Category: Updates

eNVESTOLOGY Update (Webinar Replay – June 19, 2019)

Replay of the June 19, 2019 Webinar

In this webinar, we do a deep dive into what eNVESTOLOGY is all about. We also cover the current economic and market environment and how portfolios are created.

In addition, we cover:

What Advisor Crafted and Technology Enhanced actually meansOur Economic and Market OutlookPersonalized...

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Understanding Volatility

Volatility, measured by the CBOE VIX Index has recently shown a significant uptick. But, what is the VIX and why is it important?

The Chicago Board of Options Exchange defines the VIX Index as:
 A calculation designed to produce a measure of constant, 30-day expected volatility of the U.S. stock market,...

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Market Complexion Changing

Let’s agree that It has been a wild 2 weeks for stocks. The question is: how are you dealing with it?

The S&P 500 is now down just about 9% from the high – and this week alone dropped more than 5%.  With that said, indiscriminate selling that we saw last...

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Janus Henderson Knowledge Shared

We recently participated in a panel discussion with:

Bill Gross – The “Bond King”
Myron Scholes – Noble Prize Winner, Janus’ Asset Allocation Strategist
Alex Crooke – Leads Global Income Investing
George Maris – Concentrated Global Investor ( Go Anywhere Best Ideas Investors)

Below are the notes and key takeaways from that...

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eNVESTOLOGY Launch Party (Replay)

We explored many aspects of this exciting program and focused on how this is different from the traditional set-it and forget-it robo-advice. Take some time to watch as we covered a good amount of ground.

Some of the things that you will learn about:

What Advisor Crafted and Technology Enhanced actually...

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