The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. As someone saving for retirement , what should you do now? Review and rebalance .

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Random Roger's Retirement Planning

FEBRUARY 28, 2025

Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. There were places to make money during that run, most notably foreign stocks and equal weight S&P 500, that ETF came out in 2003 and had very good years until 2008. The results.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). And since the other funds came along, RYMFX has shown to not be such a great representation of the strategy even though it helped in 2008.

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In a way both of these groups have been right. This is not a good risk adjusted return so being less aggressive in recent years has been the right move.

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Nationwide Financial

MARCH 27, 2023

Over the past four weeks, money markets have added $300 billion, on par with surges in 2008 and 2020, bringing the total to a record $5.1 Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities.

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Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Bonds & Alternatives: The Golden Run Continues If there’s one asset that has stood the test of time, it’s goldand in this market, it has only gained strength.#1

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Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap.

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Random Roger's Retirement Planning

APRIL 17, 2024

Then, the market drops a lot perking up interest in All-Weather and the pendulum swings back to wanting a lot allocated to All-Weather, maybe everything into All-Weather. Reacting in the middle of 2022 after learning too much was allocated to risk assets?

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Random Roger's Retirement Planning

OCTOBER 10, 2022

But the success of managed futures is drawing more and more attention and assets. It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion. It's tough to see on the chart but the stock got a take- under offer in 2008 for less than $4/share.

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The Irrelevant Investor

JANUARY 4, 2016

When all was said and done it fell 1.4%, making today the worst opening day since 2008. What the optimal asset allocation will be over the next twelve months. What the best asset class/sector/stock will be over the next year. The S&P 500 (SPY) opened down 1.66%, fell another 0.95% and then rallied 1.2% into the close.

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The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

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Random Roger's Retirement Planning

JULY 8, 2023

Having that much in asset classes that are intended to not look like equities should mean that the long term result won't look anything like the stock market. A 25% allocation to equities for someone who needs equity market growth for their plan to work won't get it done. As bad as 2008 was, we're 3x from there.

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Validea

DECEMBER 7, 2022

Among those voices are Michael Burry, seer of the housing collapse that preceded the 2008-09 financial crisis, and Ray Dalio, who predicted that “the economy will be weaker than expected, and that is without consideration given the worsening trends in internal and external conflicts” in a recent LinkedIn post cited in the article.

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Darrow Wealth Management

MARCH 28, 2022

Having cash and investable liquid assets gives you flexibility for the unknown. A strong savings rate relative to your income can help you build reserves before retirement—and during retirement, the focus should be maintaining a reasonable and flexible withdrawal rate relative to your investable assets. Asset allocation.

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Random Roger's Retirement Planning

DECEMBER 22, 2024

GAA stands for Global Asset Allocation and it has been lagging for 15 years. We spend a lot of time here on how to diversify to try to smooth out the ride and how to hold up better when markets have a year like 2022 or 2008. Here's a great chart to illustrate the point. GAA consistently had smaller drawdowns.

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SEI

AUGUST 2, 2022

We are currently experiencing one of the most volatile times in decades, on top of the start of the pandemic and the 2008-2009 recession. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. .

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Validea

APRIL 18, 2024

Trend following is an investment approach that involves taking positions in positively trending assets. The basic premise is to buy assets that are showing an upward trend and sell or short those that are displaying a downward trend. What is Trend Following?

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

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Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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The Big Picture

FEBRUARY 6, 2024

So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular.

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The Irrelevant Investor

JANUARY 22, 2019

Today I want to talk about practical tactical asset allocation. Pretty much the same thing happened in 2008. The behaviorally aware investor has a plan in place to insulate themselves from their worst instincts, which is to sell everything when stocks decline and buy back only when "the dust has settled," whatever that means.

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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

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James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. The “core” allocation is made up of a mix of assets aimed at stability and growth. By Taylor Graff, CFA, Asset Allocation Analyst.

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Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

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Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. Poor suffer the most from the impact of inflation since they have very low exposure to assets whereas food & fuel accounts for a major part of their household budget. The debt as a percentage of overall GDP has risen sharply.

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Inside Information

JUNE 25, 2024

But, as I said, there was something else, more critical and important, that I had never been able to articulate until I read a recent white paper by the nebo wealth organization ( www.nebowealth.com ) called “The Perils of Outsourcing Asset Allocation to a Risk Score.” You can actually test various bear markets and adjust accordingly.)

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Random Roger's Retirement Planning

SEPTEMBER 25, 2023

Here's a table of failure rates of various asset allocations and withdrawal percentages from an article at Return Stacked Portfolio Solutions. The funds offer 100% to the traditional asset and 100% to managed futures. Here's well known expert Wade Pfau calling for 3%.

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Investing Caffeine

MARCH 1, 2024

It took the Nikkei over 34 years to surpass its previous record peak, which was last achieved in 1989 when Japan experienced a massive bursting of an asset bubble. What’s the big difference between these two indexes simultaneously surpassing a record 39,000 in the same month? The same concept holds true for investing.

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Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential.

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Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential.

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James Hendries

DECEMBER 12, 2022

during the month, which was the best month for core bonds since December 2008. The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

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Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. If interest rates rise dramatically, all else equal, then that will be challenging for all asset pricing. Source: Trading Economics.

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Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. During both of these events, asset prices became disconnected from reasonable estimates of intrinsic value. High-yield bonds: Bloomberg Barclays U.S.

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Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. As we now know, this celebration was premature.

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Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. RECENT TRENDS AFFECTING LIQUIDITY.

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