The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. We just get to focus on assets and asset risk management. There were a couple of reasons for that.

Assets 299

Assets Clients Investing Investments 299

WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters.

Clients 299

Clients Wealth Management Banking Investing 299