The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

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Asset Allocation Financial Planning Assets Media 342

The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. Asset allocation determines the rate of return. Stick to your plan. Arthur Zeikel was a founding principal of Standard & Poor’s/InterCapital, Inc.,

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Investing Investments Risk Tolerance Portfolio Management 147

Abnormal Returns

OCTOBER 1, 2024

wsj.com) How the well-respected Canada Pension Plan has performed relative to its benchmark. blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' (mariakonnikova.substack.com) The case for direct indexing. klementoninvesting.substack.com) An excerpt from Stephen R.

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Asset Allocation Assets Management Planning 289

Nerd's Eye View

MARCH 12, 2025

Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.

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Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. It’s a shift in how we think about data, identity and access. The rise of agentic AI changes that completely.

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Wealth Management Estate Planning Planning Clients 165

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

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Asset Allocation Assets Investing Investments 98

Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. 9to5mac.com) The case for switching to a discount cellular plan. theverge.com)

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Asset Allocation Financial Advising Insurance Communication 264

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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Asset Allocation Wealth Accumulation Assets Portfolio 246

MainStreet Financial Planning

MARCH 12, 2025

This ensures you wont need to sell investments when markets are down, protecting your long-term financial plan and providing peace of mind during turbulent times. Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive.

Economics 87

Economics Asset Allocation Financial Planning Taxes 87

Abnormal Returns

JULY 3, 2024

(humbledollar.com) Why age is not the be-all-end-all for asset allocation decisions. Plan ahead. obliviousinvestor.com) How to rebalance your portfolio. humbledollar.com) Retirement How much you need in retirement can differ, a lot. contessacapitaladvisors.com) How does inflation affect retirement?

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Asset Allocation Retirement Portfolio Assets 274

The Chicago Financial Planner

FEBRUARY 3, 2022

Investors who are well-diversified may be hurt but generally not to the extent of those who are highly allocated to stocks. Review your asset allocation . If you haven’t done so recently, perhaps it is time to review your asset allocation and make some adjustments. Go shopping . The Bottom Line .

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Asset Allocation Financial Planner Marketing Marketing 190

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

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Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

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Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

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. Some examples include U.S.

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Asset Allocation Assets Risk Tolerance Portfolio 52

Truemind Capital

FEBRUARY 8, 2024

You would say obviously the first portfolio which has 100% equity allocation because equity performed far better than debt in the last 10 years. And the best part is that the ICICI BAF could do this by keeping a 53% average debt allocation. However, dynamic asset allocation is key to generating higher returns at a lower level of risk.

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Asset Allocation Assets Portfolio Planning 52

International College of Financial Planning

MARCH 12, 2025

Heres how to avoid them (without giving up your weekend plans or your love for good coffee). Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead. Why This Is a Problem: Many BNPL plans dont feel like debt but they are.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Darrow Wealth Management

FEBRUARY 9, 2025

When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. Before you can evaluate stocks or bonds to invest in, you’ll need to develop the metrics you plan to use in the analysis.

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Retirement Asset Allocation Taxes Portfolio 79

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

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Risk Tolerance Asset Allocation Assets Portfolio 72

Discipline Funds

MARCH 10, 2025

But 20 years is a long time and most of us aren’t disciplined to let our assets sit around for 20 years because we live our lives in the present. It’s a long-term instrument that exacerbates that asset-liability mismatch in our lives. Of course, you can build multi-asset portfolios many different ways.

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Assets Portfolio Financial Planning Insurance 75

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.

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Asset Allocation Assets Valuation Portfolio 52

WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

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Asset Allocation Assets Portfolio Risk Tolerance 52

The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

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Banking Asset Allocation Portfolio Management Assets 173

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.

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The Big Picture

NOVEMBER 7, 2022

General Assembly unveiled a 10-point plan on financing biodiversity, showing how reversing biodiversity loss helps stop the spread of poverty. When Should You Change Your Asset Allocation? . • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N. Chief Investment Officer ).

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Nonprofit Asset Allocation Economy Economics 278

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

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Financial Planner Asset Allocation Clients Risk Management 244

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

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Asset Allocation Math Portfolio Management Engineering 189

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

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Tax Planning Taxes Planning Estate Planning 52

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Do nothing. Focus on risk. Look for bargains.

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Risk Tolerance Marketing Marketing Financial Planner 188

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Financial Planning Planning Risk Tolerance Marketing 40

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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Management Assets Portfolio Insurance 130

Yardley Wealth Management

FEBRUARY 18, 2025

We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan. Benefits of Waterfall Wealth Management Managing significant assets can be complex. Strategic long-term planning – Provides a roadmap for surplus wealth allocation.

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Wealth Management Management Estate Planning Distribution 52

The Big Picture

AUGUST 23, 2023

– “ Probabilistic assessments ” reveals recognizing lots of outcomes are possible; we need to plan for not one but many potential future results. Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.”

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Investing Investments Asset Allocation Healthcare 246

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. unit debt-free in 2023.

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Financial Planner Asset Allocation Recruitment Financial Advising 147

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life. These basic things must be planned with a certain income. After showing them that breakdown, I discuss the details of asset allocation.

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Clients Asset Allocation Retirement Planning Transportation 103

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. What is a concentrated stock position?

Management 77

Management Taxes Estate Planning Asset Allocation 77

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective.

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The Big Picture

MAY 7, 2025

His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). He is also the author of multiple books, the Intelligent Asset Allocator, four Pillars of Investing, investors Manifesto, and on and on. I need to plan for my own finances. So when one asset class did particularly well.

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Asset Allocation Medical Assets Management 147