Validea

OCTOBER 12, 2022

For the last 40 years, managing risk for investors has been pretty easy. There have certainly been bear markets in the period, and some of them have even been severe, but the consistent negative correlation between stocks and bonds during those periods meant that bonds served as an excellent diversifier.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

BlueMind

OCTOBER 25, 2022

However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order to ensure your portfolio has the growth potential to reach your financial goals. Would they consider a 5% return worth taking a risk or 20%?

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

Abnormal Returns

OCTOBER 2, 2024

Podcasts Jill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. wsj.com) Personal finance Ben Carlson, "Your two best forms of risk management in retirement are diversification and flexibility with your plan." vox.com) The case against high yield savings accounts.

Retirement 277

Retirement Risk Management Accounting Insurance 277

Calculated Risk

OCTOBER 12, 2022

From the Fed: Minutes of the Federal Open Market Committee, September 20-21, 2022. Participants observed that a period of real GDP growth below its trend rate, very likely accompanied by some softening in labor market conditions, was required. "Purposefully moving" towards a more restrictive policy.

Communication 363

Communication Economics Risk Management Management 363

David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. The last thing Fed Chair Jay Powell wants to do is box himself into a corner.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Risk Management Guru

SEPTEMBER 29, 2022

In the stock market, risk management is locating, quantifying, and dealing with the various risks that can affect investment. It’s a must-have in the stock market since it aids traders and investors in deciding whether to purchase or sell a specific security. appeared first on Risk Management Guru.

Risk Management 59

Risk Management Management Marketing Marketing 59

The Big Picture

SEPTEMBER 16, 2023

She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators.

Assets 304

Assets Management Asset Allocation Risk Management 304

Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. If you have a firm grasp of these elements and how they influence stock market fluctuations, you will be in a better position to plan your investments. Go with the flow of the market. Stock Market Risk Management Strategies.

Risk Management 59

Risk Management Management Pharmaceutical Investing 59

Abnormal Returns

JULY 26, 2024

epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. capitalallocators.com) Ben Claremon talks with Brendan Hughes author of "Markets in Chaos."

Risk Management 264

Risk Management Management Portfolio Assets 264

Abnormal Returns

MARCH 15, 2023

Markets The demise of SIVB upended all manner of market trends. wsj.com) The bond market reversal caught a lot of managed futures funds offsides. rcmalternatives.com) Why Treasury bonds are not risk-free. huddleup.substack.com) Silicon Valley Bank How Silicon Valley Bank took its eye off the risk management ball.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

The Big Picture

MARCH 22, 2023

Wall Street Journal ) • Volatility is Nothing New : I’ve been in the finance industry for close to 20 years and it feels like we’ve lived through every type of environment imaginable — booms, busts, rising rates, falling rates, 0% rates, low inflation, high inflation, deflation, bull markets, bear markets and everything in-between.

Risk Management 291

Risk Management Manufacturing Management Government 291

Calculated Risk

JULY 5, 2023

From the Fed: Minutes of the Federal Open Market Committee, June 13-14, 2023. The staff's inflation forecast was little revised relative to the previous projection, and supply–demand imbalances in both goods markets and labor markets were still judged to be easing only slowly. percent this year, with core inflation at 3.7

Economics 305

Economics Banking Communication Economy 305

Abnormal Returns

DECEMBER 7, 2022

Trading Louis Sykes, "Some of the most intelligent and sophisticated traders on the planet lost everything in this market because they let ego get in the way of judgment and sound risk management processes." allstarcharts.com) Why you likely can't just buy, and successfully use, some one else's trading system.

Media 246

Media Financial Advising Risk Management Economy 246

Calculated Risk

FEBRUARY 21, 2024

From the Fed: Minutes of the Federal Open Market Committee, January 30–31, 2024.

Risk Management 232

Risk Management Economy Management Marketing 232

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Abnormal Returns

DECEMBER 11, 2022

(ofdollarsanddata.com) Things that never happened in markets before happen all the time. monevator.com) The 'bear market in everything' is a reset. awealthofcommonsense.com) The bonds vs. bond fund equation is more complicated than it looks. morningstar.com) How much wealth does it take to crack the 0.1%? ritholtz.com) Bond lingo, 101.

Risk Management 162

Risk Management Taxes Management Investing 162

A Wealth of Common Sense

APRIL 9, 2024

The next bear market. The bad stuff hurts more than the good stuff feels good so risk management rules the day. Finance people spend a lot of time worrying. About the next recession. The next Black Swan event. The level of interest rates and inflation and valuations and the Fed and basically everything else. This makes sense.

Risk Management 136

Risk Management Valuation Management Marketing 136

The Big Picture

JUNE 24, 2023

He is fond of noting: “Markets spend a lot of time doing nothing, then they reprice.” Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover. Borish also explains why “Trading and risk management are inherently unnatural.”

Investing 216

Investing Investments Recruitment Math 216

Mish Talk

NOVEMBER 13, 2022

An ATX notice says " Due to the current market situation, the integration is taking longer than usual." And we seek to provide the highest level of transparency on our liquidity and risk management. " Integration Issue or Fraud Issue? Is this an integration issue or something else?

