Risk Management

Wealth Manager Alternative Sleeve: Private Credit Access – BDC + CLO + Direct Lending Matrix

**Excerpt:** Private credit access via BDC, CLO, and direct lending matrix. **Meta Description:** Explore private credit alternatives in wealth management through BDCs, CLOs, and direct lending, enhancing portfolio diversification and income potential.

Stress Testing Framework: Historical + Hypothetical – 2008 + COVID + Inflation Shock Matrix

Title Excerpt: Stress Testing Frameworks: From 2008 to Inflation Shocks Meta Description: Explore stress testing evolution integrating 2008 crisis, COVID-19, and inflation shocks, offering insights for 2025-2030 financial resilience.

HNWI Philanthropy Advisory Framework: Impact + Tax – DAF + Foundation + Direct Gift Matrix

Excerpt: HNWI philanthropy advisory: balancing impact and tax via DAF, foundation, and direct giving. Meta Description: Explore a strategic framework guiding HNWIs in philanthropy through impact-driven and tax-efficient choices using donor-advised funds, foundations, and direct gifts.

Practice Management Succession Framework: Internal + External – Client Retention + Earnout Matrix

**Excerpt:** Integrating internal and external succession boosts retention. **Meta Description:** Explore a Practice Management Succession Framework that balances internal growth and external acquisition to maximize client retention and optimize earnouts.

