Truemind Capital

AUGUST 12, 2023

We believe the markets will be more volatile over the next 1 year than they have been in the last 7 years. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Overall, we continue to recommend sticking to asset allocation with discipline.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Government 59

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index % Change No.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index. 10/15/2014.

Management 52

Management Marketing Marketing Clients 52

The Irrelevant Investor

JULY 19, 2016

longer was the active investment manager competing with cautious custodians or amateurs who were out of touch with the market: Now he or she was competing with other experts in a loser's game where the secret to winning is to lose less than the others lose. Ferri was an early champion of indexing and asset allocation for financial advisors.

Investing 52

Investing Investments Asset Allocation Assets 52

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. The key to managing an uncertain investment outlook is to stick to time-tested asset allocation models without any emotional decision making.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Big Picture

JANUARY 31, 2023

DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right? I mean, back in the ‘80s, I mean, research analysts would figure out what the Fed did three weeks ago, right, based on what was going on in the money markets. DUTTA: Right, exactly. RITHOLTZ: Right. RITHOLTZ: Really?

Economics 141

Economics Economy Marketing Marketing 141