Name: With Money, ‘Balance Is Everything’
Uploaded: 2025-03-04T15:57:00Z
Duration: 39 s
Description: Clients should have three buckets of money for different time horizons and purposes and be diversified in assets, tax treatment, volatility, and risk, says Jill Williams, an Ameriprise private wealth advisor and CEO of Nexus Wealth Management.

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Under CEO Cristiano Amon, semiconductor company Qualcomm is bringing its technology to multiple industries. This conversation was recorded on May 28, 2025.

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Qualcomm CEO Shares the Company's Disruption Strategy

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Why Okta Wants 'Authentication to Disappear'

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NYU Langone CEO on NIH Cuts: 'That Takes a Scalpel, Not a Sledgehammer'

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NYU Langone CEO Says This Can Help the U.S. Government Fix Healthcare

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How This Massive NYC Health System Changed Its Business Model

"The economic implications for the U.S. are profound," said Greg Case, CEO of Aon.

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Why Aon's CEO Is Betting on GLP-1 and Other Weight-Loss Meds

"It creates opportunity, which is terrific, but it also creates volatility," said Greg Case, CEO of Aon, talking about the connectivity and complexity underpinning today's business environment.

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Why Aon's CEO Thinks Volatility Isn't Going Anywhere

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Scott Bok, the former board chair of the University of Pennsylvania, breaks down the financial risks and implications that come with removing tax-exempt status from colleges and universities.

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Taking Away Tax-Exempt Status: A “Nuclear Weapon Against Universities”

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Saira Malik, chief investment officer of Nuveen, makes the case for more gains in 2023.

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S&P 4700?

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IPOs: Making a Comeback

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Cuts on the Horizon?

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Evaluating China Risk

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Hitting a Wall

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Two Ways to Play

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The Fed's Rate Pause, Explained

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Stock Splits Are Big This Year. Here's What They Mean for Investors.

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Is Tesla Miles Ahead of Others in the Electric Vehicle Race?

Chinese tech company DiDi Global, which runs a ride-sharing app, has announced it plans to delist from the New York Stock Exchange. Investors are watching and waiting to see what other Chinese giants with U.S. listings, like Alibaba and JD.com, will do. Here's what delisting entails.

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On the Barron's Streetwise Podcast, Barron’s senior writer Al Root sits down with Jack Hough to discuss Toyota’s recent success with hybrids, the coolest cars at the New York Auto Show, and what’s ahead for Tesla stock.

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Is Electric Vehicle Demand Cooling Off? 

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Bitcoin as 'Digital Gold' 

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The $600,000 Case for Bitcoin

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Chipotle's CEO on How He Plans to Double the Business. Again.

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Investing in Cryptocurrencies

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Protecting Your Nest Egg from Rising Prices

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Clients should have three buckets of money for different time horizons and purposes and be diversified in assets, tax treatment, volatility, and risk, says Jill Williams, an Ameriprise private wealth advisor and CEO of Nexus Wealth Management.

https://m.wsj.net/video/20250304/59087ed3-a933-4450-b115-418109edf4ce/2/hls/manifest-hd-wifi.m3u8

With Money, ‘Balance Is Everything’

Balance is everything.

Yeah.

And so my philosophy as our many advisors, you know, three buckets of money, and all tied to different time horizons and purposes. So just making sure that you are diversified in every way. That you're tax-diversified, that your asset allocation is such that it's tied to your comfort level with volatility and risk and all the, you know, traditional approaches to balance. But balance is key.

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