Financial planning is hard. Stock and bond returns are more correlated and more volatile in the downside than we typically model. Inflation affects everything, and nobody knows how long they will live. In this session, we will discuss these three challenges and illustrate the extent to which clients of financial advisors are concerned about them. This presentation will also highlight the TWO “free lunches” that have been touted by Nobel Prize winners, both of which can add returns while decreasing risk. The two “free lunches” directly address the three big challenges and provide a potentially better way forward for clients.
Learning Objectives:
Upon completion, participants will be able to describe how the three challenges impact client portfolios and client mindsets.
Upon completion, participants will demonstrate a view of the full investable universe
Upon completion, participants will be able to apply the principals of the two “free lunches” to design robust portfolios for clients
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