Podcasts about investment risk

On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best. Together, they unpack AM Best's latest outlooks on the property & casualty and life insurance sectors—covering everything from macroeconomic uncertainty to the rise of private credit, offshore reinsurance, and how ratings methodology is adapting to today's dynamic insurance investment landscape.   Ken shares his take on the growing role of asset manager-owned insurers, the shift toward more complex ownership structures, and the increased reliance on less transparent asset classes. He also discusses AM Best's internal working groups and how they aim to strike a balance between robust capital modeling and fair treatment for insurers with evolving portfolio strategies. Whether you're a CIO, portfolio manager, or regulator, this discussion sheds light on how risk, regulation, and ratings intersect in today's market.

Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question. Like this episode? Hit that Follow button and never miss an episode!

Greetings & welcome back to the podcast. This episode we are joined by Mr. Mac Van Wielingen – founder and chair of Viewpoint Group and co-founder of Viewpoint Investment Partners - a global, investment management company offering strategies to high net-worth families and institutional investors. Mr. Van Wielingen is also a founder, and partner of ARC Financial Corporation, the largest energy focused private equity fund in Canada with approximately $6 billion under management - and a founder and former chair (1996-2016) of ARC Resources Ltd., a leading Canadian energy company. Mr. Van Wielingen has served as chair of the Board of Alberta Investment Management Corporation (AIMCo), the board of Institute for Corporate Directors (ICD), and is a founding partner of the Creative Destruction Lab, Business Council of Alberta & Canadian Centre for Advanced Leadership. Among his many awards, Mr. Van Wielingen has been appointed to the Order of Canada, the Calgary Business Hall of Fame, has received The Queen Elizabeth II's Platinum Jubilee Medal (Alberta), the Ivey School of Business Alumni Award, and the Fraser Institute Founders' Award.Mr. Van Wielingen is also an honours graduate of the Ivey School of Business in finance and has studied post-graduate economics at Harvard University. Among other things we discussed Family Wisdom, the Origins of ARC Financial & Navigating Investment Risk. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show

On this episode of Beyond the Money, the discussion revolves around the critical concept of sequence of returns risk and its significant impact on retirement planning. Jackie Campbell explores various types of investment risks, emphasizing how market conditions during the early years of retirement can drastically affect portfolio longevity. She also delves into the emotional aspects of retirement readiness, highlighting the importance of having a solid financial plan that goes beyond mere numbers. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

In this episode, William Gibbons, Senior Insurance Investment Consultant at Mercer, is joined by Tom Davies, Head of UK Placement, Marsh, and Olaolu Aganga, US Chief Investment Officer, Mercer, to explore how non-life insurers can potentially capture opportunities while maintaining resilience in an economic and market environment that's in a state of flux. The conversation covers how diversification could help insurers achieve long-term portfolio resilience, adapting to a new insurance market cycle, and how insurers can potentially enhance client offerings.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Stephen Grootes discusses financial results with Charles Russon, Absa Group Interim CEO, and Jackie van Niekerk, CEO at Attacq, and talks to personal finance expert Warren Ingram about why reducing investment risk as you age may not be the best strategy.See omnystudio.com/listener for privacy information.

This week, our guest is Mark Fitzgerald, President and CEO of PETRONAS Canada, which owns a 25% stake in LNG Canada. LNG Canada will be Canada's first major LNG export terminal and is expected to start shipping Canadian natural gas to global markets from Kitimat, British Columbia, later this year. PETRONAS is one of the largest LNG operators in the world and has a key position in the Montney, Canada's leading and world-class shale gas play.Here are some of the questions Jackie and Peter asked Mark: What is the economic impact of LNG Canada Phase 1? How does the Montney compare to other natural gas plays globally? Can Canadian LNG compete with other global suppliers to Asia? How does the carbon emissions intensity of Canadian LNG compare to other suppliers? How would you describe the risk of investing in a Canadian LNG export terminal, compared with other countries where PETRONAS invests? Investment in Canadian LNG has been less than expected compared to a decade ago; what needs to change for Canada to attract new capital for building LNG export facilities? In your view, did BC Premier David Eby's announcement to fast-track 18 projects help address any barriers to investment? Does BC still require LNG facilities to be net zero greenhouse gas emissions by 2030, and does any other country require this? Are there any updates on the potential for a final investment decision (FID) on LNG Canada Phase 2?Content referenced in this podcast:338Canada  – Canadian Federal Election PollingPlease review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

In this episode of "Talking Real Money," Don and Tom discuss investment risk using "volatility scores" to compare investments. They break down how the ARK Innovation ETF's higher returns come with extreme volatility and steeper losses compared to the Vanguard Total World Stock Index. They answer listener questions, suggesting a fee-only fiduciary advisor to someone with a broker-built portfolio of individual stocks and annuities. They also recommend a retirement plan update for a long-time follower moving from saving to spending phase. Throughout the show, Don and Tom emphasize understanding investment volatility, diversification, and portfolio rebalancing with their trademark mix of financial know-how and friendly banter. [0:04] Intro to Financial Freedom [1:55] Don's Vision Pro Experience [3:03] Understanding Risk as Volatility [5:35] Types of Investment Risk [7:18] Portfolio Drawdown Concerns [9:48] ARK ETF's Extreme Volatility [13:22] Index Fund Rebalancing [14:13] VT vs ARKK Performance Comparison [16:53] Listener Questions Begin [24:51] Finding a Fiduciary Advisor [31:16] Transitioning to Retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

 In an increasingly confrontational world, you can add sanctions to what seems like an expanding field of investment risks. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to help investors identify and respond to sanctions risk. 

Matt Reilly, head of insurance solutions for Conning, discusses key findings from the company's annual Investment Risk Survey, revealing how P/C and life insurers are adapting their investment strategies amid evolving economic and market challenges.

What is riskier? Doing nothing or investing? This episode delves into the crucial distinctions between conservative and high-risk investment approaches, underscoring the paramount importance of financial literacy. Drawing from his personal journey of growing up in a financially uninformed environment, David Shaw shares how this experience profoundly influenced his investment strategies. David passionately advocates for prudent, long-term investment strategies, such as consistently investing small amounts into the S&P 500 over time (dollar-cost averaging) and building a portfolio of high-quality real estate. He cautions against the detrimental consequences of delaying investment decisions, emphasizing the potential for significant missed opportunities.TakeawaysInvesting conservatively may stem from financial illiteracy.Many people only act when inaction becomes riskier than action.Financial literacy is crucial for making informed investment decisions.Investing in established vehicles like the S&P 500 is safer.Real estate can be a reliable long-term investment.Dollar cost averaging helps mitigate investment risks.Starting to invest early can lead to financial security.Avoid exotic investment products later in life.Wealth building requires habitual investment practices.Understanding risk is essential to avoid poor investment choices.TitlesNavigating the Investment Landscape: Conservative vs. RiskyFinancial Literacy: The Key to Smart InvestingSound Bites"What is riskier? Doing nothing or investing?""Wealth building is habitual. It's a habit.""Investing in the S&P is devoid of risk."Chapters00:00The Roots of Financial Conservatism06:54Strategies for Safe Investing12:42Final Thoughts and Advice13:31The Importance of Feedback14:04The Power of Storytelling14:11Introduction to Burn Your Boats Wealth Podcast14:39Engagement and Community BuildingKeywordsinvesting, financial literacy, conservative investing, risk management, wealth building, S&P 500, real estate, dollar cost averaging, financial education, investment strategies#Investing #FinancialLiteracy #WealthBuilding #InvestmentStrategies#ConservativeInvesting #RiskManagement #SP500 #RealEstateInvesting #DollarCostAveraging#FinancialEducation #LearnToInvest #burnyourboatswealthpodcast #davidshaw #smartinvesting #realestate Hosted on Acast. See acast.com/privacy for more information.

We all have a risk tolerance - how much risk td you want to take for the commensurate reward? In stock market investing, risk is defined by 5 categories.  Today we explain each category and debunk some of the myths that it is based only on age.Key Takeaways:ConservativeModerately ConservativeModerateModerately AggressiveAggressive

This week on Success in the New Retirement, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!See omnystudio.com/listener for privacy information.

What determines financial “success”? A major factor includes your ability to play financial defense and minimize the severity of potential investment failure.    In this episode, we discuss:   The definition of “investment risk” How to factor statistical anomalies into your investment plan What it means to mitigate risk in your retirement strategy Today's article is from Enterprising Investor titled, Low Probability of Loss: Why It Doesn't Equal Low Risk in Investing. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/474 Rate & Review the Podcast: RetireWithPurpose.com/review

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Fabrice des Mazery, former entrepreneur and product leader. They discuss transforming product management from a technical function to a business-driven discipline, focusing on ROI, investment strategies, and portfolio management in product development.

If you think product development comes after business strategy, you're leaving money on the table and falling behind your competitors. Don't do that. In this episode, you'll learn why smart business leaders are using prototypes as a strategic weapon - so you can do it too. You'll learn: - Why your 50-page strategy doc is worth less than a tested napkin sketch - How your "small" idea might actually be a golden goose in disguise - The real reason PowerPoint presentations don't get funding (spoiler: they're boring) - Why waiting for the perfect strategy is like waiting to get in shape before going to the gym

In this episode, Nino Gonzalez and Pei Chen dive into the essential topic of investment risk management. Whether you're managing your finances alone or alongside a partner, navigating investment risks is critical. Nino and Pei share personal insights on how to communicate financial challenges, handle losses, and develop a proactive strategy to protect your portfolio. Learn how to assess risk, manage setbacks, and ensure that both you and your loved ones are on the same page when it comes to financial goals.

While negotiations over wage increases and working conditions continue, the Boeing workers strike has cost the company, and the U.S. economy, an estimated $5 billion. Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd. ADR, Profits, Saving Bonds, EG - Everest Group Ltd., Market Wrap, Boeing Strike Enters Second Month: $5 Billion Economic Toll and Counting, ALSN - Allison Transmission Holdings Inc., ALB - Albemarle Corp., URA - Global X Uranium ETF, Investment Risk, Price Targets, ALSN - Allison Transmission Holdings Inc., RBLX -Roblox Corp., Interest Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Every now and then a situation comes around that stretches the limits of possibility. System1 is just such a situation, and private credit investors should take note. In this week's episode of Cloud 9fin, distressed legal analyst Jane Komsky and distressed credit analyst Swapnil Sawant reveal the playbook of SPAC-era darling System1's unique take on a liability management exercise that highlights a novel approach asset stripping. Read more about the mechanics of this deal in Swapnil's analysis on 9fin.com. To get involved in the podcast, drop us a line at podcast@9fin.com.

Sarah Fromson, who is Chair of the Cambridge University Endowment Fund Investment Advisory Board.  She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.  Our conversation starts with Sarah's ascent through the City in various investment and risk roles and discuss the evolution of the risk management function. We discuss how norms and corporate culture changed during this time, and how risk was handled at Wellcome Trust. We move then to discuss her portfolio career and what it takes to be an effective board member and chair.    This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.  With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.

Investing wisely involves navigating various levels of risk, with each decision impacting potential returns and stability. For beginners, understanding how to approach investments through a risk-averse lens is crucial for building a resilient financial future. By focusing on strategies like diversification and clear goal-setting, new investors can mitigate risks while aiming for steady growth and financial security.Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well.Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.You can also create an audible account to find helpful finance books to listen to here, and the top selling finance books on Amazon here. As an Amazon associate I can earn from qualifying purchases. For those who receive SNAP, Medicaid, or other qualifying government assistance, you can save more with Prime Access. Learn more.Need some swag? You can order Finances and......

In this episode of Financial Safari, Coach Pete and his team discuss the current economic landscape, focusing on interest rates, inflation, and the importance of retirement planning. They emphasize the need for an exit strategy in financial planning and the significance of safe money strategies to ensure a secure retirement. The conversation highlights the challenges faced by everyday consumers in navigating the financial world and offers insights into effective financial management. In this conversation, the hosts discuss various aspects of retirement planning, emphasizing the importance of building a solid financial foundation, understanding inflation, and navigating investment risks. They highlight the need for education in financial planning and the significance of having a fiduciary advisor who prioritizes the client's needs over commissions. The discussion also addresses common financial questions and concerns, providing insights into effective strategies for achieving financial security in retirement.See omnystudio.com/listener for privacy information.

