Random Roger's Retirement Planning

OCTOBER 28, 2024

On Monday afternoon I sat in on a webinar put on by RCM Alternatives with Jon Robinson from Blueprint Investment Partners and Jerry Parker who is a pioneer in trend following with managed futures. When they talked about portfolio allocations he said they want to have enough in managed futures to have an impact on the portfolio.

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Wealth Management

OCTOBER 6, 2023

Beacon Pointe CIO Michael Dow and Director of Risk Management and Securities Research Julien Frazzo like U.S. large cap value and bonds.

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Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. However, the industry has also made significant progress in strengthening its risk management capabilities.

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Abnormal Returns

JULY 26, 2022

evidenceinvestor.com) Research The accounting treatment of intangible investments is too conservative. (papers.ssrn.com) It's hard to find much evidence in favor of individual investor outperformance. alphaarchitect.com) Some evidence that investors get smarter as they age. morganstanley.com) Broad value indices are really not that value-y.

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Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.

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Management Taxes Estate Planning Asset Allocation 83

Validea

OCTOBER 12, 2022

For the last 40 years, managing risk for investors has been pretty easy. But many investors have not seen significant inflation during their investing careers and didn’t recognize that during inflationary bear markets, bonds do the opposite and fall along with stocks. But that doesn’t mean there was no way to manage risk.

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BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Related: How to Determine Your Client’s Risk Capacity!

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The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

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Norman Marks

MARCH 4, 2024

Professor Mark Beasley has been a professor for 30 years and is a leader of the North Carolina State University’s Enterprise Risk Management Initiative. He was a board member of COSO for 7 years, has been a member of the member of the United Nation’s Internal Control Advisory Group for the last 7 years, and […]

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Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas.

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Abnormal Returns

JULY 26, 2024

(epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. bloomberg.com) Jeff Malec talks with DeWayne Louis and Nishant Gurnani from Versor Investments about quantitative investment strategies.

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David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. 60-40 is reborn.

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Yardley Wealth Management

FEBRUARY 18, 2025

The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies. While effective, they often lack a prioritization system.

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The Big Picture

MAY 29, 2024

The firm manages over 300 billion in client assets. Why do we need someone to help manage our financial affairs? So it’s, we have this division that it’s maybe a third to 40 percent of all the private wealth that we manage for very wealthy people. He’s the CEO of Creative Planning.

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Calculated Risk

OCTOBER 12, 2022

Most participants remarked that, although some interest-sensitive categories of spending—such as housing and business fixed investment—had already started to respond to the tightening of financial conditions, a sizable portion of economic activity had yet to display much response.

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Trade Brains

JUNE 20, 2025

Powered by a proprietary tech stack, Nimbus, nPOS, Nu Score, and Altifi Northern Arc ensure efficient credit delivery and risk management. As of FY25, it manages a fund AUM of Rs 3,158 crore, lending AUM of Rs 13,634 crore, with disbursements of Rs 19,840 crore. are their own, and not that of the website or its management.

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Financial Services Retail Risk Management Investment Advisor 91

The Big Picture

MARCH 22, 2023

fivethirtyeight ) Be sure to check out our Masters in Business this week with Cliff Asness, co-founder and chief investment officer at AQR Capital Management. The quant firm manages $100 billion in 40 diversified strategies across equity and alternatives, applying mathematics to market data and making evidence-based investments.

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Yardley Wealth Management

JANUARY 21, 2025

Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. With the complexity of modern financial decisions and the abundance of online resources, you might wonder if speaking with a financial planner is truly worth the investment. The team at Yardley Wealth Management is here to help.

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Financial Planner Financial Planning Planning Retirement Planning 52

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.

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Marketing Marketing Risk Management Portfolio 90

Abnormal Returns

APRIL 26, 2023

morningstar.com) Peter Lazaroff talks 'simple investing' with Rick Ferri. nextbigideaclub.com) Personal finance Tony Isola, "The best risk management strategy is taking care of your mind and body, not regular rebalancing." peterlazaroff.com) Morgan Housel on what our brains really want. axios.com) How a CD ladder works.

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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. Jenison launched way back in 1969 as a growth equity shop.

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Abnormal Returns

APRIL 15, 2024

mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. awealthofcommonsense.com) Finance The CBOE's ($CBOE) defense of 0DTE options as risk management tool. Strategy Even the best investors make big mistakes. bestinterest.blog) Big winners require patience.

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Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Validea

NOVEMBER 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. By high school, he had already set his sights on becoming a millionaire through stock investing.

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Norman Marks

APRIL 2, 2025

When I think about risk management and the business I usually have the perspective of a business leader. Maybe thats because by the time I was leading a risk management function, I was already a vice president and working with the executive management team.

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Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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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. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

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Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

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Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

WiserAdvisor

JUNE 16, 2025

While you are busy earning, investing, and scaling your income, it is easy to overlook the importance of protecting what you have already built. With the right high-net-worth investing strategies, you can keep your wealth intact without turning your life upside down. Making sure it lasts, not just your lifetime but also after you.

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Wealth Management Taxes Insurance Assets 59

Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. The company’s disciplined lending practices and strong risk management contribute to its market leadership. are their own, and not that of the website or its management.

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Financial Services Risk Management Portfolio Distribution 59

Validea

MARCH 31, 2025

Drawing from two insightful interviews with Schwager, they explore key lessons from some of the greatest traders hes interviewed, like Paul Tudor Jones and Steve Cohen, and unpack how these principles apply not only to trading but also to long-term investing and life.

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Validea

DECEMBER 20, 2024

” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

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Validea

JUNE 2, 2025

Instead, it’s built to perform reasonably well across a wide range of market conditionsand more importantly, to help investors stay invested during turbulent times.

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Trade Brains

JUNE 13, 2025

Société Générale is one of Europe’s leading financial services groups, offering a wide range of banking, investment, and financial solutions. Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. With a market capitalization of Rs 2.40

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Abnormal Returns

DECEMBER 11, 2022

Top clicks this week Nick Maggiulli's favorite investment writing of 2022. novelinvestor.com) Louis Sykes, "Some of the most intelligent and sophisticated traders on the planet lost everything in this market because they let ego get in the way of judgment and sound risk management processes." ritholtz.com) Bond lingo, 101.

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Advisor Perspectives

MAY 13, 2025

” Greg Behar of Westwood’s Managed Investment Solutions (MIS) team examines how the Russell U.S. Indexes’ decision to return to a semi-annual reconstitution schedule is transforming risk management practices, market participation and the future of custom indexing.

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Advisor Perspectives

MARCH 20, 2025

On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.

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