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
The bitcoin craze is taking us into uncharted waters and unregulated digital money is fighting to replace government-backed money. While we are constantly bombarded by cryptocurrency news, the Euro and British Pound have staged a comeback. – Do cryptocurrencies have value? – How have other currencies performed during bitcoin’s rise? – Can a bitcoin crash takeContinue reading War Room: Bitcoin – Con or Currency?
We work with some of the best financial advisors in the world. Thank you, Michael, for the great feedback. Today’s spotlight shines on… Michael Carlin, from Henry + Horne Wealth Management Q. How did you get started with HiddenLevers? In my search for portfolio management tools, Hidden Levers came up as a viable possibility. After myContinue reading Spotlight on Subscribers: A Real Differentiation Tool
We hear from our advisors, “I’d like to make HiddenLevers a part of every prospect meeting, but I’m not sure how.” You know the basics, but you’d like to be a master. In this session, discover how to use various HiddenLevers features to show your prospects why your recommendations better suit their financial goals andContinue reading HiddenLevers Mastermind: Tools to Wow Your Prospects in 2018
We hear from our advisors, “I’d like to make HiddenLevers a part of every prospect meeting, but I’m not sure how.” You know the basics, but you’d like to be a master. In the Mastermind Sessions, we discuss tips, tricks, and proven best practices from top producing advisors to help you get the most out of HiddenLevers.Continue reading Mastermind Series Recap (Session 3): Tools to Wow Your Prospects With in 2018
The US housing rebound since the 2008 crisis times seems unending, fueled by rising tech incomes and foreign money. But if the tax plan now in Congress passes, it may derail that epic rise. – What is driving US home prices now? – How will the end of state tax deductions impact real estate values?Continue reading War Room Recap – US Coastal Exodus
Why use HiddenLevers in every client-facing meeting? There is no better way to visually demonstrate the investment choices you are making. Visualize risk/reward trade-offs, get their buy-in, and encourage transparency. Session #2 – Using HiddenLevers with Current Clients, Not Just Prospects Learn what to do when a client’s risk tolerance doesn’t match their income needs and goals,Continue reading HiddenLevers Mastermind: Using HiddenLevers with Current Clients, Not Just Prospects
Why use HiddenLevers in every client-facing meeting? There is just no better way to visually demonstrate the investment choices you are making. Visualize risk/reward trade-offs, get their buy-in, and encourage transparency. Session #2 – Using HiddenLevers with Current Clients, Not Just Prospects Learn what to do when a client’s risk tolerance doesn’t match their income needsContinue reading Mastermind Series Recap (Session 2): Using HiddenLevers with Current Clients, Not Just Prospects
HiddenLevers is releasing two new modules for our Investment Proposals, closing the gap between traditional portfolio analytics and our next-gen stress testing. These pages were suggested by users who wanted to terminate their Morningstar subscription and keep only HiddenLevers. Fixed Income Analysis- For individual bond CUSIPs and fixed income funds, learn the type, term, rating,Continue reading New Feature: Fixed Income + Geographic Analysis