Nationwide Financial

OCTOBER 12, 2022

The previous bear market occurred in 2007-09, during the Global Financial Crisis. A bear market may reveal to investors that they are over-exposed to more risk than they are comfortable with. In this case, a risk tolerance review with a financial professional can help align your holdings with your true risk tolerance.

Investing 105

Investing Investments Risk Tolerance Marketing 105

Validea

MAY 2, 2024

Pim van Vliet, author of the book High Returns from Low Risk, has also conducted and compiled considerable research on low volatility investing. Along with David Blitz, his 2007 study “The Volatility Effect” documented the low volatility effect across global markets.

Investing 59

Investing Investments Pharmaceutical Risk Tolerance 59

The Irrelevant Investor

MAY 4, 2016

The longest bear market didn't begin in 1929 or 2007, but rather on January 11, 1973 [i]. For comparison, the recent bear market from 2007-2009 experienced just four. You must have a portfolio that truly matches your risk tolerance- not your risk tolerance today near all-time highs, but your actual risk tolerance.

Risk Tolerance 52

Risk Tolerance Marketing Marketing Portfolio 52

The Irrelevant Investor

FEBRUARY 19, 2019

In order to find the appropriate mix of stocks and bonds we should look at the events from 2007-2009 which ought to do a decent job of calibrating our risk tolerance. At the lowest levels in 2009 an all stock portfolio lost 55%.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

The Big Picture

MAY 9, 2023

They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations.

Assets 293

Assets Clients Investing Investments 293

The Big Picture

SEPTEMBER 12, 2022

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And when you think about market timing was 2007 the best time to — to make a move, but it ended up being a perfect time actually long-term for — for my career. BITTERLY MICHELL: Always risk.

Clients 293

Clients Wealth Management Investing Investments 293

The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007. Try, try that.

Economy 144

Economy Banking Marketing Marketing 144