Comparing Tradestops vs SmartStops

There are a number of key differences between SmartStops.net and Tradestops.com.  In fact, one of our subscribers after using Tradestops for awhile, told us –  “you get us out much sooner then Tradestops”.   Here are some of the key comparisons: 1. Recently, a lot of “marketing claims” are being made by Tradestops who joined the Agora Financial group that should be carefully examined.   It is very easy to cherry pick or fix up...

The 6 Biggest Mistakes Ordinary Investors Make

“What’s the biggest threat to achieving financial independence?  Your own brain!”   Nobel-winning prize theory and research from psychologists (Kanheman & Tversky)  led to the beginnings of what is now called behavioral finance, with Thaler bringing that into the mainstream. The basis in “rational” vs. “irrational” behavior and analysis could not be more important – “that human reason...

Aviva finds sell-side research to be flawed – October 2017

Survey of 342 analysts by Aviva Investors found sell-side research to be flawed, short term and incomplete. “Sell-side research has a significant influence on investors’ decision-making. But our study shows this research is often flawed,” wrote Euan Munro, CEO of Aviva Investors. “Analysts want to write long-term, in-depth research but in many cases, do not feel incentivised to do so or to incorporate sustainability issues into their work....

Why Protect? Limits of Diversification from State Street

Great white paper by State Street Global Advisors that highlights the limits of diversification and the importance of risk protection:    “Good downside protection can benefit portfolios in several ways. Studies, such as that by Bhansali and Davis (2010), have shown that downside protection strategies can boost total portfolio profitability since an effectively hedged portfolio allows for a more growth oriented asset allocation.”   ...

Wealth management’s future in 3 words

“There are serious consequences for firms that do not embrace the latest tech tools…” says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.  “All financial advisors must implement digital tools in their practice or they will lose clients to competitors”. “I have three words for you. Choose, use or lose” said Keough, speaking at SourceMedia’s In|Vest conference in New York. “First, we...