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. The core inflation has remained sticky in the US and has moderated in India.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Darrow Wealth Management

OCTOBER 29, 2024

Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation. Then work down, perhaps going to U.S.

Asset Allocation 75

Asset Allocation Accounting Risk Tolerance Portfolio 75

Random Roger's Retirement Planning

MARCH 30, 2024

It looks like it tracked closely for the last six months of 2023, then turned down to start 2024 and then traded flattish since mid-January like maybe it lightened up on equities? Circling back to model ETF portfolio mentioned at the top of this post, the asset allocation was as follows. Yahoo Finance has GHTA down 0.7%

Asset Allocation 96

Asset Allocation Portfolio Assets Management 96

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

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

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. How does one create an investment masterpiece? Slome, CFA, CFP® Plan.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

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 Risk Management 90

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. MCW also did great in 2021, 2020 and 2019. Occasionally of course, MCW gets pasted.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. They, they trained them together.

Management 130

Management Assets Portfolio Insurance 130

Investing Caffeine

JANUARY 2, 2024

Jerome Powell, the Federal Reserve Chairman has been paying attention to these statistics, as evidenced by the central bank’s forecast at the Fed’s recent policy meeting last month on December 13 th for three interest rate cuts in 2024. This new bull market had a great start in 2023, but in historical terms, it is only a baby.

Economy 98

Economy CFP Accounting Economics 98

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. Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Zoe Financial

JANUARY 17, 2024

The second headline was Edelman Financial engines closed down their tax prep services (separate/different from their tax planning services). But they did close tax prep. And this is just a reality, which is tax implementation is time-consuming and it’s often offered because clients want more for that 1%.

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 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. Someone who is very far ahead of the game can usually get away with having more allocated to lower volatility strategies whether that is options funds or something else.

Asset Allocation 94

Asset Allocation Portfolio Clients Retirement 94

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 Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio. We continue to hold positions in large-cap value stocks and maintain no allocation to mid & small-cap funds. For short-term cash management, arbitrage funds offer better tax-adjusted returns.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Investing Caffeine

JUNE 3, 2024

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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (June 3, 2024).

Risk Tolerance 52

Risk Tolerance Economy Economics Asset Allocation 52

Darrow Wealth Management

FEBRUARY 18, 2025

between 1995 – 2024. Simplified illustration of a portfolio stress test: Using the return and standard deviation assumptions for the asset allocation, the analysis accounts for market volatility and the impact on cash flows. That’s where a Monte Carlo analysis comes in.

Retirement 54

Retirement Planning Retirement Planning Financial Planning 54

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. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Asset Allocation Management Accounting 52

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.

Assets 147

Assets Management Portfolio Investing 147

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. 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

Click here or below to see or enlarge the entire bracket for 2024. We’ll start by diving right into not only our Small/Mid Cap region winner but also the overall champion in our 2024 bracket… #4 First Trust SMID Cap Rising Dividend Achievers ETF ( SDVY ).

Investments 105

Investments Investing Portfolio Assets 105

Carson Wealth

MARCH 7, 2024

The current limit for contributions to a 401(k) in 2024 is $23,000, which is generally above the amount of an employer match. Set Up Another Retirement Account Individual Retirement Accounts (IRAs) may offer tax advantaged savings as well. Contributions are taxed on the way in with these accounts.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 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 Investing 74

The Big Picture

JULY 1, 2025

So it was, if you think about insurance asset management, we have, you know, we obviously serve the group, but we have business units and legal entities and each of these business units and legal entities have their own strategic asset allocations. So my role was to manage those business unit and legal entity asset allocations.

Investments 147

Investments Investing Consulting Insurance 147

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. I prefer building out a 5-15 and 5+ year bucket for these instruments.

Financial Planning 75

Financial Planning Planning Asset Allocation Retirement Planning 75

The Big Picture

JANUARY 21, 2025

And they are at the point where, you know, if I give my kids $19,000 this year under the gift tax exclusion, which is the sum you can give without how filing a gift tax return, that money to them in their thirties is so much more valuable than it is to me in my sixties. And that was in June of 2024. Right, right.

Investing 147

Investing Investments Management Retirement 147

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. It was, 00:05:08 [Speaker Changed] It was Freeburg.

Banking 147

Banking Portfolio Assets Investing 147

Carson Wealth

APRIL 25, 2024

Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. Tax Planning: Optimize tax efficiency through strategies such as retirement contributions, tax-deferred accounts, and deductions and credits. January 24, 2024. March 11, 2024.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Carson Wealth

JUNE 27, 2024

As you get closer to retirement your asset allocation should change. Additionally, be sure to account for the tax confusions of different investments in taxable brokerage accounts and retirement accounts. centenarian population is projected to quadruple over the next 30 years,” January 9, 2024.

Retirement 97

Retirement Budgeting Healthcare Risk Tolerance 97

Darrow Wealth Management

MAY 29, 2024

Historically, Republicans have valued lower taxes and less regulation (both of which the market likes), but as evidenced in earlier charts, that doesn’t necessarily translate to higher returns during an administration. Source: Dimensional Fund Advisors How does the S&P 500 perform during election years? Probably not.

Marketing 105

Marketing Marketing Asset Allocation Investing 105

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. Long-term yields declined briefly on the news of the inclusion of India to the JPMorgan Government Bond Index-Emerging Markets starting June 28, 2024. We continue to prefer a portfolio duration of around 1-1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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.

Portfolio 130

Portfolio Investing Investments Numbers 130

Investing Caffeine

FEBRUARY 1, 2024

The race into 2024 has begun, and the U.S. 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 ). This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2024).

Government 52

Government CFP Investing Investments 52

Darrow Wealth Management

MAY 29, 2024

Historically, Republicans have valued lower taxes and less regulation (both of which the market likes), but as evidenced in earlier charts, that doesn’t necessarily translate to higher returns during an administration. Source: Dimensional Fund Advisors How does the S&P 500 perform during election years? Probably not.

Marketing 52

Marketing Marketing Asset Allocation Investing 52

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. 00:28:47 [Speaker Changed] We’re a, we’re running a 10 year Monte Carlo, that’s probably 20,000, 10,000 paths of outcomes on that asset. Yeah, it’s super patient, it’s super sophisticated. And this is proprietary data. They cover everything.

Banking 147

Banking Marketing Marketing Investing 147

Random Roger's Retirement Planning

APRIL 20, 2025

has it compounding at 2.23% from inception up to the end of 2024. The fund is a non-starter for me but is there anything interesting to learn from their asset allocation? This approximates their asset allocation, not their holdings, as of year end. Testfol.io There was an "other" category so I rounded up a little.

Asset Allocation 59

Asset Allocation Portfolio Math Assets 59

Random Roger's Retirement Planning

DECEMBER 24, 2024

To address the premise of the Yahoo article, this is an asset allocation question. If you have the correct asset allocation, there's probably nothing to change in the face of a 3% move in the stock market, regardless of direction. If you contribute money at 57 or 58 or 59, you're obviously deferring taxes.

Retirement Planning 40

Retirement Planning Retirement Planning Asset Allocation 40