In this episode of ThimbleberryU, Jon Gay and Amy Walls discuss the risks of having a highly concentrated portfolio. Amy defines a highly concentrated portfolio as one where a single asset or a small group of assets constitutes 10% or more of the portfolio's total value. This lack of diversification can increase risk significantly, as the portfolio's performance hinges on those few investments.Amy explains that increased volatility is a major risk factor. A portfolio with fewer assets is more susceptible to large swings in value based on the performance of those assets. For instance, if a single asset makes up 25% of the portfolio and its value drops significantly, the entire portfolio suffers. This risk is compounded if the concentrated asset belongs to a single company or industry, which can be affected by negative news, regulatory changes, or industry-specific challenges.Jag and Amy also explore the emotional stress associated with a concentrated portfolio. Significant fluctuations can lead to stress, resulting in impulsive decision-making, such as selling low during downturns. Amy highlights the importance of diversification in spreading risk and reducing the impact of any single investment's poor performance. Without diversification, investors are essentially putting all their eggs in one basket, which can be dangerous.To assess if their portfolio concentration is acceptable, Amy suggests investors ask themselves several questions. These include evaluating their financial and emotional ability to handle a significant loss, understanding their level of diversification, considering their time horizon for needing the money, and determining their stress tolerance for market fluctuations. Investors should also reflect on their understanding of the investment and its risks, how it aligns with their long-term financial goals, and their exit strategy if things don't go as planned.Behavioral finance plays a crucial role in investment decisions. Amy advises listeners to consider their reaction to market volatility, potential overconfidence in investment decisions, and biases such as anchoring, confirmation, and recency bias. It's essential to recognize tendencies to hold onto losing investments or be influenced by herd behavior. Additionally, Amy emphasizes the importance of simplifying decision-making processes and understanding how personal experiences influence behavior.If investors decide their portfolio is too concentrated, Amy recommends several steps. These include immediate or gradual diversification, using tax-advantaged accounts to minimize tax impacts, considering exchange funds to pool concentrated stocks with other investors, employing hedging strategies, making charitable donations of concentrated stock, and seeking professional guidance.In conclusion, Jon and Amy stress the importance of regularly reviewing portfolios and reassessing risk tolerance. Each individual's situation is different, and risk tolerance can change over time. Staying flexible, open-minded, and informed is crucial for managing investment risks effectively. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Have you ever considered how global investing can reshape the entrepreneurial landscape and open new doors for startups? In this episode, host Marcia Dawood explores this intriguing concept with guest Cintia Mano, a Lisbon-based former corporate strategist turned angel investor. Cintia's journey from founding a startup to supporting other entrepreneurs globally provides a rich tapestry of insights into the world of early-stage capital and mentorship.Cintia reveals how her initial foray into entrepreneurship helped her understand the critical role of angel investors. This episode dives into her pivot from a traditional career to nurturing startups through COREangels, a unique collective that pools resources and expertise across borders to make impactful investments.This episode is a must-listen for anyone intrigued by global investing and its potential to accelerate startup growth, providing valuable insights into building diversified portfolios and fostering international collaboration for maximal impact. To get the latest from Cintia Mano, you can follow her below!LinkedIn - https://www.linkedin.com/in/cintiamano/- A webinar about the contribution of angels on the returns of startups: ROI (coreangels.com)- COREangels site: www.coreangels.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Have you ever thought real estate can be the best asset to set your retirement goals and life vision? We're excited to have Christopher Borden as we're heading into achieving another milestone for this podcast show!Chris tells us about his strong background in the corporate industry, his transition to real estate, particularly in note investing, and bringing his desires for his family into reality through this business!Key Points & Relevant TopicsChris' extensive background in the corporate world, his decision to move from Hawaii to Utah, and his transition to real estate investingThe power of networking in seeing different opportunitiesChris' process for visualizing his family's future and goalsNote investing and its role in setting and achieving goalsEffectively determining an asset's return and risk profile Hedging against the impact of the changing real estate environment and market volatilityWays to get educated and learn about real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Christopher BordenChris Borden is a seasoned C-Suite executive with over 25 years of experience in operational, financial, marketing, and commercial real estate strategies. As a proud father, grandfather, and husband, Chris has built a strong foundation of family values, which he integrates into his business endeavors. Originally from Hawai'i, Chris held the position of President of the state's second-largest retail food chain and served as Vice President and CMO of its parent company. Under his leadership, the company experienced consistent growth, with most years achieving mid double-digit net profit growth. Chris and his team received numerous awards and honors, and in 2019, Forbes named him a top 10 employer in Hawai'i. In 2021, Chris and his wife made the decision to transition from their W2 careers and relocate from Hawai'i to Utah to be closer to their children and grandson. They founded and currently manage six businesses centered around real estate investing, with a focus on commercial properties. In addition, they are founding partners of two 501(c)(3) non-profit organizations aimed at providing education and economic growth opportunities in underserved countries. With a strong emphasis on adding value and identifying opportunities for greater returns, Chris has quickly established himself as a force in the commercial real estate investment sector. In a short period, he has personally transacted over $14 million in investment debt loans and expanded into large commercial investments as a General Partner of four separate properties totaling 507 units with a combined value over $100 million. Chris' passion for real estate investing and commitment to delivering exceptional results have earned him a reputation as a reliable and trustworthy partner in the industry. His dedication to staying informed of market trends and ability to adapt to changing conditions have contributed to his continued success in the commercial real estate investment landscape. Get in Touch with ChristopherWebsite: https://risecapitalinvestments.co/ LinkedIn: Christopher BordenTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

n this episode of Tactical Empire, host Jeff Smith chats with guest Shawn Rider about the implications of speed camera tickets and government overreach. They also discuss an upcoming real estate course aimed at guiding participants through purchasing properties within 60-90 days, removing common misconceptions, and offering hands-on, tactical advice. Sean and Jeff emphasize the importance of investing in hard assets like real estate for financial stability and freedom, touching on various financing methods and the overall benefits of such investments. The course offers both educational value and actionable insights for beginners and seasoned investors alike.Chapters:00:00 Introduction to Tactical Empire00:41 Speed Camera Controversy04:40 Upcoming Real Estate Course08:43 Importance of Real Estate Investment16:05 Course Details and Registration20:26 Conclusion and Final ThoughtsYou can connect with Shawn Rider on Facebook and Instagram. If you're interested in the Online Course, you can visit the website belowhttps://tacticalempirecourse.com If what you heard resonated with you, you can find Jeff on Instagram, Facebook. If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169. And don't forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word!

We've all heard the saying, “Don't put all your eggs into one basket,” which rings true for building your portfolio. The ideal portfolio consists of more than stocks and bonds – it includes Alternative Investments, like real estate, drilling funds, and value adds. In this episode of Absolute Trust Counsel, certified financial planner Miguel Delgado joins us for a third installment of our financial planning discussion to take a deep dive into this invaluable topic. Together, we'll discuss the benefits of Alternative Investments, the different types, how to qualify, and how you can get the most out of them. These strategies include qualified opportunity zones (QOZ), 1031 exchanges, and so much more. Don't miss out - tune in now!   Time-stamped Show Notes: 0:00 Introduction 1:33 We've all heard the saying, “Don't put all your eggs in one basket,” so to start us out, we're discussing asset diversification and what it truly means. 2:51 Having a diverse mix of stocks and bonds can lessen your risk to an extent, but at the end of the day, they all belong to the same asset class. That's why, in this segment, we explore Alternative Investments. 5:40 What makes alternative investments less volatile? They're not affected by the same risks as publicly traded markets, like stocks and bonds. 8:37 Not everyone qualifies for Alternative Investments. Here's what you need to know. 11:15 Why are Alternative Investments crucial for a portfolio? The number one reason is spreading out risk. 13:09 Press Play as we explore some Alternative Investments and their benefits, starting with drilling funds. 15:37 A Qualified Opportunity Zone (QOZ) investment allows you to defer taxes for an event where capital gain is triggered. 18:35 A QOZ investment and 1031 Exchange are similar but have key differences. Listen in for everything you need to know. 20:41 While QOZ investments and 1031 Exchanges can both be used on real estate assets, one could be preferred over the other, depending on the circumstance. Here's why. 22:47 Thank you, Miguel, for sharing your incredible insights with us!

This week, Pam Krueger, founder of Wealthramp, joins to help answer listener questions about life insurance, investing, and debt management. Listen to Pam's interview from earlier this month, discussing ways to find a great financial advisor. Wealthramp is a platform that has matched over 20,000 individuals with fiduciary advisors and financial planners since 2019 and boasts client retention rates exceeding 98%. Wealthramp's vetted advisor network spans the country and offers diversity in geography, specialization, gender, and fee structure. Visit Wealthramp.com/Farnoosh to start your search today.

Welcome to another episode of Passive Income Pilots, where we delve into the burgeoning world of assisted living investments. Join hosts Tate Duryea and Ryan Gibson as they discuss the impact of the demographic shift known as the "Silver Tsunami" with Dwayne Clark, founder of Aegis Living. Dwayne shares his extensive experience in building a premier brand in the senior housing industry and provides insights into the challenges and triumphs of caring for the aging population.Timestamped Show Notes:(00:00) - Introduction by Tate and Ryan, discussing the demographic trends boosting assisted living investments.(01:00) - Tate shares a personal story highlighting the immediate relevance of senior care.(02:00) - Ryan introduces Dwayne Clark, highlighting his accomplishments and the ethos of Aegis Living.(04:00) - Dwayne Clark joins the conversation, detailing his journey from the criminal justice field to senior housing.(05:00) - Discussion on the inception of Aegis Living and the challenges of funding and growing a business in senior housing.(07:00) - Dwayne reflects on the sacrifices made to establish Aegis Living, including personal financial risks.(10:00) - Exploring the demographic changes affecting senior housing and the concept of the "silver tsunami."(13:00) - Insights into the supply constraints in senior housing exacerbated by COVID-19 and its impacts on the market.(15:00) - Dwayne shares his philosophy on integrating community history and elements into the design of Aegis facilities.(17:00) - Detailed explanation of different types of senior living and care options available.(20:00) - Discussion on the investment aspects of senior housing and the importance of choosing the right management.(24:00) - Dwayne addresses how families can finance senior living through home equity and other means.(28:00) - Advice for individuals on how to discuss and plan for aging parents' future care needs.(32:00) - Ryan and Tate reflect on the operational excellence at Aegis Living.(35:00) - Dwayne discusses the role of adversity in shaping his career and approach to senior living.(38:00) - Closing thoughts on the current economic climate and its effect on the real estate and senior living sectors.Resources Mentioned:Aegis Living Website: Visit Aegis LivingDwayne Clark's Personal Website: Explore HereDwayne's upcoming book Where's Your Purse: A Guide for Children with Aging Parents details managing aging parent care.Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment.

