by Manish Khatta | Jun 10, 2021 | Advisors, Investment Management
It’s a hard truth to face, but the fact is the way many advisors communicate with clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future...
by Jennifer Burton | Mar 25, 2021 | Advisors, Investment Management, Jen
Over the next 10 years, Cerulli estimates more than 111,500 advisors will retire representing more than one-third of the workforce and assets. Frankly, they have been saying this for a long time and much of it is nonsense but let’s play ball. If you have been a...
by Manish Khatta | Dec 11, 2020 | Investment Management
In a recent blog we discussed the perfect record of a breadth thrust in relation to subsequent market gains. Our definition of a breadth thrust is: …when you have an extreme number of stocks advancing, rather than declining over a short period of time. While we have...
by Manish Khatta | Aug 6, 2020 | Investment Management
There are literally hundreds of data points that are injected into our technical trading systems. Each piece of data has its own story. The same data point can be used in a complex trading system as well as a very simple measure of the current market environment. For...
