Risk has always been present for investors. It used to be that a diversified stock and bond portfolio was usually enough to protect clients from the worst of the financial markets and global economy. As clients aged or grew more conservative, balanced accounts were easily adjusted by shifting money from stocks to bonds. But we live in a different age where bonds can be as risky, and even riskier than stocks.
February 18, 2021 10:02 AM Eastern Standard Time
San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer,...
In the past 100 days, the stock market has advanced about 22%. This return is so extraordinary...
When Howard Marks speaks, it pays to listen. The chairman of Oaktree Capital recently sat for a...
Steven M. Sears, StratiFi’s chief investment officer, recently focused on some of the key...
“The investor’s chief problem – even his worst enemy – is likely to be himself.” – Benjamin Graham
San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer,...
San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer,...
