporate your firm’s branding, see a video demonstration here: See a step-by-step instructional guide in our Knowledge Base. The branded risk survey email is another way to use HiddenLevers to engage with your clients and prospects about riskContinue reading Product Update: Branded Risk Survey
Today, we welcome a guest blog post from Potomac Fund Management’s Manish Khatta, President + Portfolio Manager (www.potomacfund.com). As an asset management firm for independent financial advisors, Potomac is another firm that believes risk isn’t just a sexy buzz term but is something that your firm should be considering very carefully! Thank you, Manish, forContinue reading Guest Blog – Risky Business: Why Financial Advisors Need to Discuss Risk
HiddenLevers has released a new portfolio editor that displays live risk and allocation statistics as you are building a portfolio or model. See a video demonstration here: If you want a step-by-step demonstration, visit our knowledge base article HERE.
Despite dire headlines, the powder kegs of North Korea and Syria have had zero market impact. Government rhetoric and policy reversals have not cratered equities, and fixed income yields are processing domestic concerns like Fed action and tax reform. Still, headline risks are worth addressing, to separate the humanitarian and market impact of war.Continue reading War Room Recap: Do Conflicts Impact Markets?
We work with some of the best financial advisors in the world. Thank you David for the great feedback. Today’s spotlight shines on… David Clayman from Twelve Points Wealth Q. How did your team get started with HiddenLevers? A: We got started with HiddenLevers after seeing the product demonstrated at the TD Ameritrade LINC conferenceContinue reading Spotlight on Subscribers: Help Clients Understand Risk
Watch the video below to see the new client workflow in action: You can also read our step-by-step article about onboarding clients HERE. Finally, you can try HiddenLevers for free with a Demo Account.
This month the HiddenLevers team will be discussing Rising Rates and exploring why it’s important to look beyond the Federal Funds Rate. Here are some pressing questions we will address: How vulnerable are Fixed Income investments to changes in interest rates right now? Do rate hikes really impact the performance of the stock marketContinue reading WarRoom Recap: Do Interest Rates Matter?
While the CBO and outside healthcare analysts have been in overdrive commenting on the new GOP health plan, it appears that some key points have been lost in the noise. Whether on Medicaid, total enrollment, or tax credits, it seems that many analysts overlook the large-scale implications of the bill. As written, the AHCA has the potential to be transformativeContinue reading Oops! – TrumpCare Might Accidentally Give Us Universal Healthcare
With the advent of robo-advisors and discount financial advice, advisors are under more pressure than ever to illustrate their value to retain clients. HiddenLevers has always viewed itself as an advocate for financial advisors. Despite the headlines, we understand that technology cannot replace human interaction. So, we pooled together our thoughts from countless hours ofContinue reading HiddenLevers Perspective: Best Practices in Client Retention
We work with some of the best financial advisors in the world. Thank you David for the great feedback. Today’s spotlight shines on… David Ortiz from The Financial Chef Q. What initially drew you to HiddenLevers? A. I found HiddenLevers because my practice is based on risk management, and I liked HiddenLevers because it was aContinue reading Spotlight on Subscribers: Illustrating Your Value