The current interest rate environment is driving a rise in downgrades, special situations and liability management exercises. But how to know which of the increasing number of stressed and distressed credits are worth adding to — or keeping in — the portfolio?In this week's episode of Cloud 9fin, senior reporter Bianca Boorer sits down with Rob Fawn, a portfolio manager in the European leveraged finance team at PGIM Fixed Income, to talk about how this new era is creating new challenges and new opportunities for leveraged finance teams.

Welcome to another edition of the InsuranceAUM.com podcast. We're going to be talking about insurance regulation. We are joined by none other than the regulatory savant Mr. Amnon Levy, who is the founder and CEO of Bridgeway Analytics, and we are joined today by Commissioner Nathan Houdek.

#PRC: Extreme investment risk. Guests: Jonathan Ward, senior fellow at the Hudson Institute and author of "The Decisive Decade: American Grand Strategy for Triumph Over China", @GordonGChang, Gatestone, Newsweek, The Hill https://www.cnbc.com/2024/04/08/yellen-us-ready-to-sanction-china-for-su... November 1931 China

In today's episode hosts Tate Duryea and Ryan Gibson navigate through the vast skies of real estate investing with the guidance of real estate titan, Kathy Fettke. As a renowned expert and a beacon of knowledge in real estate and economics, Kathy brings invaluable insights into the current real estate market, investment strategies, and the future of property investment. Whether you're at the helm of your real estate journey or just preparing for takeoff, this episode promises to elevate your understanding of real estate investments and economic trends. Fasten your seatbelts as we explore actionable insights and timeless wisdom from Kathy Fettke, ensuring your real estate ventures soar to new heights.Timestamped Show Notes:(00:00:00) Introduction to Passive Income Pilots and Today's Guest, Kathy Fettke.(00:01:00) Kathy Fettke's Background: From Broadcast Journalism to Real Estate Mogul.(00:03:00) Empowering Women in Finance and Investing.(00:06:00) The Catalysts for Kathy's Real Estate Journey: Personal Challenges and Insights.(00:08:00) Analyzing the Economic Impacts of the Pandemic on Real Estate.(00:10:00) The Inflation Effect: Money Supply and Real Estate Dynamics.(00:12:00) Navigating Interest Rates and the Surprising Resilience of the Economy.(00:14:00) The Resilient U.S. Economy: A Deep Dive into the Money Supply and Investment Strategies.(00:17:00) 2008 vs. Now: How Today's Real Estate Market Differs from the Past.(00:22:00) The Future of Real Estate: Understanding Current Trends and Preparing for What's Next.(00:24:00) The Role of Office and Commercial Real Estate in Today's Market.(00:27:00) Kathy's Advice for New Investors: Simplifying the Path to Real Estate Investment.(00:30:00) The Pitfalls to Avoid in Real Estate Investing.(00:33:00) The Allure and Risks of "Exciting" Real Estate Projects.(00:36:00) The Benefits of Investing in Real Estate: Tax Advantages and Long-Term Growth.(00:38:00) Overcoming Personal and Financial Challenges Through Real Estate.(00:41:00) Real Estate Strategies for Busy Professionals: Finding the Right Investments.(00:43:00) Selecting Low-Maintenance Real Estate Investments Suitable for Busy Lives.(00:46:00) Resources and Advice for Those New to Real Estate Investing.(00:49:00) How to Get Started with Real Estate Investing: The Importance of Choosing the Right Partners.Links and Resources:Get Featured On The Show!: passiveincomepilots.com/question Email Your Questions: ask@passiveincomepilots.comJoin Our Community: facebook.com/groups/passivepilotsConnect With Kathy: Real Wealth NetworkFederal Reserve of St. Louis Money SupplyHow to Conduct Due Diligence on an Investment WebinarStay tuned to Passive Income Pilots for more expert insights and strategies to fuel your journey to financial independence through smart investing.

