Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

International College of Financial Planning

MAY 9, 2024

Advanced data analytics, and AI-driven market prediction tools are now at the forefront, helping advisors identify market trends, forecast economic conditions, and tailor investment strategies to meet specific client needs. This is crucial in maintaining the confidentiality of sensitive client information.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Risk Management Guru

AUGUST 12, 2020

Do this by asking plenty of “what if” questions, deciding on a set of automatic kill responses, implementing status metrics, and continually communicating with everyone on all sides of you. Critiquing Only Your Own Risk. Being “near compliant” automatically puts your organization at risk.

Insurance Coverage 52

Insurance Coverage Compliance Risk Management Communication 52

Brown Advisory

SEPTEMBER 6, 2022

Impact investing: Seeks above all to generate positive, measurable impact in such areas of concern as social justice, environmental conservation, sustainable agriculture, animal welfare, renewable energy, economic development, and the provision of affordable and accessible basic services (housing, health care, education) to enhance human well-being.

Government 98

Government Investing Investments Portfolio 98

Discipline Funds

OCTOBER 27, 2023

My economic outlook over the last few years can be summarized as follows: Covid created a bust that the government washed away with fiscal stimulus. Aggressive Fed tightening creates the outlier risk of a credit event as inflation slows and potentially slows more than the Fed wants during a softening economic environment.

Economics 57

Economics Banking Risk Management Communication 57

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. In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Listening is more than just a courtesy.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

International College of Financial Planning

JULY 10, 2023

Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

AUGUST 16, 2020

Besides affecting our personal lives and disrupting it completely, the coronavirus pandemic has taken a severe toll on the economic condition of the country too. They will prove to be one of the pioneer economic drivers that will help restore balance to the ensuing precarious condition. What is worse is that this is not over yet.

Recruitment 52

Recruitment Financial Planning Communication Planning 52

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 actually went and worked in economics, I was an econometrician. So, so let’s talk a little bit about risk management. Absolutely.

Assets 147

Assets Management Investing Investments 147

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. Rethink lines of credit and other lending arrangements in light of rising interest rates.

Planning 52

Planning Taxes Clients Strategic Planning 52

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

ClearMoney

DECEMBER 14, 2021

More Robust Risk Management. We believe broad diversification is the primary tool for controlling risk in both equities and fixed income, adding to the appeal of systematic investing. However, both goals and risks can be more clearly defined for fixed income relative to equities. 1 (January 2016): 69–103.

Investing 52

Investing Investments Commission Distribution 52

International College of Financial Planning

MAY 30, 2023

Some popular finance careers include financial planning, investment banking, corporate finance, and risk management. Ethical conduct by finance professionals fosters trust and confidence, promotes investments, and supports economic development. Fostering open communication about ethical concerns.

Ethics 40

Ethics Compliance Education Clients 40

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. And until they decide to communicate a different message, that’s what the market is going to continue to follow.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

NOVEMBER 1, 2019

Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. The tax overhaul authorized the creation of Opportunity Zone funds, which allow for tax-advantaged investments in geographies targeted for economic renewal. “OZ Bundling of Charitable Gifts.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year.

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 19, 2022

Is this aimed at the advisor community? You know, we do the typical stuff, market economic outlooks and research there, product research. They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

APRIL 18, 2023

You see these things before they start to show up in the economic data. So we share themes and we share these economic signals. You want to be able to ensure that you’re bringing in best-in-class management that’s really perfectly aligned with you. You know, economically, that’s a big thing.

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. You raised another $11 billion in capital, despite the economic environment. You guys had a huge year. KENCEL: Yeah.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 147

Banking Marketing Marketing Investing 147

Indigo Marketing Agency

JANUARY 25, 2025

His bestselling books, including Radical Relevance , and coaching programs offer advisors proven strategies to attract ideal clients and communicate their value effectively. Aaron Klein Reason to Follow: Visionary in financial risk management software Aaron Klein, co-founder of Nitrogen , is a visionary in risk management software.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

JANUARY 14, 2025

Last time you were on a panel, we were talking about the rise of, of some emerging managers, including yourself. You graduate with a bachelor’s in economics. So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing. So just not even knowing a question exists.

Management 147

Management Investing Investments Assets 147

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. You have a B.A. I go over to Salomon.

Government 321

Government Banking Numbers Investing 321

Carson Wealth

DECEMBER 30, 2024

Verdict: Correct Our proprietary leading economic index (LEI) for the US never indicated a recession in 2023 or 2024. (We We did expect inflation to pull back, allowing the Fed to cut, but we also expected economic growth to stay strong (thus avoiding recessionary cuts). Two: Our Proprietary LEI suggests expansion continues.

Marketing 62

Marketing Marketing Valuation Economy 62