'It's shocking to people to find out that the one thing that they think their advisor is trained on, they've never been taught—and that is, how to construct and measure risk in a portfolio,' the Plano, Texas-based RIA argues in his new book.
Markets broadly see Trump as the likely winner of the 2020 presidential election, but the president's approval rating has been sliding in crucial battleground states.
Traders are taking cover.
The likes of JPMorgan Chase & Co., UBS Wealth Management and Sanford C. Bernstein have written off U.K. shares from their investment playbooks until there’s more political clarity.
The average portfolio—one made up of 60% stocks and 40% bonds—is not built to weather new market realities.