Wealth Management

JUNE 23, 2025

Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations. Among investors who have yet to allocate money to these assets, 54% said they were most attracted by potential portfolio diversification.

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Carson Wealth

MARCH 17, 2025

Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well. Same thing for 2023. A diversified portfolio does not assure a profit or protect against loss in a declining market. Could we really have three bear markets in only half a decade? It is possible, but unlikely.

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

JANUARY 13, 2025

While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 on Friday alone.

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Marketing Marketing Economy Compliance 75

Random Roger's Retirement Planning

JULY 9, 2025

Let's play around with a couple of quadrant inspired portfolios. RISR/LMBS has compounded at just over 10% while ARBIX has compounded at just over 4% so in the neighborhood of treasuries over the duration of the backtest but in 2023 and 2024 it had higher returns than treasuries.

Portfolio 59

Portfolio Taxes Investments Investing 59

Carson Wealth

APRIL 21, 2025

Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. The language is very similar to what Powell used to say back in 2022 and 2023, when they were raising rates. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 78

Marketing Marketing Economy Economics 78

Validea

JUNE 13, 2025

A concentrated portfolio of deeply undervalued, high-quality companies that could be attractive to strategic buyers, private equity firms, or activist investors. After a tough stretch in 2022–2024, it is the top-performing Validea portfolio in 2025 YTD , up 25.7% The result? Notably: It soared in 2009 , returning 153.9%

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Valuation Portfolio Investments Investing 52

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. If youre looking at your portfolio daily, the news may seem alarming at times.

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Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

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Portfolio Investing Investments Economics 52

WiserAdvisor

JUNE 13, 2025

When your portfolio leans too heavily in one direction, even a small downturn can lead to large losses. Investors who concentrated their portfolios in tech saw their savings take a painful hit. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan. Also, rebalance your portfolio regularly.

Estate Planning 59

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Wealth Management

JULY 17, 2025

Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors. Since 2023, the of RIAs who have acquired CPAs include Allworth Financial, Mariner, Nepsis, Savant Wealth Management and Sequioa Financial Group.

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Financial Symmetry

FEBRUARY 20, 2025

3 So, as investors, what can we do about it within our portfolios? August 2023. Key Takeaways for Investors The key point is that concentration in isolation doesnt tell you about future expected returns, but valuations do.3 Pay attention to valuations. market havent been matched in other areas of the global market. Avantis Investors.

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Marketing Marketing Valuation Commission 67

Random Roger's Retirement Planning

DECEMBER 28, 2024

Bonds with duration are now more volatile than they used to be and that volatility is less reliable than it used to be making them a less effective diversifier for the equity portion of a diversified portfolio. Where Portfolio 3 should zero out, it's pretty close to doing just that.

Portfolio 52

Portfolio Retirement Retirement Planning Assets 52

International College of Financial Planning

JUNE 17, 2025

The platform is expected to expand its offerings to include ETFs, global bonds, and diversified portfolios. It enables NRIs, foreign portfolio investors (FPIs), and overseas institutions to invest in Indian markets while adhering to RBI and SEBI norms. Strategic Recommendations Broaden Asset Classes: Expand beyond U.S.

Compliance 40

Compliance Education Economics Investments 40

Trade Brains

JUNE 20, 2025

And if you are one of them who is planning to venture into the debt market, or just simply diversify your portfolio into low-risk assets? But again if there are any grandfathered investments made before April 1 st , 2023 you will still be able to benefit from this regulation’s act. appeared first on Trade Brains.

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Investments Investing Management Portfolio 52

Carson Wealth

DECEMBER 9, 2024

It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. A diversified portfolio does not assure a profit or protect against loss in a declining market. For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

JANUARY 6, 2025

As you can see below, over the course of the year, we went from a largely inverted yield curve at the end of 2023 (short-term rates higher than long-term rates) to a normally sloped curve at the end of 2024 (higher long-term rates). In response to that, voters ousted incumbents at a high rate in 2023 and 2024.

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Marketing Marketing Economy Economics 64

Trade Brains

JULY 9, 2025

India’s inflation history provides crucial context, with an average annual inflation rate of 7.37% from 1960-2023, reaching an all-time high of 28.60% in 1974. More recently, the annual inflation rate in India was recorded at 6.95% in 2023. For Indian retirees, that’s a structural challenge.

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Retirement Planning Retirement Planning Medical 59

Harness Wealth

NOVEMBER 12, 2024

million in 2023. If you are already using asset location, the end of the year can be a good time to check in on your portfolio allocation to determine if rebalancing is needed. What is the Lifetime Gift Tax Exemption? In 2024, the lifetime gift tax exemption is $13.61 million ($27.22 million ($27.98

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Tax Planning Taxes Planning Estate Planning 52

Validea

NOVEMBER 7, 2024

Kris shares invaluable insights from his experience managing volatility-focused strategies and navigating major market events.

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Carson Wealth

MARCH 3, 2025

It is also the first time the S&P 500 is negative (although only down 1%) over three calendar months since October 2023. Thats just about half the contribution we saw in 2023 and 2024. A diversified portfolio does not assure a profit or protect against loss in a declining market. Is It Time To Worry About Consumption?

