For many financial advisors, a core part of the retirement planning process involves simulating whether the client’s assets will last through retirement. Traditionally, these simulations take the form of either Monte Carlo analyses – showing the percentage of simulated outcomes in which the client finishes with assets remaining – or stress tests that assess plan … Read more
Posted March 31, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by VanEck: See here for more information on VanEcks CLO ETF On today’s show, we discuss: What a CLO is and how portfolios are constructed Why leveraged loans are floating The downside risks to rate sensitivity and credit issues Why … Read more
By Thomas Kerr, CFA NASDAQ:SDOT READ THE FULL SDOT RESEARCH REPORT 4th Quarter and Full Year 2024 Financial Results On March 11, 2025, Sadot Group (NASDAQ:SDOT) reported 4th quarter and full year 2024 results which showed continued strength in the commodity trading business. In the latest filings, the restaurant operations have been reported as discontinued … Read more
By their own admission, today’s interviewee is straight from the high-earner IT professional FIRE central casting department. But as we’ll be reminded once again, everyone faces obstacles and Rich has had to overcome an early property debacle and some very difficult family planning challenges in their journey to financial independence. A place by the FIRE … Read more
By Chad Hemenway Chubb posted record property/casualty underwriting income of about $1.6 billion, up 3.8% during the last quarter of 2024. Fourth-quarter net income was down 22% to about $2.6 billion compared to the same period a year ago, but the Whitehouse Station, New Jersey-based insurer finished the fourth quarter with a combined ratio of … Read more