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

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. So I actually went and worked in economics, I was an econometrician. So I applied to Maryland State retirement. That sounds fascinating. Absolutely.

Assets 143

Assets Management Portfolio Investing 143

James Hendries

AUGUST 24, 2022

Planning for retirement can seem premature when you have only been in the workforce for a decade or so. But as the oldest Millennials begin to hit middle age, retirement suddenly does not seem so far away. Here are five things Millennials should consider when planning for retirement. Target Date Funds Can Help Asset Allocation.

Retirement Planning 52

Retirement Planning Retirement Planning Asset Allocation 52

WiserAdvisor

JUNE 22, 2023

Similarly, the professional may advise investing in different instruments for goals such as retirement planning, funding your children’s education expenses, buying a home, or other objectives. What rate of return should I aim for to live a financially secured retirement? Retirement income comes from a limited pool of sources.

Financial Advisor 52

Financial Advisor Portfolio Investing Investments 52

WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. Regular updates should include insights into market conditions, economic trends, and how these factors impact your investments.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. It’s also being part of the senior team that runs Vanguard, the business of Vanguard, right? RITHOLTZ: Really interesting.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … risk management. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those …. It was at Bank One, at the time.

Clients 290

Clients Wealth Management Investing Investments 290

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking 154

Banking Assets Government Investing 154