Spotlight Subscriber: Truly Unique Strategies

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

New Feature: Style + Sector Analysis

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

Spotlight on Subscribers: A Client Friendly Tool

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

HiddenLevers Perspective: Economic Levers

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

The Spotlight is on HiddenLevers

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

New Feature: Single Portfolio Proposal Report

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

Guest Blog – Risky Business: Why Financial Advisors Need to Discuss Risk

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

War Room Recap: Do Conflicts Impact Markets?

  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?

Spotlight on Subscribers: Help Clients Understand Risk

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

WarRoom Recap: Do Interest Rates Matter?

  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?

Oops! – TrumpCare Might Accidentally Give Us Universal Healthcare

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

HiddenLevers Perspective: Best Practices in Client Retention

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

Spotlight on Subscribers: Illustrating Your Value

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