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But we saved everything 🙂.
HourglassFP, industry influencer, has introduced a new video walkthrough of the asset-liability matching software HourglassFP Pro. The influencer emphasizes that this methodology is unfamiliar to many financial advisors but views asset-liability management (ALM) as key to sound financial planning.
The new software is designed to assist users in implementing an ALM process, supporting better financial planning practices according to the tweet.
Cullen Roche has previously questioned traditional risk measures, noting that a fund’s volatility calculation may overlook historical 5% drawdowns. He has also commented on brokerages shifting costs to retail investors as legacy revenue streams decline. These topics align with ongoing discussions about financial planning tools and transparency.