Up and down the 405

Posting will be light today as I’m currently traveling back up to Los Angeles after a couple of great days in Orange County. I had never spent any time in Laguna/ Dana Point before – now I don’t understand why I don’t live here. Place is sick. Yesterday at the IMN Global Indexing and ETFs…

The Riskalyze Report: How Advisors Handled Brexit

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I…

My Little Trick for Coping with a Correction

Good morning and welcome to the end of civilization as we knew it. Just kidding, but wow – what a stunning development in Europe. Even some of the people who voted for Brexit are telling reporters it was just to vent, they never thought it would actually happen. Welp… Anyway, last August, with the markets…