Remove 2007 Remove Retirement Remove Risk Management
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"Diversification Without Risk Management"

Random Roger's Retirement Planning

The tendency toward negative correlation has certainly held up more often than not in my time with managed futures going back to 2007 when RYMFX first started trading as Rydex Managed Futures. This gets us to the title of the post and Robinson's comments around how much to allocate to managed futures.

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The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Understanding business owners’ financial priorities amid economic uncertainty

Nationwide Financial

A recent survey from the Nationwide Retirement Institute® uncovered topics business owners are looking to discuss including economic pressures and business-specific challenges such as access to capital, the tight labor market, employee benefits, and supply chain disruptions. Many are actively seeking the guidance of a financial professional.

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Transcript: Kristen Bitterly Michell

The Big Picture

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, ultimately, given the different types of clients segments that I’d covered, I made the decision that I really wanted to be in wealth management. And so, 2007, I came over to Citi. BITTERLY MICHELL: Always risk. RITHOLTZ: Right.

Clients 293
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Transcript: Joe Barratta of Blackstone

The Big Picture

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. You know, we bought Hilton in June of 2007. We find great management teams. There’s some like risk management things that you always need to be mindful of.

Assets 157
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Transcript: Ted Seides

The Big Picture

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007.

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Transcript: Julian Salisbury, GS

The Big Picture

We just get to focus on assets and asset risk management. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Sure.

Assets 293