Episode 15: Ian McMillan, CMT
Fill The Gap: The Official Podcast of the CMT Association - Podcast tekijän mukaan Tyler Wood, CMT and Dave Lundgren, CMT, CFA
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Ian McMillan, CMT, and his colleagues run an RIA in a less-than-traditional approach... They use technical analysis to participate in trends and limit downside risk. For clients who are used to being stuck in a diversified portfolio of passive holdings, the education process can be a paradigm shift.In the March episode of Fill the Gap, Ian will discuss the challenges of non-trending markets, and the coaching his firm does with clients. Starting with the simple concept of a moving average cros...
