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
Let me address the elephant in the room, why are interest rates on the rise? Two weeks ago the Fed announced its nuclear option; round 2 of quantitative easing. On paper this plan seems fool proof. However, the Fed forgot to check its math. It failed to take into account how China and Japan haveContinue reading Fed action fails to take into account Japan + China front running
Chevron (CVX) announced its purchase of natural gas producer Atlas Energy (ATLS) in a deal worth $4.3 billion, which includes cash, stock and debt. Natural gas has been in a bear market for some time, and has been abysmal compared to the run-up in other commodities. So I was surprised that Chevron would bother makingContinue reading Kudos to Chevron, Atlas Energy is a nice pick-up
Steve Ballmer and Bill Gates, the heads of Microsoft, confirmed they are selling over a billion dollars each of Microsoft stock. A sale of 75 million shares is not a year-end tax planning strategy. It’s a tacit admission that he doesn’t believe in the dream anymore. I’m not too cynical, but when Steve-o makes statementsContinue reading Heads of Microsoft heading out of Microsoft
Time to take those profits you made in Gold and Silver off the table. Multiple factors are all pointing in the direction of a correction on metals, including currency movements. (1) We hit new highs today on Gold and Silver, but then didn’t finish at those highs. (2) The dollar is hitting double bottom, whichContinue reading Me thinks it’s time to take profits in Gold
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
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?
Central bankers in Asia feel double-crossed by the Fed’s plans for quantitative easing. A few weeks after G20 member pledges not to devalue currencies in order to spur growth, the United States is doing just that. Even more worrisome are the fears of surging capital inflows into emerging markets causing bubbles to develop in severalContinue reading Asia and quantitative easing
Ford led the way for the US auto industry as it proved there’s still a pulse in Detroit. F should continue to be a performer as US auto sales look to rebound along with the economy as a whole. Check out F and US Auto Sales over the past year, a truly memorable synchronized swimmingContinue reading Ford leads as Auto Sales improve