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. Approaching retirement and want another opinion on where you stand? Take stock of where you are.

Investments 184

Investments Investing Financial Planner Risk Tolerance 184

The Big Picture

MARCH 27, 2023

So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. So you retire in 2018. And the main one is that it used to be that hedge funds were populated with risk-tolerant investors. But it was not a liquidity issue. ’08 RITHOLTZ: Really interesting.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 299

Assets Clients Investing Investments 299

Cordant Wealth Partners

AUGUST 25, 2021

This is a helpful starting place, but the right answer for you will vary based on factors specific to you—your age, risk tolerance, other assets, spending level, life expectancy, etc. Another way to look at it is not in terms of a recommended maximum percentage but in terms of the downside risk you’re willing to take on.

Portfolio 52

Portfolio Taxes Assets Investing 52

The Big Picture

OCTOBER 5, 2024

Plus, if your home prices appreciate dramatically, hey that’s great for your retirement. And I think also because people are living longer and, you know, staying in jobs longer, taking longer to retire, there isn’t maybe as up as much upward mobility as there used to be. And they feel like that’s happening.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

FEBRUARY 20, 2024

Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. ’cause they sort of feel like, you know, we can wait a little bit longer and the risk that we’re taking is very slow because look at how strong the US labor market is. Try, try that.

Banking 147

Banking Economy Marketing Marketing 147