Truemind Capital

APRIL 19, 2024

In case, the results in June 2024 come contrary to the expectations of the thumping majority, we are at a risk of markets correcting by at least 5%. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Darrow Wealth Management

OCTOBER 29, 2024

Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. Why do you need to rebalance your portfolio? Why does this matter?

Asset Allocation 75

Asset Allocation Accounting Risk Tolerance Portfolio 75

Random Roger's Retirement Planning

MARCH 30, 2024

I stumbled into some content about model ETF portfolios including one interesting portfolio that was comprised of ETFs that I'd mostly never heard of. It was impressive that the portfolio was not just a collection of the largest Vanguard, iShares or Schwab ETFs. The above goes back to GHTA's inception.

Asset Allocation 96

Asset Allocation Portfolio Assets Management 96

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right?

Marketing 89

Marketing Marketing Economy Manufacturing 89

Random Roger's Retirement Planning

MARCH 30, 2025

For the last couple of years, I think a lot of people gravitated to just using market cap weighted in their accounts, that seems like it has been the conversation and for 2023 and 2024 the returns for MCW have been great. Speaking of AI, Grok seems to like the portfolio. MCW also did great in 2021, 2020 and 2019.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

Yardley Wealth Management

DECEMBER 17, 2024

If you’re over 50, remember that you can contribute an additional $7,500 to your 401(k) in 2024 (check updated limits for 2025 when they’re announced). Investment Strategy Refinement The investment landscape continues to evolve, and your portfolio should reflect both current market conditions and your long-term objectives.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

MainStreet Financial Planning

DECEMBER 20, 2023

Over the course of the year the market moves up and down and that can throw off your portfolio allocation and the end of the year is a great time to do a rebalance where you evaluate whether you need to make any changes to get your portfolio aligned with the target asset allocation.

Risk Tolerance 98

Risk Tolerance Budgeting Asset Allocation Portfolio 98

The Big Picture

SEPTEMBER 11, 2024

 At The Money: Karen Veraa, Head of iShares US Fixed Income Strategy, BlackRock (September 11, 2024) Full transcript below. ~~~ About this week’s guest: Karen Veraa is a Fixed Income Product Strategist within BlackRock’s Global Fixed Income Group focusing on iShares fixed-income ETFs. She is head of iShares U. The long wait is over.

Management 143

Management Portfolio Marketing Marketing 143

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Dear Mr. Market

APRIL 2, 2025

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. 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.

Investing 78

Investing Investments Valuation Advertising 78

Discipline Funds

JUNE 6, 2023

Our general view on inflation is that the Fed won the battle already and they won’t declare victory until 2024 or 2025. We do, however, see continued risk of a policy error if the Fed remains too tight for too long. This is not a good risk adjusted return so being less aggressive in recent years has been the right move.

Economy 105

Economy Asset Allocation Valuation Communication 105

Truemind Capital

JULY 19, 2024

From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Random Roger's Retirement Planning

APRIL 29, 2024

From the start of 2024 it was closer to the S&P 500 than XYLD which sells monthly calls but ISPY felt more of the market's downside move in early April than XYLD. Metz talked a little about using options to help derisk a portfolio as someone approaches or moves into retirement or the decumulation phase.

Asset Allocation 94

Asset Allocation Portfolio Clients Retirement 94

Discipline Funds

NOVEMBER 8, 2023

Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years. This created an unusual distortion in the weighting of US tech stocks so our global market cap target resulted in adding more value to the portfolio.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Trade Brains

SEPTEMBER 26, 2024

As of September 2024, The National Stock Exchange has nearly 2200+ companies listed on its exchange. The exchange operates an “anywhere, any asset” trading platform. As of March 31, 2024, its high-speed network connected over 225,718 terminals across India. However, financial asset allocation increased recently.

Compliance 90

Compliance Banking Management Marketing 90

Harness Wealth

NOVEMBER 12, 2024

The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. For 2024, the FSA contribution limit is $3,200.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Carson Wealth

DECEMBER 18, 2023

13, was important for two reasons: The Federal Reserve acknowledged that inflation is easing faster than expected, and Fed members will likely start cutting rates in the first half of 2024. The 2024 estimate was revised from 2.6% They moved the 2024 rate estimate from 5.1% Wednesday, Dec. Let’s start with the Fed meeting.

