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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Risk Management Guru

SEPTEMBER 29, 2022

In the stock market, risk management is locating, quantifying, and dealing with the various risks that can affect investment. Due to the potential negative effects of various risks on a person’s investment portfolio, effective risk management is crucial.

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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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WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. This is why it always contains an element of risk. The ideal investment term for each instrument also differs. So, the decision to pick an option can depend on the investment term and whether or not it aligns with your financial goals.

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Risk Management Guru

OCTOBER 24, 2022

The RBI Grade B Mains Exam’s Finance & Management portion includes a subsection on Risk Management in the Banking Sector. Therefore, it’s crucial to control risks and decide whether they’re worth bringing. What Does Risk Management Mean In The Banking Industry? Different types of Risks.

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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.

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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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Abnormal Returns

SEPTEMBER 2, 2022

acquired.fm) Jordan Harbinger talks with Reid Hoffman author of "The Start-Up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career." rationalreminder.libsyn.com) Corey Hoffstein talks with Kevin Cole, CEO and CIO of Campbell & Company, about managing a quant research organization.

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Advisor Perspectives

MARCH 20, 2023

Robust risk management is essential for fixed income investors. In his latest commentary, Marcus Moore explains why our sustainable investing team considers ESG factors as material business risks, similar to the traditional risks they also analyze.

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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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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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Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 33:44 – The different types of models 37:51 – Is value investing dead?

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Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

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International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

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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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Validea

SEPTEMBER 20, 2023

In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. We talk about their unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. Aubin appeared first on Validea's Guru Investor Blog.

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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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MainStreet Financial Planning

FEBRUARY 7, 2024

Ramona Johanneson from Arthur J Gallagher Risk Management joins our Chalk Talk series to give us the state of the insurance industry, starting with our largest investment, our home. Ramona Johanneson is an Area Vice President/Producer handling new business for the brokerage of Arthur J Gallagher Risk Management.

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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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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?

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Trade Brains

DECEMBER 5, 2023

As you know, derivatives are advanced trading/investment instruments and they require skill and knowledge to trade in them. The Complete Options Trading Course for Beginners by FinGrad FinGrad is an educational platform that offers learning courses related to stock investing and trading. You can enroll in the course here.

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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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James Hendries

JUNE 26, 2023

As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Nevertheless, loans may help manage challenges, especially when you are in a startup phase. Without data, it might not be easy to see this.

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Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. Tue, 09/06/2022 - 10:17.

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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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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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Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Why Indexing Works Should You Use an Automated Investment Service?

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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?

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The Big Picture

SEPTEMBER 14, 2023

Together, we have managed to create an entirely new type of financial conference. Mad props to Matt & John for coming up with Breakthru , literally the most innovative way of speed dating between advisors, fund managers, custodians, tech providers, and all other attendees. It was truly amazing, as the photos below show.

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Trade Brains

FEBRUARY 3, 2024

Since effective risk management is the key to a profitable journey, new individuals must gain actual knowledge of currency markets. Hence, managing leverage and margin is a crucial task for beginners for risk management in forex trading. Risk management is the key factor for traders to consider in trading.

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Abnormal Returns

JULY 27, 2022

Markets When the risk-free rises, a lot of calculations change. fortunesandfrictions.com) Putting your investment losses into perspective. tomtunguz.com) Fund management Value-focused Pzena Investment Management ($PZN) is going private. abnormalreturns.com) Research links: strict risk management.

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

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Trade Brains

NOVEMBER 21, 2023

Technical charts and trendlines for beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on investing and trading. Technical Analysis Master class by Udemy Udemy is a learning platform that provides various courses related to stock market investing and trading. You can enroll in the course here.

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WiserAdvisor

OCTOBER 5, 2023

Insights from a recent survey conducted in early July 2023 shed light on the pivotal role of AI in money management among US adults. The survey revealed that 40% of the investors who participated believe AI holds promise as a valuable tool for managing their finances. How has AI transformed money management so far?

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Meb Faber Research

NOVEMBER 1, 2023

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.

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