MainStreet Financial Planning

AUGUST 16, 2022

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio.

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Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing?

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Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

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Abnormal Returns

JANUARY 24, 2023

kitces.com) How higher interest rates affect a return-stacked portfolio. blog.thinknewfound.com) A century long look at various asset allocation strategies. papers.ssrn.com) How investment management operations are organized matters more than any 'model' they follow.

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The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.

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The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

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Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

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A Wealth of Common Sense

SEPTEMBER 1, 2023

Rob Isbitts at ETF.com says Jerome Powell’s speech at Jackson Hole is bad news for 60/40 investors: For nearly two decades, investment advisors and self-directed investors came to understand and appreciate “asset allocation” as a complementary combination of stocks and bonds.

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Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. mailchi.mp) How portfolio complexity is too much? morningstar.com) Asset location, 101.

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A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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Advisor Perspectives

APRIL 29, 2024

Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the role alternatives can play in asset allocation and how creating portfolios that complement traditional assets drive business growth.

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Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough.

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Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

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Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. We covered a huge amount of ground here in an hour. I hope you learn something new from this interview. I hope you learn something new from this interview.

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Truemind Capital

FEBRUARY 23, 2024

Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement. I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. There is still reasonable value in large-cap value stocks.

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Validea

SEPTEMBER 30, 2022

In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. In this episode, we talk about how Brent uses that expertise to construct his personal portfolio. We also discuss charitable giving, obstacle course racing, Brent’s biggest investment mistake and a lot more. Listen on Apple.

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WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. It is also essential to recheck your allocation from time to time. Rebalancing is a critical step that can help you optimize your portfolio’s performance.

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Abnormal Returns

DECEMBER 15, 2023

youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Costs matter.

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Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. newyorker.com) Venture capital More VC funds are running out time while still holding investments.

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Discipline Funds

FEBRUARY 21, 2023

The problem with investing is that these time horizons involve uncertainty because we do not know the time horizons over which certain instruments exist and protect us. Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process.

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Wealth Management

MAY 17, 2023

The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.

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The Irrelevant Investor

APRIL 13, 2016

Although constructing a portfolio has never been cheaper, it has also never been as confusing. Perhaps it is no surprise that this has left investors' paralyzed, with them opting to invest their 401(k)s in target-date funds, which experienced a record $69 billion in positive net asset flows in 2015.

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Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. and international stocks (see chart). Source: J.P.

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Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

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Abnormal Returns

JANUARY 18, 2023

Jim Dahle talks with Ben Carlson about a broad range of topics from inflation to cryptocurrency to how to pick an asset allocation and stick to it. tenpercent.com) Investing The stock market looks different depending on your time horizon.

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Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Validea

APRIL 20, 2023

is forgoing the traditional 60/40 portfolio and turning to public and private investments instead, reports an article in Bloomberg. In a recent note, strategists from the research department of the firm advised dividing up the standard asset allocation and shifting “from broad allocations to public equities and bonds.”

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WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. The ideal investment term for each instrument also differs. So, the decision to pick an option can depend on the investment term and whether or not it aligns with your financial goals. This is why portfolio risk management can be very critical.

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International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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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. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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