Tag: Volatility (finance)

NAAIM INVESTOR SHARK TANK SAN DIEGO 2017

NAAIM INVESTOR SHARK TANK SAN DIEGO 2017

A couple months ago, I was selected as a finalist to present our Inverse Volatility Approach to the Investor Shark Tank at the National Association of Active Investment Managers National Conference out in San Diego. While I did not win, the experience was one I will always remember because it gave me the opportunity to present in front of a large […]

FINANCIAL CALCULATORS – MORE HARM THAN GOOD? A DRAINING TALE

FINANCIAL CALCULATORS – MORE HARM THAN GOOD? A DRAINING TALE

I was recently at lunch with one of my long-time clients and her recent college graduate grandson.  We of course were talking about money and no money conversation is complete without a discussion about rates of return.  The grandson brought up the topic of financial calculators and that he had been playing around with them.  […]

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