Calculated Risk

JULY 5, 2023

Real GDP growth over 2024 and 2025 was projected to be below the staff's estimate of potential output growth. The unemployment rate was forecast to increase this year, peak next year, and remain near that level through 2025. In 2025, both total and core PCE price inflation were expected to be close to 2 percent.

Economics 305

Economics Banking Communication Economy 305

Trade Brains

JUNE 13, 2025

Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. The group is known for its strong international presence and focus on innovation, risk management, and sustainable finance.

Engineering 59

Engineering Banking Risk Management Financial Services 59

Validea

JUNE 2, 2025

The chart below compares the All Weather Portfolio to a traditional 60/40 stock-bond portfolio from 2007 through 2025 YTD: Year All Weather 60/40 Portfolio 2007 11.1% 2025 YTD 1.2% 2025 YTD 1.2% 2008 -0.4% -21.0% 2011 17.6% 2015 -4.2% 2018 -3.6% -2.3% 2022 -19.5% -16.2% for the 60/40. 2008 -0.4% -21.0% 2011 17.6% 2015 -4.2%

Portfolio 52

Portfolio Investing Investments Economics 52

Advisor Perspectives

MARCH 5, 2025

We manage risk tactically over the short-term by investing across a broad array of themes and asset classes including cash.

Risk Management 40

Risk Management Management Assets Investing 40

Validea

JUNE 3, 2025

Over time, dividend growers can become the stalwarts of a portfolio, quietly compounding returns and contributing meaningfully to long-term wealth creation.

Risk Management 52

Risk Management Portfolio Investing Investments 52

Random Roger's Retirement Planning

MAY 4, 2025

I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event. Maybe you trim a little for risk management but that is different than getting out completely. Pivot to Rick Rieder from Blackrock being interviewed by Barron's.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Trade Brains

JUNE 16, 2025

According to the United States Department of Agriculture (USDA), India’s sugar production is projected to reach 35 million metric tons raw value (MMT-RV) for the 2025-26 marketing year, representing a 26% increase over the revised estimate of 28 million tons for the current year. lakh borrowers and an AUM of Rs 25,948 crore.

Retail 59

Retail Sales Portfolio Certification 59

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Risk Management : Protecting assets from unforeseen events. What Do Financial Advisors Do?

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Darrow Wealth Management

MARCH 13, 2025

Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. In the right situations, investors can use options trading strategies to diversify, reduce risk, or generate income from a large stock holding.

Management 83

Management Taxes Estate Planning Asset Allocation 83

Zoe Financial

JUNE 18, 2025

5 Components of Financial Literacy Published: February 20th, 2025 Reading Time: 4 minutes Written by: The Zoe Team If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively.

Insurance 40

Insurance Accounting Taxes Retirement 40

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Risk Management : Protecting assets from unforeseen events. What Do Financial Advisors Do?

Financial Advisor 45

Financial Advisor Estate Planning Strategic Planning Retirement 45

The Big Picture

APRIL 29, 2025

Certainly Q1, 2025 Europe is dramatically outperforming the us. 00:27:56 [Speaker Changed] So let’s talk a little bit about risk management. So again, if we can identify those companies early that are gonna be the longer term winners, that’s, that’s where we go from a risk perspective.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. lakh crore in funding between Fiscal 2025 and 2027. The company has built a scalable business model supported by proprietary technology.

Retail 52

Retail Assets Risk Management Management 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. crore in fiscal year 2024. Electric scooter models are boosting demand.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. And by 2025, cybercrime is projected to cause global damages amounting to $10.5 trillion annually.

