Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Random Roger's Retirement Planning

FEBRUARY 14, 2025

We talk about several different structures that can potentially replace 60/40 as Slok is referring to it. Based on the following excerpt; I built out the following leveraged allocation, taking some liberty with shortening the duration quite a bit.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Investment Writing

MAY 7, 2024

That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group. money raised) for racially homogenous teams than for racially diverse teams.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Harness Wealth

JANUARY 29, 2025

This strategy gives individuals the opportunity to reinvest in comparable but not “substantially identical” assets (as defined by the IRS), and maintain a similar portfolio exposure. The tax treatment of this loss will depend on how long the asset has been held. All of this adds up to a total tax saving of $5,550.

Taxes 52

Taxes Assets Sales Portfolio 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

He was referring to one of the mutual funds managed by John Hussman. Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

WiserAdvisor

APRIL 25, 2023

Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Click to compare vetted advisors now. What is 401(k) rebalancing?

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

Random Roger's Retirement Planning

SEPTEMBER 2, 2022

There was also a reference to the term on an episode of The Simpsons. New assets in to the fund and the passing of existing fund holders become potential sources for higher payouts. I've mentioned several times that I was test driving Rational/Resolve Adaptive Asset Allocation Fund (RDMIX) for possible use in client accounts.

Accounting 74

Accounting Asset Allocation Retirement Retirement Planning 74

Random Roger's Retirement Planning

OCTOBER 10, 2022

But the success of managed futures is drawing more and more attention and assets. It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion. David Faber from CNBC referred to some investors as Iomegans for the staunch devotion to the stock.

Management 98

Management Risk Management Asset Allocation Assets 98

Truemind Capital

JULY 8, 2024

Here are some of the most famous ones: PPF, ELSS MF, Sukanya Samriddhi, 5-Year FD, NPS, Insurance-Linked Schemes, Pension Schemes Refer to the below table to compare these options on parameters such as expected returns, risk, lock-in, taxation on returns, ideal investment horizon and the options we would like you to stay away from.

Taxes 65

Taxes Asset Allocation Tax Planning Financial Planning 65

Harness Wealth

NOVEMBER 12, 2024

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Truemind Capital

JUNE 30, 2022

The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. trillion to ~$8-8.5 Source: ICICI MF.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Random Roger's Retirement Planning

MARCH 29, 2024

There are funds from other providers that do a similar strategy with various other asset classes and percentages. A 50% weighting would equal (there's some nuance here to learn about but this is close enough for today's post) putting 50% into stocks and 50% in bonds but with RSSB only 50% of the dollars would be exposed to risk assets.

Portfolio 97

Portfolio Asset Allocation Assets Management 97

Discipline Funds

JULY 25, 2023

I specifically refer to people’s “investment” portfolios as their “savings” portfolios because the financial markets are not where we make real investments. 1 The financial markets are where we allocate our savings. 4) Don’t chase the panic and euphoria. 4) Don’t chase the panic and euphoria.

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Brown Advisory

MARCH 28, 2019

Formally, this is often referred to as “capital sufficiency” planning and more informally, it is often called spend-rate planning. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Formally, this is often referred to as “capital sufficiency” planning and more informally, it is often called spend-rate planning. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

WiserAdvisor

SEPTEMBER 8, 2022

Typically, risk refers to any threat or an unlikely event that can lead to failure. In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals. The portfolio is made up of different asset classes, investments, market capitalizations, etc.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Darrow Wealth Management

MAY 22, 2023

It’s the reference interest rate for overnight borrowing between financial institutions like banks. So when the federal funds rate goes up, it can have an outsized impact on shorter term interest rates on assets like Treasury bills (T-bills). The federal funds rate is the shortest of short-term interest rates.

Investing 105

Investing Investments Accounting Wealth Management 105

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 Assets 52

Random Roger's Retirement Planning

JANUARY 29, 2023

From Twitter on Sunday; I've been referring to bonds with duration as being sources of unreliable volatility. Part of our conversation has looked at return stacking with this paper from ReSolve Asset Management spurring several blog posts. The chart compares the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) compared to VBAIX.

