#FASuccess Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach, With Larry Kriesmer – Go Health Pro

#FASuccess Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach, With Larry Kriesmer – Go Health Pro

Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor … Read more

Election Market Overreactions – A Wealth of Common Sense – Go Health Pro

Election Market Overreactions – A Wealth of Common Sense – Go Health Pro

When Barack Obama was elected president the U.S. economy and markets were in rough shape. From the peak in October 2007 through election day the S&P 500 was already in the midst of a 35% drawdown. By the time he was inaugurated in January 2009, the market was down nearly 50% in total. By March, … Read more

Retro market capacity could increase, but appetites not expected to change: Conduit Re CUO – Go Health Pro

Retro market capacity could increase, but appetites not expected to change: Conduit Re CUO – Go Health Pro

Given where the retrocession market is positioned and the fact retro strategies are now less exposed to lower industry-loss level events, we could see more capital coming to support that segment, but Gregory Roberts, CUO of Conduit Re does not expect capital providers risk appetites to change.Speaking during a media call today, after Bermuda-based reinsurance … Read more

Finishing Rich Despite A Low-Return Stock Market Environment – Go Health Pro

Finishing Rich Despite A Low-Return Stock Market Environment – Go Health Pro

Since the bottom of the global financial crisis in July 2009, the S&P 500 has generally experienced a strong bull market. While there were challenging periods in 2018, 1Q 2020, and 2022, stock market investors have largely been well rewarded. However, Goldman Sachs warns that the good times might be coming to an end. Goldman … Read more

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