WiserAdvisor

JANUARY 8, 2023

However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. So, they can be one of the best investments in 2023 to tackle inflation.

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WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. They are characterized by rapid economic growth and increasing integration with the global economy.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Interest income may be subject to the alternative minimum tax.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Are you overly concentrated in one asset class, sector, or individual security? Risk Tolerance: What is your asset allocation? Tax Planning: Are you maximizing your tax-deferred investment accounts? Will Vladimir Putin use nuclear weapons in Ukraine?

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Investing Caffeine

FEBRUARY 1, 2024

The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). Our capitalist economy is far from perfect, but finding another country with a better overall investing environment is nearly impossible.

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Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. The bull market took a pause for the month, but consumer wallets remain fat, the economy keeps chugging, the employment picture remains strong, and stock prices remain up +12% for the year (S&P 500). www.Sidoxia.com Wade W.

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James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. times the Committee’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

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Investing Caffeine

NOVEMBER 1, 2023

What’s more, for individuals with taxable accounts, the interest earned on Treasuries is tax-free at the state level, thereby making this short-term gift in yields even more attractive for investors. Not only is the economy strong (e.g., www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

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James Hendries

JULY 6, 2022

economy will avoid recession. The good news is that if the economy does contract to the point where it is officially labeled a recession (the National Bureau of Labor Statistics makes that call), the impact will likely be muted somewhat by the strong financial position enjoyed by consumers heading into it.

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Investing Caffeine

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. The short answer is that companies are making money hand over fist and the economy remains strong (3.6% The short answer is that companies are making money hand over fist and the economy remains strong (3.6%

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The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So a town 20 minutes from Burn, it was a tax free Canton. But no taxes, no income taxes. So they’d give individual asset allocation to people and they’d go invest their money. Artificial intelligence, AI dominated the the 2023 narrative.

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Investing Caffeine

JULY 5, 2023

Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run. for 2023, thus far. last month and has soared +15.9% this year, thanks in part to Apple Inc. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

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WiserAdvisor

DECEMBER 21, 2022

No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. Equity or stocks carry high risk compared to other asset classes but have also historically delivered better returns. Just like the sector, you can also invest in different economies.

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The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. Let’s talk about 2022 and 2023. 00:33:35 [Speaker Changed] So let’s flip it on its head 2023 s and P 500 up almost 25%. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix.

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The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. And actually Ben Inker is the head of our asset allocation group. 2022 was a a down 19% I think in the s and p 500, but last year, 2023 core quality and quality value slowed, but quality growth boomed somewhat different.

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Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. Speaking of another energy company that we’ve owned before in some portfolios is #7 EQT Corporation ( EQT ) and it’s recently been hit a bit which makes it somewhat appealing relative to where it was in 2023.

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The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

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The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. It kind of made me think of a question.

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The Big Picture

SEPTEMBER 19, 2023

In fact, state revenues were often at all time highs from taxes when this happened. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. There was a good equity rebound. 00:26:07 [Speaker Changed] No.

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