2001, Asset Allocation and Risk Tolerance

The Super Bowl and Your Investments

The Chicago Financial Planner

FEBRUARY 5, 2022

Baltimore (an old NFL team that was formerly the original Cleveland Browns) won in 2001 and the market dropped. Any investment strategy that does not incorporate your goals, time horizon, and risk tolerance is flawed. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Costs matter.

Investments

Investments Investing Financial Planner Risk Tolerance

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management.

Assets

Assets Clients Investing Investments

Financial Advisor Source

The Super Bowl and Your Investments

Transcript: Julian Salisbury, GS

Webinars

Stay Connected