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

Put a fork in Ireland, and the Gold rally

Looks like bankruptcy might be an inevitable conclusion for Ireland. Professor Morgan Kelly, their top economist said as much too today. (http://bit.ly/9svpX7) Is the government really going to step in and do something about the new spate of residential mortgage foreclosures, after frittering away so much money on banks with commercial mortgages losses? There isContinue reading Put a fork in Ireland, and the Gold rally

Should I be worried about deflation or inflation right now?

It’s so weird out there right now – it seems deflation is happening in some areas, where inflation is happening in others. So no pundit has got it right.  My house is still losing value, and my NYC-LA non-stop plane ticket for Thanksgiving costs 219 usd. Food is more expensive these days, especially produce, andContinue reading Should I be worried about deflation or inflation right now?