Accounting 59

Accounting Taxes Clients Communication 59

Trade Brains

NOVEMBER 16, 2023

The projection for NBFC credit growth between Fiscal 2023 and Fiscal 2025 is 12%-14%. This allows them to have strong underwriting and risk management capabilities. The growth is anticipated to be driven by the retail vertical, which includes housing, auto, and microfinance sectors. Crores in FY21 to Rs.9,069.60 Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

Trade Brains

SEPTEMBER 5, 2024

CRISIL MI&A projects this ratio to reach 14-15% by Fiscal 2025, driven by rising incomes, urbanization, and government measures. Effective risk management: The company maintains low GNPA and NNPA ratios. This approach helps them manage risk effectively across their product range. in 2009 to 12.3%

Retail 52

Retail Assets Portfolio Management 52

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

NOVEMBER 5, 2021

How will the relationship among the younger generations with respect to the home be managed? Engaging a team to think through the right ownership and operational design upfront helps achieve your goals and can pave the way for smooth transitions and better risk management.

Planning 52

Planning Tax Planning Taxes Clients 52

Trade Brains

OCTOBER 18, 2022

HDFC Life has a robust risk management framework in order to hedge interest rate and renewal premium reinvestment risk. A diversified product mix and distribution mix help it tackle the cyclicality of capital markets. It has an open architecture of distribution which gives it an opportunity to cross-sell.

Insurance 52

Insurance Commission Distribution Numbers 52

Trade Brains

JULY 23, 2022

RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC. Adani Green has focused on becoming one of the biggest solar energy companies by 2025 and the biggest renewable energy company by 2030. Higher scope. Liquidity Framework. Latest Financials.

Manufacturing 52

Manufacturing Government Investing Investments 52

Brown Advisory

DECEMBER 2, 2019

billion per year through 2025. We currently engage with issuers individually about their climate mitigation plans, and we’ve learned that many municipalities are making notable progress on climate risk management but that their efforts are not always translated into the bond documents available to us. will be more than $10.5

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

billion per year through 2025. We currently engage with issuers individually about their climate mitigation plans, and we’ve learned that many municipalities are making notable progress on climate risk management but that their efforts are not always translated into the bond documents available to us. will be more than $10.5

Marketing 52

Marketing Marketing Transportation Investing 52

Discipline Funds

JULY 11, 2024

It’s reasonable to assume that the Fed won’t achieve a “loose” policy rate until well into 2025 at the pace they’re likely to move now. That’s a long time away and there’s no way the Fed will move down as fast as they moved up unless they see an emergency.

Risk Management 105

Risk Management Government Management Economy 105

The Better Letter

JANUARY 16, 2025

If you doubt me, ask Japanese investors how “ stocks for the long run ” has performed for them, or ask risk managers how VaR worked for them during the Great Financial Crisis. Issue 182 (January 17, 2025) 1 Much of what is rotten in the modern world is on account of such misplaced incentives. Now and forever.

Investing 92

Investing Investments Clients Accounting 92

The Big Picture

MAY 6, 2025

Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

Dear Mr. Market

MAY 29, 2025

Yet here we are, approaching mid-2025, with the S&P 500 not only above its December 2023 levels, but clawing its way back and approaching highs throughout the first half of this year. This is not to suggest that risks dont exist they always do. Prudent risk management, diversification, and strategic planning are essential.

Media 59

Media Valuation Strategic Planning Economics 59

Brown Advisory

NOVEMBER 19, 2020

A full year-end planning conversation would not be complete without a review of risk management plans. First, the individual provisions in the 2017 tax overhaul (which ushered in the current exemption amounts) are not permanent, and are set to expire at the end of 2025, just five years from now. Prepare for the unexpected.

Planning 52

Planning Clients Taxes Assets 52

Indigo Marketing Agency

JANUARY 25, 2025

Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning. The financial advisory world is evolving faster than ever.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

Carson Wealth

DECEMBER 30, 2024

Our 2025 Outlook is coming out in just a couple of weeks!) So as we close out 2024 and launch into the new year, hear are seven things all investors should keep in mind in 2025. Go Into the New Year Expecting a Double-Digit Decline in 2025 Remember August 2024? Keep an eye out for our 2025 Outlook.

Marketing 65

Marketing Marketing Valuation Economy 65