Portfolio 75

Portfolio Asset Allocation Assets Management 75

Random Roger's Retirement Planning

NOVEMBER 12, 2023

The idea that fund company determines the asset allocation, referred to in this context as a glide path, makes no sense to me and then factor in that fund companies uses different glide paths. I've been crapping on target date funds since they first became a thing.

Retirement 75

Retirement Asset Allocation Retirement Planning Portfolio 75

Workable Wealth

SEPTEMBER 16, 2020

The goal of diversification is for your portfolio assets to balance each other out by maximizing profit and minimizing risk. You can diversify your portfolio across asset classes, within assets, and also geographically (think both domestic and foreign markets). Asset Allocation.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

Random Roger's Retirement Planning

NOVEMBER 11, 2022

A little less dramatic but more interesting is the idea we broached yesterday about extreme portfolio simplification becoming an appropriate asset allocation for an older retiree who is not cognitively impaired but wants to spend less time on their investments without hiring someone to help them.

Asset Allocation 74

Asset Allocation Clients Portfolio Assets 74

Dear Mr. Market

AUGUST 27, 2023

Treasury bonds, especially longer-term ones like those tracked by TLT, are considered safe-haven assets. TLT’s price could potentially rise (even substantially) in this scenario as investors move away from riskier assets like stocks and high yield bonds into the relative safety of government bonds. (2)

Economics 98

Economics Assets Government Marketing 98

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. In the form of high-quality bonds, interest rate exposure has been a good diversifier to equity risk. Core vs Core Plus Bond Implementation.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Truemind Capital

NOVEMBER 29, 2020

There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. Liquidity has inflated asset prices not just in equity but of long-term bond also (bond price has an inverse relationship with interest rates), which are common asset classes in any investor’s portfolio.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

eMoney Advisor

DECEMBER 27, 2022

Accumulating wealth refers to growing investments, paying down debt, and saving for retirement. At this level, the focus shifts to growing assets for long-term success and longevity. Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

WiserAdvisor

APRIL 16, 2025

Investors who are risk-averse may resort to reactive behavior that can result in selling assets at the wrong time, potentially incurring losses, and failing to realize the full potential of profitable investments. The right allocation helps ensure that your portfolio is balanced and diversified. This process can be overwhelming.

Financial Advisor 40

Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. a maximum and minimum percentage) that serves as a boundary for our ongoing allocation to each asset class.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Brown Advisory

OCTOBER 11, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. This year’s report examines several issues that the team is monitoring as we head into 2022. “FAANG” is an acronym that refers to the stocks of Meta (formerly known as Facebook), Amazon, Apple, Netflix; and Alphabet (formerly known as Google).

Marketing 98

Marketing Marketing Investments Investing 98

WiserAdvisor

DECEMBER 3, 2023

It is also referred to as time-based rebalancing or calendar rebalancing. It allows you to realign your asset allocations as your financial objectives evolve. This can prevent overexposure to volatile assets and reduce the potential consequence of market downturns on your investments.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Carson Wealth

DECEMBER 13, 2022

Both should be fluent in the language of stocks, bonds, mutual funds, exchange traded funds, asset allocation, dollar cost averaging and both know the differences and applications of various types of retirement accounts. They may set experience, assets under management or other criteria to be able to use the term Wealth Manager.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

James Hendries

OCTOBER 7, 2022

While the Fed may still gradually increase rates throughout this year, it has already done a lot even as asset prices have come under increasing pressure. Starting yields on most fixed income asset classes are hovering around the highest yields we’ve seen in over a decade. Investing involves risks including possible loss of principal.

Clients 52

Clients Asset Allocation Portfolio Assets 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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52

Clients Asset Allocation Investment Advisor Assets 52

Random Roger's Retirement Planning

APRIL 9, 2023

The behavior was a black swan to me, I was Taleb's turkey (Black Swan reference) in terms of expecting anything but prepared against the unpredictable. At the demographic level, people who are 50 or 60 face unexpected job loss all the time. My call with this probably wasn't that close but it could have been.

Retirement 75

Retirement Asset Allocation Planning Numbers 75