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Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer

Financial Advisor Success

CHAPTER

Navigating Risk with Innovative Investment Strategies

This chapter explores the evolution of options-based investment strategies that combine treasury investments with call options to mitigate risk while embracing market opportunities. It highlights the psychological challenges faced by investors and advisors during market volatility and discusses adapting to modern investment needs with advanced strategies like structured products and zero coupon bonds. Through personal anecdotes and analysis of historical metrics, the chapter emphasizes the importance of innovative approaches to enhance capital efficiency and manage risks effectively.

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