Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

Portfolio 81

Portfolio Asset Allocation Advertising Numbers 81

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. I could do my own taxes. That’s not a terrible thing. JOHNSON: Just do it.

Management 211

Management Investing Investments Assets 211

Cordant Wealth Partners

SEPTEMBER 8, 2022

you receive from Microsoft Reduce your tax bill both now and in retirement Make smart investment decisions within your 401(k) account Microsoft’s 401k Plan The Microsoft 401(k) plan is offered to Microsoft employees , including employees of subsidiaries such as LinkedIn and other divisions of the company.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Random Roger's Retirement Planning

DECEMBER 21, 2023

QQQY (personal holding that I am test driving) was down much less than the S&P 500 and the Invesco QQQ Trust, JEPY was down less than the S&P 500 and IWMY was down less than it's corresponding underlying iShares Russell 2000 ETF (IWM). They build out a few different types with various allocation percentages for each type.

Portfolio 62

Portfolio Asset Allocation Marketing Marketing 62

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. there’s a big focus on how do we optimize for tax efficiency, too.

Clients 283

Clients Wealth Management Investing Investments 283

Brown Advisory

MARCH 13, 2018

As worries mounted with regard to higher inflation and interest rates, investors refocused on the stimulative influence of the Tax Cuts and Jobs Act. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. dollar may also add to inflation.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

As worries mounted with regard to higher inflation and interest rates, investors refocused on the stimulative influence of the Tax Cuts and Jobs Act. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. dollar may also add to inflation.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

SEPTEMBER 28, 2022

Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc. Portfolio.

Asset Allocation 338

Asset Allocation Financial Planning Assets Media 338

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Thus far the Russell 2000 Index has been pulling away a bit and outperforming the S&P 500 for not only 2023 but the better part of the last 12 months.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

MARCH 26, 2024

And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. Hey, if you knew with perfect clarity, if that bird landed on your shoulder and told you here’s where equity prices are gonna be in 10 years, position your portfolio for that.

Investing 140

Investing Investments Marketing Marketing 140

The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

Banking 140

Banking Investing Investments Marketing 140