Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

As the 12-year bull market stalls, your clients are more interested in risk modeling and management than ever. Advisors want confidence that their recommendations will hold up in turbulent markets.

As another year comes to a close, investors once again face a market defined by volatility and shifting expectations. The past twelve months have reminded us that volatility rarely takes a break — and ...

This is the second article in a three-part series focusing on conditions and volatility in energy and commodity markets. Given recent historic volatility and other macro and industry trends, having ...

Risk-management practices at financial institutions have undergone a quantitative revolution over the past decade or so. Increasingly, financial firms rely on statistical models to measure and manage ...

Diversification doesn't always work as expected, and asset correlations can shift during market stress. In 2008, bonds offset equity losses, but in 2022, stocks and bonds fell together. On paper, ...

On paper, diversification looks simple: Mix stocks, bonds, and maybe a few alternatives to reduce portfolio risk. Unfortunately, diversification is not always enough to create a bulletproof portfolio.