Compliance 263

Compliance Risk Management Accounting Media 263

The Big Picture

MARCH 20, 2023

That was the best definition I could come up with: “ When an individual or company, through their own behavior and risk management, suffers a disastrous loss — but is then somehow made fully (or even partially) whole, and they do not have to suffer the impact of their own decision-making.”

Banking 324

Banking Insurance Government Management 324

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Alpha Architect

AUGUST 4, 2022

Across markets, momentum is one of the most prominent anomalies and leads to high risk-adjusted returns. On the downside, momentum exhibits huge tail risk as there are short but persistent periods of highly negative returns.

Risk Management 134

Risk Management Portfolio Management Marketing 134

WiserAdvisor

SEPTEMBER 8, 2022

In addition to this, every investor has a risk appetite. This way, you can absorb the short-term market fluctuations and eventually exit with high returns. However, if you are nearing retirement, your risk appetite would ideally drop. This is why portfolio risk management can be very critical.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Abnormal Returns

JULY 26, 2022

Markets What new lows tell us about the state of the bear market. bloomberg.com) A bear market has come for collectible sneakers. drorpoleg.com) Earlier on Abnormal Returns Research links: strict risk management. ofdollarsanddata.com) Regulatory arbitrage is feature, not a bug, of crypto.

Financial Advising 130

Financial Advising Medical Risk Management Retail 130

Nationwide Financial

OCTOBER 1, 2022

Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value. Become a risk management consultant for your business clients. Some HSBs have taken steps to shore-up their risk management profile, including: Enhancing their company’s risk management strategy – 18%.

Risk Management 52

Risk Management Management Consulting Insurance Coverage 52

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

FEBRUARY 3, 2024

Forex Trading In the world of financial markets, the rise of traders in currency markets is rapidly growing. Typically forex trading is much complicated and riskier compared to other markets like equity, derivative, and commodity. Forex markets exist as cash and derivatives, offering futures, options, and currency swaps.

Risk Management 107

Risk Management Management Commission Accounting 107

Discipline Funds

MARCH 10, 2023

Markets change over time. It’s human nature and it’s the thing that makes markets appear like the eternal recurrence I previously discussed. The COVID boom was the inevitable blow off top of the prior 10 year bull market. The assets change, the companies change, the people change. The laser eyes? Meme stocks?

Risk Management 145

Risk Management Banking Economy Valuation 145

Abnormal Returns

JULY 27, 2022

Markets When the risk-free rises, a lot of calculations change. abnormalreturns.com) Research links: strict risk management. fortunesandfrictions.com) Putting your investment losses into perspective. allstarcharts.com) Technology Mark Zuckerberg has put Facebook ($META) employees on notice.

Financial Advising 130

Financial Advising Risk Management Media Management 130

Calculated Risk

JANUARY 4, 2023

From the Fed: Minutes of the Federal Open Market Committee, December 13–14, 2022. Participants discussed a number of risk-management considerations related to the conduct of monetary policy. Many participants highlighted that the Committee needed to continue to balance two risks. emphasis added

Risk Management 130

Risk Management Economics Numbers Communication 130

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Top 7 Derivatives Trading Courses Here is the list of Top 7 Derivatives Trading Courses for traders offered by stock market academies in India.

Certification 105

Certification Risk Management Education Management 105

Trade Brains

NOVEMBER 17, 2023

Best Stock Market Courses For Indian Market : The stock market is a dynamic environment where businesses raise capital, and individuals seek to grow their wealth. Whether you are a seasoned pro or a curious beginner, the stock market offers an abundance of opportunities. Stock Market Investing Masterclass by FinGrad.

Marketing 59

Marketing Marketing Certification Risk Management 59

Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. bloomberg.com) Joe Weisenthal and Tracy Alloway talk with Benn Eifert about the seeming lack of risk managment among crypto firms. bloomberg.com) Joe Weisenthal and Tracy Alloway talk with Benn Eifert about the seeming lack of risk managment among crypto firms.

Financial Advising 130

Financial Advising Startup Risk Management Manufacturing 130

Carson Wealth

SEPTEMBER 23, 2024

We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish development for investors. The Fed’s essentially putting a floor under the labor market. First things first, why are they cutting? The S&P 500 surged 1.7%

Marketing 96

Marketing Marketing Economy Economics 96

A Wealth of Common Sense

SEPTEMBER 9, 2022

On today’s show we discuss: Intricacies of the fixed income market Trading stocks vs. bonds What problem IMTC is solving What type of analytics and data IMTC is providing Allocation vs. optimization Product use cases Risk management within fixe.

Risk Management 98

Risk Management Management Investing Investments 98

Alpha Architect

DECEMBER 29, 2023

Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight.

Math 110

Math Risk Management Portfolio Management 110

MarketWatch

JUNE 16, 2023

A meeting Friday of the multi-agency Financial Stability Oversight Council focused in part on the potential risks in the commercial real estate (CRE) market, said a U.S. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Treasury Department statement on the meeting.

Risk Management 96

Risk Management Banking Management Marketing 96