What's your investment risk tolerance? (check out the risk pyramid below) How are you diversifying your investments in your portfolio? Are the interest rates on our high yield savings account coming down? What should we do with our cash to make sure it's out-pacing inflation? Figure Out Your Risk Tolerance There are lots of quizzes you can do at your brokerage firm or even government sites that help you figure out your risk tolerance for your personal situation. The higher the risk the higher the reward, BUT, remember that also means there's a higher risk to lose your money. Diversifying is key.

Learn more about retirement income and assessing risk by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/ Using terms like moderate, aggressive, and conservative to assess investment risk are subjective. What's aggressive to one person might be moderate to another and vice versa. When it comes to your 401(k), real numbers are the best way to assess your investment risk. In this recap, host Molly Nelson talks about how a risk assessment using real numbers helps you understand your 401(k) investments and make the proper adjustments to set you up for retirement. Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ Chapters: 0:00 Why you should care about your investment risk in retirement 1:40 What you can do if you are not comfortable with the risk level in your investment portfolio This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

In today's episode, KP takes you on a journey through the ever-evolving landscape of architecture, engineering, construction, and real estate, infused with a zest of startup culture. This episode promises to shed light on the complexities of investment risk and liquidity that may just revolutionize your approach to the market. With Morgan Housel's insights on the nature of risk serving as our compass, we navigate through the tumultuous waters of high liquidity investments and explore the tranquility that private equity's longer redemption periods can offer.We'll dissect the emotional rollercoaster that often accompanies public stock investments and probe the stability that comes with less frequent redemption windows. We'll also uncover how daily interactions and a voracious appetite for knowledge can create a treasure trove of content ripe for discussion. So tune in to the Shadow Network for an engrossing conversation that might just be the key to anchoring your investments against the unpredictable storms of market sentiment.Want more discussions like this? You can connect with KP Reddy and other innovators in the AEC and CRE Industry in the Shadow Partners Community....go to ⁠⁠⁠⁠⁠bit.ly/ShadowPartnersCommunity⁠⁠⁠⁠⁠ to learn more today!

Investing is all about risk and reward. In endeavoring to build our wealth and gain choice in life, we take on risk with the expectation that we will be rewarded for taking on that degree of uncertainty. The Oxford Dictionary defines risk as the “possibility of something bad happening at some time in the future”. As investors that typically means a loss of our capital, either partially or in full. We think a lot about the potential rewards and the long-term outcomes that derive from the gains made by our investments, but this week I wanted to spend a little bit of time digging into some detail on the risk side of the equation. I've identified 8 different types of risk that are relevant for us investors. To be fair this list probably has more of a bias to stock market investors. I haven't included things like credit risk which would be relevant for bond investors, or risks that are unique to property investment. I'm hoping that as I go through these eight types of investment risk you mentally tick them off against your portfolio and reflect on whether you were comfortable with the level of risk that you are sitting at. [Website] [Disclaimer]

Ellen Roseman speaks to John De Goey, Investment Advisor and author of his new book "Bullshift" about optimism bias that investors and advisors have and whether or not it introduces risk to our portfolios. 

This week's retirement reading is from Seeking Alpha titled, The Illusion Of Security In Investing. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/405.  Show Notes: RetireWithPurpose.com/405 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from The Uncertainty of it All Blog titled, The Accident-Investment Risk and The People Who Have It. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/401.  Show Notes: RetireWithPurpose.com/401 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Imagine this scenario: You're 61, and you've accumulated $1.4 million for retirement. You've planned for retirement meticulously, but you've also faced the unfortunate loss of a spouse, and the emotional toll it took was immeasurable.

