We are told that “past performance is not a guarantee of future returns”. For many years now, regulators have mandated that every piece of advice have that statement attached. You would think it was the 11th commandment. Yet many advisers and investors will recommend the best performing securities based on that very assumption.
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In this week’s webinar we focus on some of the tips and tricks that you can use to set up Dashboards in Optuma. This relies on the use of both Chart Layouts and Page Layouts. Our whole goal with Optuma is to make sure that we take care of the little things to make life easier for you.
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One of the best things about Optuma is that it is a blank canvas that gives our users ultimate flexibility in setting up their workspace. The worst thing? …. it is a blank canvas and most people do not realize how much they can actually do!
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There’s a lot of talk about the possibility of a crash in the stock market and another recession starting. Are we really that close?
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