• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
WealthTrack

WealthTrack

The right track to your financial health.

  • WATCH WEALTHTRACK
    • RECENT PROGRAMS
    • WEBEXTRA
    • PODCASTS
    • STATION FINDER
  • WEB FEATURES
    • WEBEXTRA
    • PODCASTS
    • SOCIAL NETWORKING
    • NEWSLETTER
  • WEALTHTRACK WOMEN
  • ABOUT
    • ABOUT CONSUELO
    • CONTACT US
    • NEWSLETTER
    • STATION FINDER

RICK BOOKSTABER SHARES HIS INSTITUTIONAL LEVEL FINANCIAL RISK MANAGEMENT EXPERTISE WITH INDIVIDUALS

Part 2 of 2

Financial risk management has long been available only to institutional investors who pay a fortune to acquire it. Rick Bookstaber who has been a chief risk officer at many leading financial institutions is bringing his approach and knowledge to individual investors through his new consulting firm Fabric and is sharing it with WEALTHTRACK viewers. 

Also, Watch Part 1: SUBSTANTIAL NEW RISKS FACING THE MARKETS TODAY

WEALTHTRACK Episode #1813 broadcast on September 24, 2021

Listen to the audio-only version here:

Explore This Episode

We have compiled additional information and content related to this episode.

RICHARD BOOKSTABER

  • Former Chief Risk Officer, University of California’s Pension & Endowment Portfolios,
  • Founder & Chief Risk Officer,
  • Fabric

ACTION POINT


DO A PERIODIC RISK ASSESSMENT OF YOUR FINANCIAL SITUATION

  • Review Your Financial Goals
  • How Well Does Your Portfolio Match Them?
  • How Concentrated Are Your Holdings?
    • (For Example: 10 Stocks, Including Faangs = 25% of S+p 500 Market Cap)
  • How Leveraged Are You?
    • Too Much Debt Can Lead to Forced Selling in a Market Downturn
  • Do You Have Enough Savings to See You Through a Bear Market?

BOOKSHELF


ONE INVESTMENT

UNDERSTAND YOUR PORTFOLIO’S RISKS

Review your holdings on a factor basis

Examples: 

  • Technology vs. Basic materials 
  • U.S. vs. Emerging markets
  • Value vs. Growth
  • High cap vs. Low cap

ARCHIVE

Richard Bookstaber from the WEALTHTRACK Archives:


WEB EXTRA

STRATEGIC SPORT

Financial risk management expert Rick Bookstaber has earned a black belt in Brazilian jiu jitsu, a sport he is passionate about for both its athletic and cerebral qualities.   

Primary Sidebar

Our Sponsors






Get the weekly newsletter from Consuelo Mack

WEALTHTRACK IS PRESENTED BY

discover

Footer

    • RECENT PROGRAMS
    • WEB EXTRA
    • PODCASTS
    • STATION FINDER
    • WEALTHTRACK WOMEN
    • WEB EXTRA
    • PODCASTS
    • SOCIAL NETWORKING
    • NEWSLETTER

 

Subscribe via RSS Feed Follow Me on Twitter Connect on Facebook

    • ABOUT CONSUELO
    • CONTACT US
    • NEWSLETTER
    • STATION FINDER

© 2023 WEALTHTRACK. All rights reserved.