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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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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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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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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

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Assets Management Portfolio Investing 141

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 Management Risk Management Ethics 52

WiserAdvisor

AUGUST 14, 2023

With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods.

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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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Wealth Management

DECEMBER 5, 2023

David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and 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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Financial Advisor Insurance Coverage Charitable Planning Estate Planning 189

Risk Management Guru

OCTOBER 1, 2021

Once the simulation has run, (virtually) millions of its results will produce a distribution of outcomes that can be analysed by the Risk Managers and displayed in a distribution chart. After designing this Excel solution, I’ve written a post questioning the Risk community if “ Is Anyone Still Using Risk Heatmaps?

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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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Trade Brains

DECEMBER 5, 2023

Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities. It covers the basics of options, option Greeks, technical analysis, option chain, selecting strike prices, trading strategies, Psychology and money management in options trading.

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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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Wealth Management Management Risk Tolerance Retirement Planning 59

The Big Picture

JUNE 24, 2023

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Borish also explains why “Trading and risk management are inherently unnatural.” Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover.

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Investing Investments Recruitment Math 211

Alpha Architect

DECEMBER 29, 2023

Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight. Fifty Shades of Grey Swans: the Risks that Matter Most was originally published at Alpha Architect.

Math 75

Math Risk Management Portfolio Management 75

Advisor Perspectives

DECEMBER 3, 2022

We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.

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Portfolio Risk Management Valuation Management 52

Validea

SEPTEMBER 20, 2023

We talk about their unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. We also discuss the importance of educating investors, what makes a good investment manager, quantitative vs discretionary management and a lot more.

Management 52

Management Investing Investments Education 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?

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Wealth Management Management Risk Tolerance Retirement Planning 52

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

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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.

Risk Management 74

Risk Management Portfolio Investing Investments 74

Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 56

Portfolio Management Risk Management Portfolio Management 56

Validea

APRIL 10, 2023

But many banks don’t retain a chief risk officer; it’s up to their CEOs to manage risk, contends an article in Barron’s. Check Out Validea’s Top Warren Buffett Stocks Today The post Buffett Shows Bank CEOs How To Manage Risk appeared first on Validea's Guru Investor Blog.

Banking 52

Banking Management Insurance Investing 52

Alpha Architect

AUGUST 4, 2022

An implementable trading strategy that combines both systematic and momentum-specific risk more than doubles the Sharpe ratio of original momentum and outperforms existing risk management strategies over the 1928–2020 period, in 5 and 10-year sub-samples, and an international momentum portfolio.

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Risk Management Portfolio Management Marketing 118

Advisor Perspectives

OCTOBER 24, 2023

That’s why Madison Investments, an independently owned investment firm managing $22.9 The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. billion in assets, recently launched its first suite of four income-oriented ETFs.

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Risk Management Management Accounting Portfolio 59

Trade Brains

NOVEMBER 21, 2023

The course topics are an introduction to technical analysis, various candlestick patterns, charting tools & software, trendlines& price patterns, technical indicators & their application, trading strategy and risk management. Also, traders can get certified for the course by clearing the exam conducted by NCFM.

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Risk Management Education Certification Management 98

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?

Management 59

Management Financial Advice Financial Advisor Risk Tolerance 59

Trade Brains

DECEMBER 12, 2023

As a part of risk management trading, respecting the logical stop loss is important. Profit target:- For the long position entered in a hammer pattern, the target can be based on the risk-to-reward ratio. As a part of risk management trading with stop loss and respecting the logical stop loss is important.

Risk Management 105

Risk Management Management Banking Portfolio 105

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.

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Wealth Management Management Estate Planning Financial Planner 40

SEI

OCTOBER 4, 2022

More than 30 years of experience providing employer-defined contribution plans with access to our risk-managed investment portfolios.

Planning 52

Planning Risk Management Portfolio Management 52

Truemind Capital

APRIL 28, 2023

If you make 50% returns in one year and 50% loss another year, you have lost 25% of your portfolio value in two years. For consistency, a risk management framework needs to be in place. For consistency, a risk management framework needs to be in place. Investment is not a sprint but a marathon.

Risk Management 52

Risk Management Portfolio Investing Investments 52

Random Roger's Retirement Planning

JUNE 7, 2023

Meb Faber hosted a fun podcast with Rodrigo Gordillo and Corey Hoffstein that dove very deep into managed futures and return stacking. Rod and Corey are very involved with various investment products (look at RDMIX and RSBT for more) that use managed futures to offer a return stacked strategy. The first pic shows the portfolio makeup.

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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. As an individual investor, CFPs are experts in the field of personal asset management.

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BlueMind

NOVEMBER 24, 2022

They will expect personalized services in investment management as well as from you and justifiably so. By keeping in mind certain common attributes and demands of HNW clients, you can deem the task somewhat more manageable. Related: Effective Strategies To Deal With Difficult Clients. In fact, the 2017 U.S.

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Trade Brains

FEBRUARY 13, 2024

As a part of risk management, trading with stop loss and respecting the logical stop loss is important. Profit target:- For the long position entered in a piercing line pattern, a target can be based on the risk-to-reward ratio or the levels of resistances in the market.

Risk Management 105

Risk Management Management Banking Marketing 105

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. It serves as a fundamental risk management strategy. A well-structured approach ensures that every aspect is carefully considered.

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Random Roger's Retirement Planning

OCTOBER 1, 2023

The Permanent Portfolio was devised decades ago by Harry Browne as diversified approach that favored defense and tried to ensure that no matter how bad things got, at least one holding was working. It also did very well through the financial crisis, the Permanent Portfolio was actually up a few basis points in 2008.

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