- 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...
Resources
Knowledge powers informed decisions in any market environment.
- 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...
- Jul 19, 2024
- Patrick Jamin
Bull Market Lifecycle: Pessimism to Euphoria
President and CIO Patrick Jamin, CFA, FRM, reflects on the impact of political events on market...
