Listen above, or subscribe on your favorite podcast service and never miss an update! Summary 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 cross, clients begin to understand the philosophy of trend following. Ian does not mince words. Gamecocks 2023! And, markets are not efficient. Emotions and cognitive biases lead to poor investment decisions. The flip side of this is that they also create opportunities for those that have mastered investing without emotion. Ian’s podcast co-host … Continue reading Fill the Gap Episode Fifteen, with Special Guest Ian McMillan, CMT