SEM applies a Behavioral Approach to Investing. Our total portfolio approach is designed to overcome the most common behavioral biases. To understand the importance of this we need to first understand the biases. About two years ago I posted a video clip from one of our client seminars where I
SEM uses a unique approach to asset allocation based on each individual’s personality. SEM Portfolio Manager Jeff Hybiak discusses this technique in this short video.
For the first time since the election, investors seem to be calling into question their expectations for the Trump Administration. Since the election I’ve warned about being overly confident in any predictions regarding the ability for the new president and Congress to implement any of their campaign ideas. The
After 25 years, Strategic Equity is going through a re-branding effort. This video explains why we are updating our name & our look.
SEM has always been about “Continuous Improvement”. In 2016 we put everything on the table and asked our advisors the things they & their clients do not like about SEM. As we evaluated the list we realized we had to make some major changes.
Last month one of our largest