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Random Roger's Retirement Planning

JANUARY 26, 2025

The article was thin but there was a reference to his "holy grail" of 10-15 uncorrelated assets in portfolio construction. We've looked at this a couple of times, it is interesting of course and actually having 10-15 uncorrelated assets in a portfolio would hit the mark for diversifying your diversifiers.

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The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. You’ll remember as I came into the Fed, I started the very beginning of, of 2023 in December of 2022. It was the Bloomberg economist who said there was a 100% chance of recession in 2023 because.

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Economy Economics Food Banking 157

Yardley Wealth Management

JULY 9, 2025

In the past few decades, professional money management firms have created investment solutions that allow investors to buy shares in portfolios that closely mirror the performance of a certain index. If you’d like to review your portfolio strategy or better understand how to balance growth with protection, we’re here to help.

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Carson Wealth

NOVEMBER 4, 2024

Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. A diversified portfolio does not assure a profit or protect against loss in a declining market. But there’s a lot more going on below the surface.

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Marketing Marketing Economy Numbers 96

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. This was in sharp contrast to all the recession calls you saw in 2022 and 2023, including signals from other popular leading economic indicators.

Economics 69

Economics Marketing Marketing Economy 69

Validea

JUNE 23, 2025

Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% annually , more than 4.5 2004 22.5% 2007 23.3%

Valuation 59

Valuation Portfolio Sales Insurance 59

Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% While it has led the market over time, much of the recent outperformance has come from explosive gains post-COVID in 2020, along with strong returns in 2023 and 2024 as growth stocks rebounded.

Portfolio 52

Portfolio Sales Taxes Investments 52

Carson Wealth

MAY 27, 2025

The rate environment was also making headlines, as the 30-year Treasury yield approached its October 2023 high before retreating on Thursday and Friday. Also note that long bonds, short maturity Treasuries, and gold could have all added a little ballast to a portfolio as well. for the week).

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Marketing Marketing Portfolio Risk Tolerance 75

Carson Wealth

JANUARY 21, 2025

over Bidens four years and was over 5% in 2023 and 2024. Car insurance costs surged in 2023 due to lagged effects of higher car prices post-pandemic (and more car crashes), rising 26% y/y at its peak in August 2023. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 75

Marketing Marketing Insurance Economy 75

Carson Wealth

OCTOBER 28, 2024

Chart 1: Election Years Tend to Be Higher What we said then: “The best year for stocks is a preelection year (like 2023), while midterm years (like 2022) are the worst. That played out this time, with stocks down big in 2022 and bouncing back big in 2023. Election years gain 7.3% on average, but are higher a very impressive 83.3%

Marketing 96

Marketing Marketing Economy Investments 96

Random Roger's Retirement Planning

MAY 15, 2025

We talked at length in 2022 and into 2023 when managed futures was booming and people were coming out of the woodwork to suggest huge weightings to managed futures which I said was a bad idea back then and is a bad idea right now in terms of constructing a portfolio. In that light, 20% or 25% makes no sense to me.

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Management Accounting Clients Taxes 64

Random Roger's Retirement Planning

DECEMBER 27, 2024

in October 2023, bottoming out at 3.6% If Torsten Slok from Apollo is right, it might get worse causing a 2022 repeat for 60/40 portfolios. Think of the equity portion of your portfolio as 100% (not of your dollars, just whatever dollars are in equities). What we've described is reasonably simple in terms of portfolio holdings.

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The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. So I, I love this quote from the book over the 20 years ending in mid 2023, investing in a broad based US total market equity fund produced net returns better than more than 90% of professionally managed stock funds that promised to beat the market. Is That right?

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Random Roger's Retirement Planning

JUNE 25, 2025

That could change, If you think the managers of the interval funds might know what they are doing then we might be able to learn something new about portfolio construction even with delayed reporting. The outperformance isn't solely because of 2022, VOO/BALT outperformed in partial year, 2021, 2023 and 2024.

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Taxes Portfolio Investments Investing 64

Random Roger's Retirement Planning

FEBRUARY 1, 2025

Certainly 2023 was tough for these funds but while managed futures didn't do very well in 2024, the funds generally kept up with VBAIX. The function it can play is to bring down a portfolio's overall volatility without the risk associated with fixed income duration. And the year by year MBXIX is curious.

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Management Portfolio Clients Taxes 52

The Big Picture

MARCH 4, 2025

And I think a good example of that is within the innovation economy kind of ecosystem overall where, because it is so interconnected, when you think about VC firms funding, you know, portfolio companies, the, those portfolio companies having founders, they’re oftentimes, they’re repeat founders.

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Banking Economy Startup Marketing 130

Random Roger's Retirement Planning

NOVEMBER 14, 2024

The article cites things like car loans or loans for commercial property as examples of what is held in an SRT and "i n August, Morgan Stanley offered an SRT tied to a more than $4 billion portfolio of loans to private-market funds. It priced less than 4 percentage points over the benchmark." WDTE hasn't done as poorly as it appears.

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