Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 226

Financial Planner Asset Allocation Clients Risk Management 226

Discipline Funds

NOVEMBER 8, 2023

In other words, environments like the current one are periods where the financial markets earn lower average returns with higher average risk, which is what we’ve seen over the last 2 years since the index moved sharply lower. In terms of duration we came into Q2 with an average duration of 5 years.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

Validea

JANUARY 4, 2023

Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. Notice, no Technology, Consumer Discretionary or Communication Services – the hardest hit areas of the market last year. Sector ETF Model Portfolios: Hold sector ETFs based on how they rank on the same factors.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Fortune Financial

SEPTEMBER 25, 2023

Are you comfortable with higher-risk investments that may offer the potential for substantial returns, or do you prefer a more conservative approach with lower risk? Your risk tolerance will influence your investment strategy and asset allocation. Risk Management Assessing and managing financial risks is vital.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Are you comfortable with higher-risk investments that may offer the potential for substantial returns, or do you prefer a more conservative approach with lower risk? Your risk tolerance will influence your investment strategy and asset allocation. Risk Management Assessing and managing financial risks is vital.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52