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Why Private Real Estate Debt REITs Belong in Every Investor’s Portfolio

Wealth Management

Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.

Portfolio 298
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Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Carson Wealth

As with any other part of your financial plan, philanthropy can involve some risks. A recent survey of donors and nonprofits found that one in five projects are negatively affected by risk. [1] 1] So, its essential to integrate strong risk management practices into your philanthropic activities. Honestly, it can be.

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Tax Compliance and Risk Management: Navigating Complex Tax Environments

Carson Wealth

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

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The Difference Between Market Timing & Risk Management

A Wealth of Common Sense

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

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Research links: reasonably efficient markets

Abnormal Returns

blogs.cfainstitute.org) Using machine learning for portfolio optimization. blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' Quant stuff AI is not just another technology. capitalspectator.com) Poker as a tool to learn trading.

Marketing 267
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Navigating Private Credit: Fidelity's Insight into Direct Lending and Middle Market Strategies

Wealth Management

David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.

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A Look at How a Variety of Risk Management Approaches Have Worked in 2022

Validea

The fact that bonds haven’t worked has made risk management very challenging during this bear market. But that doesn’t mean there was no way to manage risk. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios.