How can you shield portfolios if revolution spreads to Saudi Arabia?
How can you identify the investments most likely to profit from Japan’s rebuilding effort?
Analyzing economic trends and scenarios could help you profit from them. But you need the right tools.
At this webinar, you’ll find out about a new web-based tool that allows advisors to connect big-picture economic factors with industries and investments. You’ll learn how to:
Guest speaker Raj Udeshi is co-founder of HiddenLevers, a financial technology company based in New York City that enables advisors to show how different economic scenarios can impact a specific portfolio or generate tactical strategies based on economic forecast.
Register to be a HiddenLevers Beta tester.
This webinar is approved for IMCA® CE credit.
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The service is one that I have looked for before. Bringing Macro Economic data to a single point of reference and being able to see it concisely presented is excellent.
The presentation was informative but choppy.
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Excellent presentation and really amazing product! I signed up while on the webinar. Great stuff!
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This is one of the most interesting tools I have ever seen. However, the speaker was all over the place. In future presentations, I would recommend building an 80/20 portfolio with a minimum of 8 ETFs or Mutual Funds prior to launching simulation.
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Glad you are doing these. Each one offers real opportunities to decide what is important to our practicce management
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Very interesting. I wish we had more time.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
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