Tag: Modern Portfolio Theory

Choosing Between a Financial Advisor and a Robo Advisor

In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....

Client Expectations Matter!

Dr. Harry Markowitz won a Nobel Prize for his pioneering quantitative research and economic theories. He is credited with developing much of the intellectual framework...

Obscured Risk Associated with Hedging

This article is a continuation of my remarks begun last week. The central points were: There are many ways one can be wrong when hedging...

Hedging – A Protection From Losses?

This article serves as an introduction, and to establish context for remarks over my next two articles. James “Jamie” Dimon is the current chairman, president and chief executive officer...

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