WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. RITHOLTZ: Whereas the — and the market when — essentially didn’t get above 2000 to like 2013 or so. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

Clients 293

Clients Wealth Management Banking Investments 293

The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. We just get to focus on assets and asset risk management.

Assets 293

Assets Clients Investments Investing 293

The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” That year, as the S&P 500 barely broke even (2.10 percent), HSGFX did worse (1.64

Assets 107

Assets Valuation Marketing Marketing 107