Understand The Factors That Drive Losses, Educate Clients And
Improve Outcomes

This eBook exposes five of the most destructive myths that we believe keep portfolios at greater risk, revealing how you can minimize risk in client portfolios.

In this advisor ebook, you will learn:

Myth 1: Diversified portfolios experience less volatility

Myth 2: Investors should reduce risk in concentrated stock positions by selling shares

Myth 3: Tail events are extremely rare

Myth 4: Temporary market dips don’t affect long-term investors

Key behavior attributes of an overly aggressive investor

Myth 5: Diversification lessens the impact of bear markets on retirees’ portfolios

Extend risk analysis beyond volatilityding

Measure risk more reliably

Educate clients and bridge the risk gap

Differentiate yourself and win prospects

Build superior portfolios and financial plans

Deliver outcomes and grow your practice

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