KMLM provides exposure to macro trends, price volatility, and environments where traditional assets struggle. Read more here.

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

I'm a 65-year-old preparing for retirement within the next three to five years. I'm looking at different types of retirement ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

Wealth managers often rely on risk scores to determine clients' asset allocations — a system that some researchers say is broken. Of all the numbers involved in financial planning, only one has the ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

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Copying a friend's investment strategy ignores individual constraints like income stability and time horizons. Real portfolio ...

The process of saving for retirement is relatively straightforward. An investor who starts early, funnels at least 10% or 15% of income into retirement savings year after year, and focuses on low-cost ...