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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency.

Assets 306
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Operational Risk Management 2023 – Portfolio Go No Go Checklist!

David Nelson

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. From 2017 – 2021 growth outperformed value by a staggering 119%.

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Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2008 -0.4% -21.0%

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Reversing a Roth IRA Conversion

Harness Wealth

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution.

Taxes 52
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How Advisors Deal With High Net Worth Clients

BlueMind

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

Clients 98
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Understanding the Tax Implications of Acquisitions

Harness Wealth

Different acquisition structures (asset vs. stock) create distinct tax implications, requiring careful analysis to balance immediate tax impacts against long-term financial benefits. Asset deals In asset deals, purchase price allocation among asset categories is crucial, as each has its own tax implications.

Taxes 52
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Why Portfolio Diversification is for the Ignorant Investor

Risk Management Guru

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).