A Wealth of Common Sense

APRIL 4, 2024

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

Risk Management 105

Risk Management Management Financial Advice Marketing 105

Abnormal Returns

JULY 26, 2022

morningstar.com) How have multi-factor portfolios performed in practice. (insights.factorresearch.com) Can Twitter be used to forecast inflation? alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes.

Risk Management 130

Risk Management Management Asset Allocation Media 130

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.

Risk Management 90

Risk Management Marketing Marketing Portfolio 90

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. Would they consider a 5% return worth taking a risk or 20%?

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 307

Assets Management Asset Allocation Risk Management 307

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. rcmalternatives.com) Bogumil Baranowski talks concentrated portfolios with Eric Markowitz who is a Partner and the Director of Research at Nightview Capital.

Risk Management 261

Risk Management Management Portfolio Assets 261

Advisor Perspectives

JUNE 28, 2024

Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.

Risk Management 52

Risk Management Portfolio Management 52

Alpha Architect

FEBRUARY 7, 2025

We are far from a bubble. Is There A Bubble In Private Credit? was originally published at Alpha Architect.

Risk Management 73

Risk Management Media Portfolio Management 73

Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. You may diversify your portfolio by investing in stocks, ETFs, or multi-cap mutual funds. Stock Market Risk Management Strategies. Advantages of Effective Risk Management. Learn about the company. Conclusion.

Risk Management 59

Risk Management Management Pharmaceutical Investing 59

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

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. Please read the Alpha Architect disclosures at your convenience.

Risk Management 54

Risk Management Portfolio Management Asset Allocation 54

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 (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

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.

Risk Management 59

Risk Management Management Marketing Marketing 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. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their risk assessment expertise contributes to portfolio quality management.

Financial Services 59

Financial Services Risk Management Portfolio Distribution 59

Validea

MARCH 31, 2025

From risk management to overcoming failure, this episode blends Schwagers expertise with Jack and Matts commentary, offering valuable takeaways for investors of all kinds. Main Topics Covered: Paul Tudor Jones approach to avoiding complacency by evaluating your portfolio as if you started it today.

Risk Management 52

Risk Management Media Management Taxes 52

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.

Risk Management 52

Risk Management Portfolio Management Management Economics 52

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.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

Management 130

Management Assets Portfolio Insurance 130

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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

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.

Investing 217

Investing Investments Recruitment Math 217

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.

Risk Management 134

Risk Management Portfolio Management Marketing 134

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.

Risk Management 52

Risk Management Management Portfolio Investing 52

Random Roger's Retirement Planning

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? 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

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 110

Math Risk Management Portfolio Management 110

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?

Portfolio 52

Portfolio Risk Management Distribution Management 52

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. Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income.

Management 77

Management Taxes Estate Planning Asset Allocation 77

Carson Wealth

JANUARY 23, 2025

Tomorrow Bucket: Time Horizon: 210years Purpose: Medium-term goals and lifestyle expenses Investments: Bonds, income-producing strategies, lifestyle portfolios Designed for moderate growth and income, this bucket can help you navigate intermediate needs while managing risks like sequence of returns.

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Validea

NOVEMBER 2, 2024

In an environment where investors may have faced significant losses in various sectors – from growth stocks to cryptocurrencies to bond portfolios – he emphasizes the importance of being kind to yourself while maintaining the courage to continue taking action.

Risk Management 52

Risk Management Investing Investments Management 52

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.

Certification 105

Certification Risk Management Education Management 105

Random Roger's Retirement Planning

OCTOBER 16, 2024

For a little context, putting an entire portfolio into PSPNX would have compounded since inception at 13.89% with a standard deviation of 19.29% versus 14.67% and 17.51% for the S&P 500. The potential use would be how a smaller weight incorporates in to a diversified portfolio. Between 1 and 2 it's sort of a push.

Portfolio 97

Portfolio Risk Management Taxes Numbers 97

WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Read more to learn about asset allocation and how it can impact your portfolio.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

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.

Risk Management 107

Risk Management Management Commission Accounting 107

Discipline Funds

MARCH 10, 2023

Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And as the deposits poured out SVB found itself in a liquidity crunch where they were technically insolvent and for the sake of risk management they needed to shore up the balance sheet.

Risk Management 145

Risk Management Banking Economy Valuation 145

Carson Wealth

JULY 3, 2024

Identifying these risks early and having a plan to mitigate them can save your business from significant setbacks. Conduct a risk assessment to identify potential risks and their impact on your business. There are investment solutions that help minimize the tax implication while aligning with portfolio goals.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

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 80

Risk Management Portfolio Investing Investments 80

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion. And they are not the typical hedge fund. Your next stop is Millennium.

Healthcare 163

Healthcare Portfolio Management Investing 163

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. That is buying low.

Portfolio 59

Portfolio Management Risk Management Distribution 59