- Apr 26, 2025
- Patrick Jamin
Why Staying in Sync Matters When Markets Get Choppy
When the water is calm and everything’s going according to plan, every boat looks fast. Every...
Resources
Knowledge powers informed decisions in any market environment.
- Jan 24, 2025
- Patrick Jamin
Endurance, Strategy, and Navigating Market Cycles
As we turn the page on 2024 and enter a new year, the traditional Wall Street predictions for the...
- Dec 20, 2024
- Patrick Jamin
Mastering Asset Allocation Strategies for Optimal Returns
Understanding the Basics of Asset Allocation Asset allocation is the process of distributing your...
- Dec 20, 2024
- Patrick Jamin
The Role of Defined Outcome Strategies in Wealth Preservation
Understanding Defined Outcome Strategies Defined outcome strategies are financial tools that allow...
- Dec 17, 2024
- Patrick Jamin
The Benefits of Hedged Equity Investments
What Are Hedged Equity Investments? Hedged equity investments are financial strategies that blend...
- Oct 20, 2024
- Patrick Jamin
Achieving Gold: Parallels Between Olympians and Investors
President and CIO Patrick Jamin, CFA, FRM, reflects on the 2024 Summer Olympics in Paris, noting...
