The Importance of Personalization in Investment Strategies

Tune in to hear:

• From Michael’s vantage point, what did he observe during this recent market downturn?
• How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?
• How can we better inoculate people against volatility before it happens?
• During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?
• Why is mean reversion such a powerful force, particularly in US markets in recent years?
• What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?

Links

• Michael Finke on LinkedIn
• The American College of Financial Services

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Compliance Code: 2332-OAT-9/11/2024