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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 Low Volatility with U.S. Treasuries

This chapter explores the construction of a low-volatility investment portfolio using U.S. Treasuries as a stabilizing foundation. The discussion highlights risk management strategies, including options trading and the importance of a tailored risk budget to meet client expectations. Additionally, it covers the complexities of managing different portfolio sizes and the logistical challenges involved in options trading.

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