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 245

Financial Planner Asset Allocation Clients Risk Management 245

Alpha Architect

APRIL 7, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Please read the Alpha Architect disclosures at your convenience.

Marketing 90

Marketing Marketing Risk Management Portfolio 90

The Irrelevant Investor

MARCH 23, 2020

In a bull market, protecting one's downside gets punished, and after being burned enough times, people tend to lighten up on risk management, or abandon it altogether. In a bull market the more risk you take, the more you're rewarded, and the more you're rewarded, the more you forget about risk.

Risk Management 52

Risk Management Management Asset Allocation Insurance 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Tell us a little bit about that.

Management 130

Management Assets Portfolio Insurance 130

WiserAdvisor

DECEMBER 2, 2022

However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Asset allocation aims to balance risk and reward through a portfolio composition of different kinds of assets. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

WiserAdvisor

SEPTEMBER 8, 2022

Interest rate risk, inflation risk, recession risk, and others can surface from time to time and affect your investments as well as peace of mind. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Random Roger's Retirement Planning

OCTOBER 10, 2022

But the success of managed futures is drawing more and more attention and assets. A stalwart ETF in the space has been the iMGP DBi Managed Futures Strategy ETF (DBMF). It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion.

Management 98

Management Risk Management Asset Allocation Assets 98

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. How, how does that lead to a degree, to a focus on investment management? She can go anywhere, do anything.

Assets 146

Assets Management Portfolio Investing 146

Alpha Architect

MARCH 3, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Understanding the StockBond Correlation was originally published at Alpha Architect.

Risk Management 51

Risk Management Portfolio Management Asset Allocation 51

International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Random Roger's Retirement Planning

MAY 4, 2025

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. Maybe you trim a little for risk management but that is different than getting out completely.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 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. A financial advisor provides personalized guidance to help manage and grow your wealth. What Does a Financial Advisor Do?

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. The key to building wealth is diversification and asset allocation.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Random Roger's Retirement Planning

MAY 24, 2024

Barron's had an interesting article about a BofA study showing that over a period of many decades an asset allocation of 60% equities/40% commodities outperformed an allocation of 60% equities/40% fixed income by 0.80% per year. I haven't looked in awhile I guess but yowza, a lot of option-centric funds.

Asset Allocation 98

Asset Allocation Risk Management Taxes Portfolio 98

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. 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.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Tobias Financial

APRIL 11, 2024

Edzai and Franklin will cover a wide range of essential topics including managing student debt, understanding employer-provided benefits, retirement planning fundamentals, holistic asset allocation for tax-efficient returns, risk management, and asset protection strategies.

Wealth Advisor 52

Wealth Advisor Financial Planning CFP Planning 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 170

Assets Management Marketing Marketing 170

Discipline Funds

DECEMBER 28, 2022

The Stock Market Isn’t Where you Get Rich Understanding Risk Adjusted Returns Understanding Your Real, Real Returns Understanding Your Real, Real Returns – Fee Edition Dollar Cost Averaging Just Means Taking Risk Later The Importance of Position Sizing The Importance of Money Management (also see here for more – also here ) “Cash on the sidelines”?

Investing 52

Investing Investments Asset Allocation Portfolio 52

SEI

AUGUST 2, 2022

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. . Looking back at your stress testing and risk management exercises can bring comfort that this is a short-lived experience and an end is in sight.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 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. A financial advisor provides personalized guidance to help manage and grow your wealth. What Does a Financial Advisor Do?

Financial Advisor 45

Financial Advisor Estate Planning Strategic Planning Retirement 45

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets. NSE manages 400 indices under the NIFTY brand. However, financial asset allocation increased recently.

Compliance 90

Compliance Banking Management Marketing 90

eMoney Advisor

DECEMBER 27, 2022

In 2020, The Advisor Channel (founded by partners New York Life Investments and Visual Capitalist) created a hierarchy that categorizes financial needs and demonstrates how wealth management plays an important role in financial health. Lastly, the peak represents life’s fulfillment and leaving a legacy to family or to charity.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

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

James Hendries

AUGUST 24, 2022

Target Date Funds Can Help Asset Allocation. These funds are designed to evolve over time, slowly transitioning fund assets into more conservative investments as the target date nears. Investing involves risks including possible loss of principal. Asset allocation does not ensure a profit or protect against a loss.

Retirement Planning 52

Retirement Planning Retirement Planning Asset Allocation 52

International College of Financial Planning

JULY 31, 2023

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

WiserAdvisor

MAY 13, 2025

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.

Retirement 52

Retirement Portfolio Investing Investments 52

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. RITHOLTZ: Right.

Clients 296

Clients Wealth Management Banking Investing 296

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. When, when did the Harvard Advance Management program come along? We had to put equity in the hands of the founders and their management teams. 00:01:15 How does that lead to running a group of quants?

Math 130

Math Management Insurance Assets 130

WiserAdvisor

FEBRUARY 29, 2024

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.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

Validea

JANUARY 4, 2023

Are there any improvements we think we can make (this mostly happens in our private money management business)? Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. Carbonneau is VP at Validea & Partner at Validea Capital Management. Were there any major surprises?

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Brown Advisory

AUGUST 5, 2020

But they also grapple with specific issues such as balancing the goals of their donors with their own programmatic priorities, and carefully managing their varied income streams from fundraising, fund administration and other services. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52