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A Spectacularly Underappreciated 15 Years

The Big Picture

2015 gain of only 1.4% -2018 drop of 4.4%, including a Q4 drop of nearly 20%. -Q1 Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. Plus bonds down 15% – the first double-digit drop for both asset classes in 4 decades.

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Reversing a Roth IRA Conversion

Harness Wealth

The Tax Cuts and Jobs Act’s impact on recharacterizations On January 1, 2018, the Tax Cuts and Jobs Act fundamentally revised Roth conversion provisions by eliminating the ability to recharacterize conversions. The elimination of this risk management tool forced a paradigm shift in conversion planning.

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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. 2018 -3.6% -2.3%

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Hockey, Leverage And More Leverage

Random Roger's Retirement Planning

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. I guess I got lucky in January or February of 2018. So, so let’s talk a little bit about risk management.

Assets 144
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NOW 2018 | The Economic Imperative of Climate Action

Brown Advisory

NOW 2018 | The Economic Imperative of Climate Action achen Wed, 05/30/2018 - 16:35 According to recent Gallup polls, 68 percent of Americans believe global warming is caused by human activities. He told us that Bob Litterman, a top risk management professional at Goldman Sachs, changed his mind. “[Bob]

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NOW 2018 | The Economic Imperative of Climate Action

Brown Advisory

NOW 2018 | The Economic Imperative of Climate Action. Wed, 05/30/2018 - 16:35. The speakers on the NOW 2018 panel "The Economic Imperative of Climate Action," are in the business of providing policy, investment, and data-driven solutions for the climate change crisis.