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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

Redefining Investment Strategies with SynthEquity

This chapter delves into the limitations of traditional investment products like bonds and explores the innovative SynthEquity approach, which uses options to manage risk while aiming for returns comparable to the S&P 500. The discussion emphasizes the importance of client-specific strategies that allow for flexibility in risk tolerance and allocation, underlining how predefined loss limits can mitigate severe drawdowns. By contrasting conventional methods with more calculated risk management techniques, the chapter demonstrates how strategic asset allocation can enhance portfolio resilience and performance.

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