This year's Economic Update at our Future of Catawba County Summit, Presented by Truist, will be presented by Jeff Messner, Managing Director, Head of Financial Risk Management, of Truist Securities. For important registration dates, please visit our website: https://bit.ly/FOCCS2024 #catawbacounty #futureofcatawbacountysummit #catawbachamber
The Chamber of Catawba County’s Post
More Relevant Posts
-
Context is everything. Reinsurers need to have a view of the entire risk landscape in order to manage their own portfolios and play their part in protecting societies. SCOR's Chief Risk Officer Fabian Uffer offers insights into how SCOR balances risks and opportunities in the 2022 Activity Report: https://bit.ly/44IKePn
Fabian Uffer, The Risk Landscape
To view or add a comment, sign in
-
Vice President, Financial Planning Specialist, Certified Divorce Financial Analyst, Financial Advisor at Morgan Stanley
Bouncing back from a portfolio loss is often more challenging than it seems. This Morgan Stanley chart illustrates this: a 10% loss might need an 11% gain to break even, but at 50% loss, the climb is a steep 100% to get back to square one. It's a reminder of why risk management and capital preservation can be pivotal in your investment strategy. Understanding the dynamics of loss and recovery could potentially influence your financial decisions for the better. If you're looking to gain more insights into portfolio management, visit my website: https://lnkd.in/ekh5GHQ9. #PortfolioManagement #RiskManagement #FinancialPlanning Disclosures: https://lnkd.in/eBxKCv_T
To view or add a comment, sign in
-
-
New FMS Webinar for August 13, 2 - 3 PM ET ❕❕ The financial institution landscape and operating environment have shifted dramatically over the prior 24 months given Fed and fiscal policy. For many, the environment still hinders optimal profitability, risk management goals and confident strategic direction. Join us for this timely session with expert Ryan Henley at Stifel Financial Corp. to gain a deeper understanding of peer activity and relevant strategies for your institution's balance sheet: https://bit.ly/3xyGV1U #FMS #FMSWebinars #education #CPE #financeindustry #profitability #BalanceSheets #RiskManagement
To view or add a comment, sign in
-
-
How can you potentially enhance traditional 60/40 portfolio allocations with options? See this guest post on Insights from Alexander Flecker, CFP®, CIMA® of Measured Risk Portfolios, Inc. ➡️ https://bit.ly/4cPkvIm
To view or add a comment, sign in
-
-
European wealth managers too reliant on clients when deciding risk as three in four (75%) wealth managers admit they hugely rely on clients' own assessment of their suitable risk level. - https://lnkd.in/enbqAugC #WealthManagement #FinancialAdvice #FinancialPlanning
To view or add a comment, sign in
-
When it comes to trading, the cornerstone of financial success lies in three elements: a strategy with an edge, a robust risk management plan to protect your profits, and an unwavering commitment to discipline and consistency. At TenTrade, we understand the role these elements play in your trading journey, With our comprehensive suite of tools and expert guidance, we empower you to excel in each of these areas. Partner with TenTrade, and together, we can build a pathway to your trading success. Get started today! https://bit.ly/TenTrade #TenTradeInsights #TradingProfits
To view or add a comment, sign in
-
-
Registration opens for the 2024 World Captive Forum in Orlando, Florida, on January 24-26, 2024 The event caters to 450+ risk managers, benefit managers, and financial executives whose organisations have risks insured by a captive or who are exploring the formation of one. Read here: https://ow.ly/gYYS50PX8j9 #captive #captiveinsurance
To view or add a comment, sign in
-
-
The financial institution landscape and operating environment have shifted dramatically over the prior 24 months given Fed and fiscal policy. For many, the environment still hinders optimal profitability, risk management goals and confident strategic direction. Join us for this timely session with expert Ryan Henley at Stifel Financial Corp. to gain a deeper understanding of peer activity and relevant strategies for your institution's balance sheet: https://bit.ly/3xyGV1U #FMS #FMSWebinars #education #CPE #financeindustry #profitability #BalanceSheets #RiskManagement
To view or add a comment, sign in
-
-
Director of Financial Planning @ Parrott Wealth Management | CERTIFIED FINANCIAL PLANNER™ Professional
Check out this one-pager on the Stages of Wealth! Whether you're navigating the asset accumulation phase, embracing risk management, or entering the gifting stage, having a solid financial plan is key. Please give it a read and share if it helps! #wealth #stagesofwealth #financialplannig
To view or add a comment, sign in
-
"Financial literacy is the cornerstone of both personal and corporate success. By understanding the fundamentals of budgeting, investing, and risk management, we can make informed decisions that drive growth and stability. I highly recommend attending industry conferences like the Financial Literacy and Education Summit for valuable insights. #FinancialAwareness #FinancialLiteracy"
To view or add a comment, sign in