Finally, after years of waiting, the economy is starting to show signs of significant inflation. Powell seems to have little concern with inverting the yield curve and even more pundits are pointing to a market correction. On the opposite end, some financial pundits are painting a different narrative. One where the Fed ignores its 2.0%Continue reading War Room Recap: Sweating Inflation
Millennials are on track to receive $30 trillion in inheritance alone in the next decade or so, yet only 30% of financial advisors are actively prospecting this demographic. What’s preventing you from tapping into such a large market of potential clients? My guess is the difficulty you may face trying to market to them. WhenContinue reading 3 Ways Financial Advisors Can Win Millennial Business
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
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
HiddenLevers has just added coverage for all 845 ETFs trading on the NYSE, NASDAQ, and AMEX! Now investors can perform Scenario Analysis on portfolios including ETFs, and research ETFs by exposure to all of HiddenLevers’ scenarios and levers. Adding ETFs also brings quite a few fixed income instruments into the universe of coverage at HiddenLevers.Continue reading 845 ETFs added to HiddenLevers
HiddenLevers.com is proud to announce its first beta release with loads of new features: Twelve scenarios covering a wide variety of macro-economic and geopolitical outcomes are now available, and the ability to build your own Scenarios is coming soon! Use the Scenario View to find investments that benefit under each scenario, and to understand exactlyContinue reading HiddenLevers Beta Is Live!
What is HiddenLevers.com? HiddenLevers provides you with information on different macroeconomic factors (levers), and ties that information back to its effects on individual companies and industries. HiddenLevers strives to: Show you the potential risks in your portfolio by enabling you to quickly visualize the impact of different economic factors (levers) on your investments. Give youContinue reading What is HiddenLevers?