Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

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Asset Allocation Economy Financial Market Assets 78

A Wealth of Common Sense

SEPTEMBER 3, 2023

I love studying financial market history. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature.

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Marketing Marketing Financial Market Asset Allocation 106

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. Below are the key terms associated with asset allocation. The primary asset classes include: a.

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Asset Allocation Assets Risk Tolerance Portfolio 59

eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Discipline Funds

JUNE 6, 2023

In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event. When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years.

Economy 96

Economy Asset Allocation Valuation Communication 96

International College of Financial Planning

JULY 31, 2023

Emotional decision-making, lack of diversification, and chasing hot trends are frequent errors that can significantly affect one’s financial health. Emotional decisions driven by fear or greed during market volatility can lead to impulsive actions, resulting in missed opportunities or steep losses.

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WiserAdvisor

DECEMBER 15, 2023

They break down complex concepts and equip you with the knowledge needed to invest in financial markets. A financial advisor can also help you recognize and overcome inherent biases that might cloud your judgment. A financial advisor can actively monitor your investments. Simultaneously, stock prices witness an upswing.

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Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Mon, 09/12/2016 - 01:00. Strategic Advisory.

Investing 52

Investing Investments Asset Allocation Marketing 52

A Wealth of Common Sense

JANUARY 10, 2023

It’s now well-documented that 2022 is one of the worst years in history for financial markets. Past performance tells us nothing about future performance but studying market history can provide. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

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Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

WiserAdvisor

MARCH 19, 2024

Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. It can also lead to financial losses.

Investing 59

Investing Investments Financial Advisor Taxes 59

Investing Caffeine

JANUARY 23, 2024

We will delve into a comprehensive market update. Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. Register now!

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Marketing Marketing Asset Allocation Banking 52

The Irrelevant Investor

MARCH 3, 2019

By Morgan Housel The smoothest life paths sometimes fail to teach us about what really brings us satisfaction day to day By Charles Duhigg You should always cherish your exceptions because markets are full of them By Ben Carlson Retirement comes down to your savings rate and asset allocation.

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Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. 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.”

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Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak.

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Management Marketing Marketing Clients 52

Investing Caffeine

MARCH 1, 2024

Leading the bull market brigade higher was NVIDIA Corp (NVDA), which saw its stock launch higher by +29% for the month after reporting eye-popping quarterly revenues of $22 billion, more than tripling versus last year’s comparable quarter. More specifically, the Dow Jones Industrial Average was up +2.2% The S&P 500 surged +5.2%

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Taxes Risk Tolerance Retirement Investing 52

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. As you can see from the stock market cycles chart (below) that spans back to 1962, the average bull market lasts 51 months (i.e.,

Economy 98

Economy CFP Economics Accounting 98

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Investing Caffeine

MAY 3, 2023

Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation?

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Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Normally, mathematics teaches us the lesson that more is better when discussing financial matters. Fed Jitters.

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Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. As long-term investors, we aren’t overly concerned with market gyrations or the path of stock prices over the next few months.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. As long-term investors, we aren’t overly concerned with market gyrations or the path of stock prices over the next few months.

Investing 52

Investing Investments Assets Economics 52

Investing Caffeine

JANUARY 19, 2024

Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored. If you are interested in learning more about the books Wade has authored, please visit: [link]

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Management Investing Investments Marketing 52

Advisor Perspectives

JULY 13, 2023

What a year it has been for financial markets. There have been several negative factors in play, including a high-single-digit inflation print, the ongoing war in Ukraine, and several regional bank failures. Nonetheless, the S&P 500 finished the second quarter up 17 percent for the year. Go figure!

Asset Allocation 52

Asset Allocation Assets Banking Financial Market 52

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe. www.Sidoxia.com. Slome, CFA, CFP®.

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Economy Economics Valuation Investing 59

WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. When inflation is high, interest rates are increased, so people spend less.

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Investing Caffeine

OCTOBER 2, 2023

Yes, it’s true, despite a dramatic surge in mortgage rates over the last few years, the housing market remains strong due to a very tight supply of homes available for sale. Case in point are the most recently released GDP (Gross Domestic Product) forecasts by the Atlanta Federal Reserve, which show 3rd quarter GDP growth estimated at a 4.9%

Economics 52

Economics Economy CFP Government 52

The Big Picture

MARCH 5, 2024

It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So they’d give individual asset allocation to people and they’d go invest their money. Tell us a little bit about the magnetar CDO bet from the financial crisis. That’s real money.

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Banking Portfolio Assets Investing 140

Brown Advisory

DECEMBER 2, 2015

Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance.

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Taxes Clients Estate Planning Compliance 52

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. last month and has soared +15.9% for 2023, thus far. this year, thanks in part to Apple Inc.

Accounting 52

Accounting CFP Investing Investments 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

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Valuation Economy Banking Economics 52

Investing Caffeine

MAY 2, 2022

Last month was certainly painful for stock market investors. The good news is that after the stock market eventually bottomed (S&P 500) around each of these events, one year later, stock prices rebounded on average approximately +32% , and prices moved even higher in the following two years. So, that’s the bad news.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

MARCH 1, 2022

The significant volatility seen in the stock market recently from the Russian war/invasion of Ukraine is further evidence of how this fear dynamic can create short-term panics. If history repeats itself, this conflict will turn out to be another garden variety decline in the stock market and an opportunity to buy at a discount.

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Economics Accounting Advertising CFP 59

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. At Carson, we aren’t crazy about this definition of a bull market. on average one year after a 20% bounce.

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Marketing Marketing Economy Manufacturing 52

Darrow Wealth Management

MARCH 28, 2022

Before discussing ways to prepare for a recession or market downturn, it’s imperative to clarify an important point. Trying to anticipate and subsequently prepare for the next market correction/recession/etc. or downturn in the financial markets that could occur at any time is just common sense. Asset allocation.

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