Biography
Bill Pauley, CFA, CFP, is the head of the Client Portfolio Management Group for systematic strategies at Hartford Funds. His team is a liaison between the portfolio management team and clients and is responsible for generating capital market research and product-level oversight. Pauley received his bachelor’s degree from Syracuse University and has completed coursework towards a Financial Mathematics Degree from Johns Hopkins. He has also earned the right to use the Chartered Financial Analyst® designation, is a Certified Financial Planner professional, and is a member of CFA Society of Philadelphia.
Why S&P 500 reliance can undermine retirement outcomes, and how diversification, valuation discipline, and withdrawals reshape long-term portfolio risk.
History of Fed easing cycles shows how cuts, hikes, and yield curves shape markets and style factors, offering late-cycle lessons for investors.
Explore historical bear markets to decode recession risk, valuation impact, and which investment styles perform best in downturns and recoveries.
Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.