5 Things To Start, Stop, And Keep Doing With Your Financial Practice In 2018

The New Year traditionally brings resolutions, some of which actually will be kept. Financial advisors should go beyond promising to lose weight and work out more to think about ways to build their business. Here are some suggestions:

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Posted in Marketing, Marketing Strategies, Risk, Financial Planning, Downside Risk, Social Security Benefits, Retirement Planning

Investors Chronicle article features Ron Piccinini, PhD

Investors Chronicle published an article, "Does fortune favour the bold?" by  on July 27, 2017.

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Posted in Risk, SmartRisk, portfolio risk, Downside Risk, Investors Chronicle

Why financial advisors never really used beta, and why they are right

By Ron Piccinini, PhDDirector of Product Development

How can you tell if someone went to Harvard? They will tell you within five minutes of meeting them, as the popular joke goes. Similarly, ask any freshly-minted finance MBA or CFA candidate about portfolio construction, and chances are high that you will hear about ‘beta’ in pretty short order. As most advisors know, beta is the key statistic in Modern Portfolio Theory (MPT), and has something to do with the volatility of a stock or asset

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Posted in Risk, SmartRisk, Beta, Ron Piccinini, PhD, Downside Risk