CREATE OR LOGIN TO YOUR ACCOUNT TO UNLOCK ALL FINANCEWOULD FUNCTIONALITY

Login To Pro Account to Get Notified With Closed Deals Too.
Symbol Type Open Time Close Time Open Price Close Price Profit
USDCADBUY2025.04.04 07:36:22Only PRO1.411.410.01%
USDCADBUY2025.04.04 07:36:22Only PRO1.411.430.86%
JNJBUY2025.04.03 16:31:13Only PRO159.76159.59-0.11%
JNJBUY2025.04.03 16:31:13Only PRO159.76148.44-7.09%
LLYBUY2025.04.03 13:40:05Only PRO816.46814.16-0.28%
LLYBUY2025.04.03 13:40:05Only PRO816.46683.21-16.32%
FR40BUY2025.04.01 00:00:11Only PRO7,801.207,798.91-0.03%
FR40BUY2025.04.01 00:00:11Only PRO7,801.206,912.90-11.39%
ABBVBUY2025.03.28 13:40:18Only PRO202.69202.41-0.14%
ABBVBUY2025.03.28 13:40:18Only PRO202.69175.21-13.56%
PGBUY2025.03.21 13:40:10Only PRO168.00167.74-0.15%
PGBUY2025.03.21 13:40:10Only PRO168.00159.50-5.06%
XAUUSDSELL2025.03.19 01:06:20Only PRO3,029.5423,030.885-0.04%
XAUUSDSELL2025.03.19 01:06:20Only PRO3,029.5423,018.7810.36%
ADBEBUY2025.03.18 16:16:46Only PRO389.83389.55-0.07%
ADBEBUY2025.03.18 16:16:46Only PRO389.83334.01-14.32%
ABTBUY2025.03.18 13:40:11Only PRO128.44128.02-0.33%
ABTBUY2025.03.18 13:40:11Only PRO128.44120.13-6.47%
CSCOBUY2025.03.17 15:33:25Only PRO60.2460.13-0.18%
CSCOBUY2025.03.17 15:33:25Only PRO60.2452.41-13.00%
COSTBUY2025.03.17 13:40:26Only PRO904.80907.430.29%
COSTBUY2025.03.17 13:40:26Only PRO904.80965.556.71%
VBUY2025.03.14 16:00:01Only PRO332.17332.07-0.03%
VBUY2025.03.14 16:00:01Only PRO332.17301.26-9.31%
LLYBUY2025.03.14 16:00:00Only PRO810.93810.22-0.09%
LLYBUY2025.03.14 16:00:00Only PRO810.93835.793.07%
MABUY2025.03.14 13:41:14Only PRO523.31522.99-0.06%
MABUY2025.03.14 13:41:14Only PRO523.31469.23-10.33%
UK100BUY2025.03.12 08:02:39Only PRO8,518.158,513.71-0.05%
UK100BUY2025.03.12 08:02:39Only PRO8,518.157,672.29-9.93%
NFLXBUY2025.03.11 13:40:00Only PRO880.43878.56-0.21%
NFLXBUY2025.03.11 13:40:00Only PRO880.43960.989.15%
AAPLBUY2025.03.06 14:41:46Only PRO235.24235.260.01%
AAPLBUY2025.03.06 14:41:46Only PRO235.24177.53-24.53%
EURUSDSELL2025.03.06 12:00:01Only PRO1.079891.079910.00%
EURUSDSELL2025.03.06 12:00:01Only PRO1.079891.09654-1.54%
GBPUSDSELL2025.03.06 09:00:17Only PRO1.288651.28888-0.02%
GBPUSDSELL2025.03.06 09:00:17Only PRO1.288651.29077-0.16%
EURJPYSELL2025.03.06 08:00:05Only PRO160.263160.1830.05%
EURJPYSELL2025.03.06 08:00:05Only PRO160.263159.7490.32%
WMTBUY2025.03.05 20:24:22Only PRO96.1496.05-0.09%
WMTBUY2025.03.05 20:24:22Only PRO96.1480.58-16.18%
HDBUY2025.03.05 20:00:01Only PRO384.66384.46-0.05%
HDBUY2025.03.05 20:00:01Only PRO384.66334.05-13.16%
ORCLBUY2025.03.05 16:00:01Only PRO158.64158.18-0.29%
ORCLBUY2025.03.05 16:00:01Only PRO158.64119.84-24.46%
NVDABUY2025.03.04 18:12:16Only PRO117.38117.19-0.16%
NVDABUY2025.03.04 18:12:16Only PRO117.3887.84-25.17%
TSMBUY2025.03.03 16:00:20Only PRO178.20177.82-0.21%
TSMBUY2025.03.03 16:00:20Only PRO178.20181.381.78%
AUDUSDBUY2025.03.02 22:05:07Only PRO0.622140.62062-0.24%
AUDUSDBUY2025.03.02 22:05:07Only PRO0.622140.635082.08%
METABUY2025.02.28 15:58:14Only PRO663.42663.680.04%
METABUY2025.02.28 15:58:14Only PRO663.42482.52-27.27%
USDCADSELL2025.02.28 15:02:28Only PRO1.441.44-0.04%
USDCADSELL2025.02.28 15:02:28Only PRO1.441.412.70%
USDCADSELL2025.02.28 12:00:00Only PRO1.441.44-0.01%
USDCADSELL2025.02.28 12:00:00Only PRO1.441.44-0.09%
