Remove Asset Allocation Remove Retirement Remove Risk Management
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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency. She was named to CIO Magazone’s “40-Under-40” (2017) and received the Industry Innovation Award/Power 100 in 2019.

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How Asset Allocation Impacts Your Portfolio

WiserAdvisor

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.

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Financial Planning Mistakes You’re Probably Making (And What to Do Instead)

International College of Financial Planning

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.

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

Waterfall wealth management simplifies the process by categorizing financial goals into priority levels. Key benefits include: Ensuring essential financial obligations are met first – Taxes, estate planning, and retirement savings take precedence. Strategic long-term planning – Provides a roadmap for surplus wealth allocation.

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What Do Financial Advisors Do?

Zoe Financial

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. Optimizing tax-efficient retirement income.

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Portfolio Risk Management: How to Measure and Manage Portfolio Risk

WiserAdvisor

However, if you are nearing retirement, your risk appetite would ideally drop. With little time on your hands, relatively low-risk options like bonds may be more suitable at this juncture of life. There are several types of risk that can impact your returns. This is why portfolio risk management can be very critical.

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Warren's Wisdom

Random Roger's Retirement Planning

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.