In today's episode, we have seasoned real estate expert Mark Khuri to highlight his effective capital-raising method, investment risk management, and tips for vetting the right partners to invest with. So, better tune in and start maximizing your investment returns!WHAT YOU'LL LEARN FROM THIS EPISODEWays to build credibility as a fresh real estate investment firmSMK Capital Management's preferred investing strategyA rundown of SMK Capital Management's current portfolio statusSmart investment criteria for the real estate market in 2023How to raise capital for a multiple property fundRESOURCE/LINK MENTIONEDGet SMK Capital Management's FREE ebook on the five vital steps to position your capital best as a newbie passive investor in real estate deals at https://smkcap.com/5steps/. Start your journey by being savvy!ABOUT MARK KHURIMark Khuri co-founded SMK Capital Management. He brings over 17 years of real estate investing experience to the organization. He is involved in sourcing, underwriting, acquiring, raising capital, rehabilitating, managing, and selling residential and commercial investments throughout multiple markets in the US. Mark has successfully bought, renovated, sold, and invested in over 120 properties with a combined value of over $1 billion and created and managed over 65 real estate partnerships with investors.CONNECT WITH MARKWebsite: SMK Capital Management: https://smkcap.com/LinkedIn: Mark Khuri: https://www.linkedin.com/in/mark-khuri-7543821/ CONNECT WITH USWant a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Looking for ways to make passive income? Greenlight Equity Group can help you invest in multifamily properties and create consistent cash flow without being a landlord. Book a consultation call and download Tate's free ebook, "F.I.R.E.-Financial Independence Retire Early via Apartment Investing," at www.investwithgreenlight.com to start your wealth-building journey today!

Building the perfect portfolio doesn't matter one bit if it doesn't align with your willingness and ability to take risk. Evaluating your own risk tolerance is difficult for individuals because of the emotions that are intertwined with investing.    Listen now and learn: The difference between ability and willingness to take risk Factors that drive an investor's risk tolerance How to choose the right asset allocation based on your risk tolerance   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Nick Rohleder, Energy Policy Now's former editorial assistant and current climate entrepreneur, discusses the challenge of managing the investment risk inherent in emerging clean energy technologies. --- Last year, $1.1 trillion dollars were invested globally in carbon-free energy technologies and infrastructure. This volume of investment marked a significant milestone, as the first year in which money directed to clean energy equaled investment in the global oil and gas industry. Yet rising clean energy investment masks a critical barrier to the deployment of climate technologies and infrastructure, many of which are new and relatively unproven. As low-carbon solutions are rushed to market to meet urgent climate challenges, they carry inherent technology and implementation risks that can create a disincentive to investment, in particular for investors that are not accustomed to weighing such risks. Nick Rohleder, a Penn alumnus, former editorial assistant to Energy Policy Now, and now a climate entrepreneur, discusses the nature of climate technology risk and why it poses a barrier to investment. He also looks at how commercialization and technology risks can be managed with the goal of accelerating the deployment of climate solutions. Nicholaus Rohleder is co-founder of Climate Commodities and Climate Risk Partners. Related Content The Prospects for Pennsylvania as a RGGI Member https://kleinmanenergy.upenn.edu/research/publications/the-prospects-for-pennsylvania-as-a-rggi-member/ Ammonia's Role in a Net-Zero Hydrogen Economy https://kleinmanenergy.upenn.edu/research/publications/ammonias-role-in-a-net-zero-hydrogen-economy/   Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu See omny.fm/listener for privacy information.

"Woke" financial institutions focused more on corporate Diversity, Equity, & Inclusion than proper risk assessment management for their investments.

We're pumped to welcome another engineer on the show today—Chad Sutton! Tune in to this week's episode to learn how Chad transitioned from a high-paying corporate job to a full-time real estate investor. Chad Sutton is the Managing Partner at Quattro Capital, a real estate investment firm focused on residential multifamily assets. Before he became an entrepreneur, Chad was an engineer and executive leader for GE Aviation. With his experience in the corporate world, Chad took the big leap to become a full-time entrepreneur. In this jam-packed episode, Chad and I delve into how his team went from buying to operating to selling, what it was like to work with family, and how Chad does business in today's climate. We also get into an in-depth discussion about the challenges investors might face when buying with poor strategies today; something a lot of us need to hear with an impending recession. KEY TAKEAWAYS 1. Taking a risk can lead you to greater things. 2. When working with family members, you have to treat each other as equals. 3. You need a good capital stack before buying a property. 4. Bridge money is expensive and no longer the most competitive thing to use. LINKS https://www.linkedin.com/in/chadhsutton/ https://www.thequattroway.com/chad-sutton https://www.thequattroway.com/podcast INVESTMENT OPPORTUNITIES Want to invest alongside Reed? All investments are 100% PASSIVE. Historical returns to accredited investors have ranged 18-31% annualized! To find out more, head on over to… www.reedgoossens.com

Today's episode features Tim Alcorn reading his piece, Lessons from Bessembinder. Tim is the Head of Investment Risk for Baillie Gifford. The Best Investment Writing series features top research pieces that we've shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest's choice. Today's sponsor dollars are being donated to VOCAL on behalf of Tim. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!