AVGOBUY2025.02.26 16:00:00Only PRO210.83205.65-2.46%
AVGOBUY2025.02.26 16:00:00Only PRO210.83139.91-33.64%
JPMBUY2025.02.26 15:53:19Only PRO261.02260.48-0.21%
JPMBUY2025.02.26 15:53:19Only PRO261.02203.83-21.91%
BACBUY2025.02.26 14:40:00Only PRO44.0244.110.20%
BACBUY2025.02.26 14:40:00Only PRO44.0233.87-23.06%
BTCUSDBUY2025.02.26 04:00:00Only PRO88,857.1384,035.66-5.43%
BTCUSDBUY2025.02.26 04:00:00Only PRO88,857.1376,359.38-14.06%
US500BUY2025.02.25 20:00:10Only PRO5,972.435,928.73-0.73%
US500BUY2025.02.25 20:00:10Only PRO5,972.434,864.44-18.55%
WMTBUY2025.02.25 14:51:45Only PRO95.2095.16-0.04%
WMTBUY2025.02.25 14:51:45Only PRO95.2097.982.92%
HDBUY2025.02.25 14:40:09Only PRO392.02390.64-0.35%
HDBUY2025.02.25 14:40:09Only PRO392.02394.160.55%
USDJPYBUY2025.02.24 04:00:00Only PRO149.17149.14-0.02%
USDJPYBUY2025.02.24 04:00:00Only PRO149.17146.74-1.63%
AMZNBUY2025.02.19 19:37:22Only PRO225.70225.67-0.01%
AMZNBUY2025.02.19 19:37:22Only PRO225.70164.44-27.14%
GOOGLBUY2025.02.10 20:00:01Only PRO186.62186.42-0.11%
GOOGLBUY2025.02.10 20:00:01Only PRO186.62141.11-24.39%
MRKBUY2025.02.07 16:00:00Only PRO88.1888.02-0.18%
MRKBUY2025.02.07 16:00:00Only PRO88.1891.363.61%
TSLABUY2025.02.07 14:40:28Only PRO374.89375.220.09%
TSLABUY2025.02.07 14:40:28Only PRO374.89217.76-41.91%
USDJPYBUY2025.02.07 04:00:00Only PRO151.59151.54-0.03%
USDJPYBUY2025.02.07 04:00:00Only PRO151.59154.421.87%
XAUUSDSELL2025.02.05 20:02:02Only PRO2,862.2692,862.919-0.02%
XAUUSDSELL2025.02.05 20:02:02Only PRO2,862.2692,882.034-0.69%
MSFTBUY2025.02.03 20:00:00Only PRO413.56413.25-0.07%
MSFTBUY2025.02.03 20:00:00Only PRO413.56346.45-16.23%
BTCUSDBUY2025.02.03 15:24:27Only PRO97,981.8897,939.03-0.04%
BTCUSDBUY2025.02.03 15:24:27Only PRO97,980.0598,047.030.07%
AVGOBUY2025.01.29 20:00:01Only PRO206.29205.82-0.23%
AVGOBUY2025.01.29 20:00:01Only PRO206.29227.2110.14%
NVDABUY2025.01.28 20:00:00Only PRO127.52126.90-0.49%
NVDABUY2025.01.28 20:00:00Only PRO127.52132.914.23%
XAUUSDSELL2025.01.22 23:40:27Only PRO2,754.0832,754.418-0.01%
XAUUSDSELL2025.01.22 23:40:27Only PRO2,754.0832,739.6590.52%
MCDBUY2025.01.16 20:13:17Only PRO279.31279.25-0.02%
MCDBUY2025.01.16 20:13:17Only PRO279.31283.121.36%
NVDABUY2025.01.15 14:40:00Only PRO132.67132.770.08%
NVDABUY2025.01.15 14:40:00Only PRO132.67136.432.83%
VBUY2025.01.14 14:42:23Only PRO308.83308.64-0.06%
VBUY2025.01.14 14:42:23Only PRO308.83317.782.90%
BABABUY2025.01.13 20:19:42Only PRO80.8080.67-0.16%
BABABUY2025.01.13 20:19:42Only PRO80.8084.845.00%
AAPLBUY2025.01.08 15:13:10Only PRO241.77241.18-0.24%
AAPLBUY2025.01.08 15:13:10Only PRO241.77242.860.45%
MABUY2025.01.08 14:40:11Only PRO515.38515.03-0.07%
MABUY2025.01.08 14:40:11Only PRO515.38525.311.93%
ADBEBUY2025.01.06 16:38:17Only PRO434.37434.04-0.08%
ADBEBUY2025.01.06 16:38:17Only PRO434.37451.343.91%
TSLABUY2025.01.03 16:00:00Only PRO387.36386.87-0.13%
TSLABUY2025.01.03 16:00:00Only PRO387.36427.9010.47%
MSFTBUY2025.01.03 14:40:00Only PRO422.72421.96-0.18%
MSFTBUY2025.01.03 14:40:00Only PRO422.72428.321.32%
GBPUSDBUY2025.01.03 14:02:19Only PRO1.239881.23971-0.01%
GBPUSDBUY2025.01.03 14:02:19Only PRO1.239881.241280.11%
EURUSDBUY2025.01.03 08:00:07Only PRO1.028221.028290.01%
EURUSDBUY2025.01.03 08:00:07Only PRO1.028221.031320.30%
COSTBUY2025.01.02 14:40:13Only PRO919.46919.04-0.05%
COSTBUY2025.01.02 14:40:13Only PRO919.46928.771.01%
0