Asset Allocation Commission License Numbers 
ClearMoney
FEBRUARY 22, 2022
The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.
ClearMoney
MARCH 1, 2022
Index construction rules are often designed to accommodate the mutual funds and exchange-traded funds (ETFs) tracking the indexes, reducing index turnover, for example, by limiting the number of rebalancing events and imposing thresholds on security weight changes.
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ClearMoney
JANUARY 4, 2022
In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.
Cordant Wealth Partners
SEPTEMBER 8, 2022
Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. These include: MOL Corporation Microsoft Online, Inc. Vexcel Corporation Microsoft Payments, Inc.
The Big Picture
JUNE 20, 2023
That’s a shocking number. And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. Or should this be kept out of private asset allocators’ hands?
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