A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.
As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!
This...
Included in this issue:
Included in this issue:
A concentrated stock...
If you are a financial advisor, you need to be aware of reverse churning. This little-understood...
A diversification risk rating gives an idea of the true diversification of a portfolio. This...
Included in this issue:
A tail event risk rating gives an idea of how vulnerable a portfolio would be in the rare event...
A volatility risk rating gives an idea of how vulnerable a portfolio is to systematic risk i.e....
