As big believers in processes and systems, our second episode of season two is dedicated to why every Advisor needs a trading system!

  • Self-awareness – What are the goals?
  • Temperament – Deciding what to trade. 
  • Style – Time commitment. 
  • Adherence – Sticking with it in all markets.
  • Allocation – Position sizing (and how many).
  • Technology – Finding the right level of sophistication.
  • The Holy Grail – Combining uncorrelated indicators.
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.