Random Roger's Retirement Planning

MARCH 29, 2025

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. It covers a lot of the same ground that we cover here.

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Norman Marks

MARCH 28, 2024

I have written a lot over the years about risk appetite and the value of risk appetite statements, both here on this blog and also in my books, especially World-Class Risk Management (2015) and Risk Management in Plain English: A Guide for Executives, Enabling Success through Intelligent and Informed Risk-Taking (2018).

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The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

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Risk Management Guru

APRIL 21, 2020

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).

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Trade Brains

FEBRUARY 26, 2023

Fiscal Year Sales Net Profit 2022 1094 181 2021 773 162 2020 698 72 2019 590 14 2018 444 -13 (figures in Rs Cr) Like other IT companies, it also has high return ratios with RoCE 31.2% Cholamandalam MS Risk Services Ltd. This comes as revenues and net profits of Happiest Minds have grown rapidly in the last five financial years.

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eMoney Advisor

DECEMBER 27, 2022

Beyond that, it’s helping clients with peace of mind by protecting their plans with insurance and risk management, so that clients feel more control in their lives. Routledge Press, 2018. Lastly, the peak represents life’s fulfillment and leaving a legacy to family or to charity. ” Advisor Channel , 2020.

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Trade Brains

OCTOBER 14, 2024

From its peak of ₹742 in 2018, the share price declined over time. Market concerns about asset quality, geographic concentration, and management effectiveness had a huge impact on the stock. The focus on portfolio diversification and geographic expansion could help mitigate concentration risks.

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Brown Advisory

DECEMBER 2, 2019

they are also facing some of the biggest risks from climate change. The 2018 National Climate Assessment 1 states that the city’s temperature may break 100 degrees on as many as 150 days per year by the end of the century. leading up to 2018 when renewable sources accounted for about 17% of all U.S.-generated Avery, D.R.

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Brown Advisory

DECEMBER 2, 2019

they are also facing some of the biggest risks from climate change. The 2018 National Climate Assessment 1 states that the city’s temperature may break 100 degrees on as many as 150 days per year by the end of the century. leading up to 2018 when renewable sources accounted for about 17% of all U.S.-generated Avery, D.R.

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Trade Brains

JULY 31, 2022

2017 2018 2019 2020 2021. 2018 2019 2020 2021 2022. 2017 2018 2019 2020 2021. For this, the management will have a key focus on adapting risk management strategies to be better prepared for any situation. In terms of net profit, Kotak Mahindra bank is in the lead having earned a total of Rs 9,990.20

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Trade Brains

JULY 23, 2022

In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC.

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The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. I guess I got lucky in January or February of 2018. So, so let’s talk a little bit about risk management. Absolutely.

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Indigo Marketing Agency

DECEMBER 19, 2022

In 2018, a company even offered to pay him $10 million for his website. Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country. Guess what? Aaron Klein. Bola Sokunbi.

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The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. You also have an S&P 500 Covered Call. Why covered calls? What does that create within the ETF? It was a big drop. BERRUGA: Yeah.

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Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios.

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Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios.

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Certification Investing Investments Clients 52

Indigo Marketing Agency

JANUARY 17, 2022

In 2018, a company even offered to pay him $10 million for his website. Aaron Klein Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number ® , a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country. Guess what?

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Brown Advisory

NOVEMBER 1, 2019

Many of the provisions that went into effect in 2018 automatically expire (or “sunset”) unless Congress proactively extends them. Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. Bundling of Charitable Gifts.

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Sara Grillo

AUGUST 14, 2023

She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. In 2008, Kelly began working directly with clients as a financial planner.

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Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Zweigs track record speaks for itself. TXRH TEXAS ROADHOUSE INC 92% $170.04 $11,299 26.3

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The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. Balyasny lost a lot of capital in 2018. And you basically could just sort of do fine with very lazy risk management.

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Discipline Funds

JUNE 11, 2024

As Dartmouth showed back in 2018 , a publicly listed firm had a 92% chance of being around 5 years from now versus just 63% as of 2018. But if you’ve got a short time horizon then this sort of environment warrants some risk management. Companies are dying and growing much faster than they ever have.

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The Big Picture

MARCH 27, 2023

So you retire in 2018. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. But it was not a liquidity issue. ’08 And bonds were trading at huge discounts because there were no buyers anymore. RITHOLTZ: Really interesting.

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Trade Brains

MAY 25, 2023

Here are a few of the famous awards won by Zerodha recently: — ET Startup of the Year (2020) — National Stock Exchange (NSE) “Retail brokerage of the year 2019” (& 2018) — Outlook Money “Retail broker of the year 2017” — Ernst & Young “Entrepreneur of the year (Startup) 2017” 2.

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The Better Letter

JANUARY 26, 2024

” The Dow closed at 23,327 a couple of years later – the end of 2018 – and has not dropped below 19,000 since the prediction. percent 2018 : “The music is fading out, and a trap-door has opened up in the floor, but they’re still dancing.” percent in 2018 while HSGFX was up 8.78 percent higher.

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The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. in 2018, in the European Union in 2020, in Australian in 2021. But before I have a chance to say anything, he said, I just — the slides you showed me are the single most impressive thing I’ve ever seen in my investment career. RITHOLTZ: Wow. This is unbelievable.

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The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Anyone who lives in California, it’s clearly not a tax cut for them.

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