Video: Learn About Portfolio Crash Testing in 4 Minutes
Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one...Read More
5 Things You Can Do Right Now to Be a Better Financial Advisor
How can one excel above the competition as an advisor? Here are five things you can start doing right now to become a better financial advisor and in turn grow...Read More
How to adjust your client’s investment goals and risk tolerance for an ideal portfolio
Risk in itself is neither good nor bad, but it is extremely important that you understand what risk and how much of it you are taking. As advisors are adopting...Read More
Manage Your Client’s Risk and Perception Of It (Video)
We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client...Read More
Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.
3 Advantages of Stress Testing vs. Traditional Risk Measures
Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods of financial crises. The financial crises scenarios are modeled and may include historical events (e.g. 2008-like scenario) and events that we have not observed yet.