Financial Advisors: Immunize Business Risk from Bear Markets & Inflation Regimes

by Return Stacked® Portfolio Solutions | Nov 7, 2023 | All Weather Stacker, Article, Diversification Stacker, Practice Management, Video

Financial Advisors: Immunize Business Risk from Bear Markets & Inflation Regimes Overview Financial advisors face multiple risks tied to market cycles that can impact their personal finances and business stability. In this article, we’ll explore a portfolio...

Cash Drag, Liquidity Needs, and Return Stacking

by Return Stacked® Portfolio Solutions | Oct 11, 2023 | Article, Practice Management, Video

Cash Drag, Liquidity Needs, and Return Stacking Overview Cash can be an important tool for asset managers, advisors, and individuals alike. Holding too much cash on hand for too long, however, can lead to cash drag. In this article we explore how capital efficient...

If You’re a Successful Financial Advisor You Got LUCKY

by Return Stacked® Portfolio Solutions | Sep 27, 2023 | Practice Management, Video

If You’re a Successful Financial Advisor You Got LUCKY Overview In this video we discuss the business risk faced by financial advisors from tracking error risk and line item risk. Use the example of the SocGen Trend Index to illustrate the challenges of adding...

The Key Business Risk Metric I Use Financial Advisors Don’t

by Return Stacked® Portfolio Solutions | Sep 22, 2023 | Practice Management, Video

The Key Business Risk Metric I Use Financial Advisors Don’t Overview In this video, I discuss a key metric that is crucial for managing the risk of an asset management firm and is highly relevant for financial advisors as well. I introduce the concept of the...