Random Roger's Retirement Planning

OCTOBER 10, 2022

We've written a lot about managed futures during this bear market as well as during the financial crisis. I am absolutely a believer in the strategy even though it generally did poorly for most of the 2010's. It worked during that stretch though for maintaining its negative to low correlation to equities as equities rocketed higher.

Management 98

Management Risk Management Asset Allocation Assets 98

WiserAdvisor

FEBRUARY 29, 2024

Navigating the complex world of personal finance, especially with retirement looming on the horizon, can be daunting. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. Hiring the best financial advisors for retirement can lead to better savings and investment outcomes.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

The Big Picture

DECEMBER 19, 2023

He, he had retired, retired, but he was still active. So in 2010, when they were looking for someone to start their healthcare team in San Francisco, I, I jumped at the opportunity, right? What do you do in terms of risk management? And it starts with good risk management and optimal portfolio construction.

Healthcare 162

Healthcare Portfolio Management Investments 162

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I applied to Maryland State retirement. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. Absolutely.

Assets 147

Assets Management Investments Investing 147

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 162

Clients Investments Investing Management 162

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. I really don’t.” – Derek Robinett. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. 2010, August 1). Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52