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Capital Markets Review for Financial Advisors

Submitted by Optimal Advisor Solutions on October 24th, 2017

Many Financial Advisors are looked to by their clients to explain market conditions.  Here is a slideshare that may be useful to distill into a high level explanation to your clients.

see slideshare now

 

Tags:
  • capital
  • economy
  • equity
  • financial advisor
  • fixed income
  • markets
  • Read more

Nobel in Economics Is Awarded to Richard Thaler

Submitted by Optimal Advisor Solutions on October 12th, 2017

Professor Thaler 's prestigious award aligns with our experiences with investors.  We deliver disciplined, endowment-style investment strategies precisely because of investor's innate behavioral tendencies he identified.  **JB**

By BINYAMIN APPELBAUM

OCT. 9, 2017

Tags:
  • behavioral economics
  • economics
  • human nature
  • investor
  • investor behavior
  • irrational
  • markets
  • Read more

Get Used to Bond Market Tantrums

Submitted by Optimal Advisor Solutions on July 19th, 2017

Interesting insights into monetary policy reversals and related market affects..."the Bond markets aren't happy."  **JB*

Read the Bloomberg article here

 

 

Tags:
  • bonds
  • hedge
  • markets
  • monetary policy
  • portfolio diversification

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