Truemind Capital

SEPTEMBER 10, 2019

Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Given these requirements, hiring an investment manager can make a significant difference in your financial wellbeing and peace of mind. Unchecked conflict of interest can ruin your investment returns.

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Consider consulting with a financial advisor who can help devise a personalized retirement plan based on your unique needs and goals.

Retirement 45

Retirement Risk Tolerance Retirement Planning Taxes 45

ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Walkner Condon Financial Advisors

MARCH 15, 2023

These weightings change over time, so the portfolio weights for each security would also have to be shifted. Certain stocks can also be substituted for each other as well, maintaining the target asset allocation but allowing for a stock to have losses recognized for end of the year tax planning.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. As we look ahead, the months of November and December have historically been constructive for asset prices. Investing involves risks including possible loss of principal.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

The Big Picture

FEBRUARY 6, 2024

Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat.

Valuation 130

Valuation Investing Investments Assets 130

Carson Wealth

DECEMBER 1, 2022

A 6% return is a conservative long-term return from a portfolio consisting of equities and bond positions. All investing requires risks, past returns are not indicative of future performance.? ? . Younger investors have a much longer time frame before they need investment proceeds. Start an Emergency Fund.

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

International College of Financial Planning

MAY 29, 2023

Understanding Wealth Management Wealth management is helping high-net-worth individuals and families manage their financial assets and plan for their future financial needs. The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Brown Advisory

SEPTEMBER 29, 2020

However, the management of underlying assets in a gift annuity pool is a different matter. The question of how to allocate assets in these pools is highly dependent on the nonprofit’s circumstances, the regulations in the state in which it is domiciled, and a variety of other factors that need to be considered carefully by the nonprofit.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 29, 2020

However, the management of underlying assets in a gift annuity pool is a different matter. The question of how to allocate assets in these pools is highly dependent on the nonprofit’s circumstances, the regulations in the state in which it is domiciled, and a variety of other factors that need to be considered carefully by the nonprofit.

Management 52

Management Nonprofit Assets Risk Tolerance 52

ClearMoney

JANUARY 4, 2022

An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). The dispersion between the two asset classes was much less pronounced than during the previous year, with global corporate bonds outperforming global Treasury and government-related bonds by 0.82%.3.

Marketing 52

Marketing Marketing Commission Government 52

International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. Need a financial advisor?

Risk Tolerance 99

Risk Tolerance Asset Allocation Financial Advisor Portfolio 99

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Management 213

Management Investing Investments Assets 213

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Wealth Management 80

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Treasuries, agency mortgages, and investment-grade corporate bonds that comprise the Aggregate index. Core vs Core Plus Bond Implementation.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Discipline Funds

DECEMBER 20, 2023

Asset and Liability Matching. Good financial planning is all about asset and liability matching across time. That means you need to make sure you understand how your income and assets relate to your expenses and liabilities. A financial plan with an asset liability mismatch is likely to fail over time.

Financial Planning 73

Financial Planning Planning Asset Allocation Retirement Planning 73

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. All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JUNE 20, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Economy Communication 52

Brown Advisory

NOVEMBER 29, 2016

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction. Charitable giving to foundations in 2015 shrank 3.8%

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Brown Advisory

MARCH 26, 2020

Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

Investing 52

Investing Investments Portfolio Assets 52