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Gaining Perspective

Aug 22, 2019

According to Morningstar, in the first four months of the year, funds trying to mitigate risk raised nearly $10 billion. My guest today will explain how his firm combined quality with low volatility in a suite of three funds that were launched very recently. Indeed, this approach can be seen as the “next evolution of...


Aug 4, 2019

For long periods in the past, the best VC firms had spectacular returns, as their outside investors or “limited partners” participated in the emergence of great companies such as Intel, Microsoft, Apple, and Amazon. But, going forward, can VC investors expect the same returns? Or are we in a new era of lower...


Aug 3, 2019

Is there a plan? Is it still working? How are we doing, and are we going to be okay? What are we missing, either as opportunity or risk? What’s most urgent? When starting a client relationship, how can you and your clients agree on which of these questions (translated to their life circumstances) you can help them...


Aug 2, 2019

A proper education is an essential start to a financial advisor’s career. That education can and should encompass the multiple dimensions of skills that an advisor must master: technical competency (financial planning, portfolio construction, risk management), practice management (operations, technology, business...


Aug 1, 2019

Recently, a client came to Allan Roth with a net worth well over $10 million. He had enough money to support his family’s desired lifestyle for the rest of their lives, but not so much that he could withstand a large loss without cutting back substantially. Yet this client owned more than 130% in risky assets, meaning...