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Market volatility: Reminder to prepare for downturns

SEI

Nonprofits and healthcare organizations. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Part of the risk management process should be structed around pre-experiencing downturns.

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How Working with a Financial Advisor Helps You Retire with More Wealth

WiserAdvisor

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. This can help optimize your wealth accumulation while mitigating unnecessary risks.

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10 Ways to Diversify Your Investment Portfolio for Retirement

WiserAdvisor

Spread your investments across different asset classes Asset allocation involves distributing investments across different asset classes to balance risk and return. Asset allocation should evolve based on an investors risk tolerance and retirement stage. Energy and utilities for steady income.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

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, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 147
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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

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Transcript: Kristen Bitterly Michell

The Big Picture

BITTERLY MICHELL: … risk management. percent and diversification across sectors like healthcare, even infotech is in there because — and you have some infotech companies that are now durable demand, that’s the part of the market where from an equity standpoint we’re — we’re very comfortable maintaining that exposure.

Clients 299
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8 Questions to Ask Your Financial Advisor About Your Investment Portfolio

WiserAdvisor

You can start by discussing your anticipated retirement expenses, such as housing, healthcare, food, travel, hobbies, entertainment, etc. Asking these questions will enable you to understand the investment strategy being employed, asset allocation, historical performance, fees and expenses, tax implications, and risk management.