The Big Picture

MAY 9, 2023

At the end of 2008, we owned a lot of illiquid assets. And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time. So you’re Chief Investment officer of Asset and Wealth Management.

Assets 299

Assets Clients Investing Investments 299

MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

Risk Tolerance 52

Risk Tolerance Asset Allocation Financial Advice Investment Advisor 52

Clever Girl Finance

OCTOBER 8, 2024

If you are unsure about making investment decisions or have specific concerns, I definitely recommending educating yourself by reading investing books or speaking with a licensed financial advisor for specific investment advice. Understand your risk tolerance Assess your age, income, and goals to determine your risk appetite.

Investing 98

Investing Investments Risk Tolerance Portfolio 98

The Big Picture

SEPTEMBER 12, 2022

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. Let’s talk about books. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investing 299

Good Financial Cents

SEPTEMBER 2, 2022

From there, your investment will be fully managed, including periodic rebalancing to maintain the asset allocation, as well as reinvestment of dividends. You can choose the type of pie you want to invest in based on your risk tolerance and timeline, or you can create your own pie. Diversify Your Investments.

Investing 91

Investing Investments Accounting Portfolio 91

The Big Picture

NOVEMBER 14, 2023

The multi-asset platform manages things like offerings that give you inflation, hedging against inflation. So we use publicly traded real assets and commodities. We also do asset allocation and overlays. So I say that with respect to our equity book. Let’s talk about books.

Math 130

Math Management Insurance Assets 130

WiserAdvisor

NOVEMBER 6, 2023

You may consult with a professional financial advisor who can help suggest suitable investing strategies that align with your risk tolerance, future goals, and needs. A 529 account is a specialized investment tool designed to cater to higher education expenses, like college tuition, books, etc.

Investing 40

Investing Investments Financial Advisor Taxes 40