Marketing 96

Marketing Marketing Economy Investments 96

Random Roger's Retirement Planning

DECEMBER 4, 2023

One more is to cultivate some sort of post-retirement income stream beyond Social Security and your investment portfolio in case you need it and you would rather not work at some sort of store in your town. The very short version is that for the first time in several years an HSA through the marketplace makes economic sense for us for 2024.

Retirement 75

Retirement Asset Allocation Planning Accounting 75

Darrow Wealth Management

FEBRUARY 18, 2025

Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. Most retirement calculators only use a few simplistic assumptions like expected rate of return, inflation rate, starting portfolio, and annual contribution rate. between 1995 – 2024.

Retirement 54

Retirement Planning Retirement Planning Financial Planning 54

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 143

Assets Management Portfolio Investments 143

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Random Roger's Retirement Planning

DECEMBER 16, 2024

That reality can change some of the calculus between endowments and individual investor accounts but there are things we can learn from their asset allocations all the same. Neither Portfolios 1 or 2 are stock market proxies but offer compelling long term results versus VBAIX. That's why I included both funds in the charts.

Portfolio 52

Portfolio Asset Allocation Management Accounting 52

Investing Caffeine

MARCH 1, 2024

To put this AI wave into perspective, you need look no further than to the comments made by Meta CEO Mark Zuckerberg, who stated by the end of 2024, the company should have 350,000 of NVIDIA’s H100 graphics processing units (GPUs) as part of the company’s AI infrastructure. The same concept holds true for investing. www.Sidoxia.com Wade W.

Taxes 52

Taxes Risk Tolerance Retirement Investments 52

Investing Caffeine

JUNE 3, 2024

Short-term news cycle headlines shouldn’t drive portfolio decision-making, but rather your personal objectives, goals, and risk tolerance. These items are not static, and can change over time, therefore it’s important to revisit your asset allocation periodically as financial circumstances and life events change your objectives.

Risk Tolerance 52

Risk Tolerance Economy Economics Asset Allocation 52

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. 06/2024) All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. VASSALOU: Yes.

Assets 164

Assets Management Marketing Marketing 164

James Hendries

JUNE 20, 2023

Moreover, the Committee thinks the fed funds rate should end 2024 at 4.625%, which reflects the potential for some rate cuts, but not as many as markets are expecting, which could put upward pressure on bond yields if those forecasts are accurate. Asset allocation does not ensure a profit or protect against a loss.

Marketing 52

Marketing Marketing Economy Communication 52

Discipline Funds

DECEMBER 29, 2024

Calculate your 2024 after tax income and expected after tax 2025 income. Compare this to your 2024 expenses and expected 2025 expenses. Asset Allocation and Goals. We are big advocates of time based asset allocation. Prune the fat in your portfolio. 2024 was a great year for risk assets.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

Dear Mr. Market

MARCH 17, 2024

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. 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.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

JULY 1, 2025

Velina Peneva : I think that the, the clients understand that when you’re thinking about portfolio construction, you can have only so much allocation to a given geography redundancy to a different industry sector. So my role was to manage those business unit and legal entity asset allocations. From 2019 till when?

Investing 143

Investing Investments Consulting Insurance 143

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. This was gonna be a multi-strategy vehicle. Oh, really?

Banking 143

Banking Portfolio Assets Investments 143

Random Roger's Retirement Planning

DECEMBER 30, 2023

If all you use is a broad index fund then it will either be a good year or not so good, but assuming the proper asset allocation, who cares? That's enough to get it done assuming an adequate savings rate, appropriate asset allocation and no panicking.

Asset Allocation 74

Asset Allocation Assets Taxes Investments 74

Carson Wealth

MARCH 7, 2024

Let’s look at a few of the starting points today for a healthy retirement savings portfolio. The current limit for contributions to a 401(k) in 2024 is $23,000, which is generally above the amount of an employer match. Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Discipline Funds

DECEMBER 20, 2023

Calculate your 2023 after tax income and expected after tax 2024 income. Compare this to your 2023 expenses and expected 2024 expenses. Asset Allocation and Goals. We are big advocates of time based asset allocation. Prune the fat in your portfolio. 2023 was a great year for risk assets.

Financial Planning 75

Financial Planning Planning Asset Allocation Retirement Planning 75

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 Investments Investing Numbers 130