A Wealth of Common Sense

JULY 17, 2025

I would also spend more time honing your communication and sales skills than learning a bunch of formulas for the CFA. It’s also never been easier to gain market knowledge on your own through blogs, newsletters, social media and podcasts. If you are inclined to follow or learn about investing, there are more avenues than ever before.

CFP 73

CFP Wealth Management Advertising Portfolio Management 73

A Wealth of Common Sense

JUNE 15, 2025

In my last post I looked at the impressive outperformance of international stocks this year: With all the AI excitement it’s hard to believe foreign stocks are beating the pants off American stocks in 2025 when you consider the sector exposure discepancies: When you include communication services (which includes Google, Facebook and Netflix) (..)

Communication 100

Communication Asset Allocation Assets Marketing 100

Carson Wealth

MARCH 21, 2025

Someone needs to make daily investment decisions, review the funds performance, keep records, monitor distributions, and communicate with stakeholders. A successful strategy should generate consistent long-term income and protect the principal investment against inflation and market risk through diversification and asset allocation.

Distribution 52

Distribution Nonprofit Government Taxes 52

Midstream Marketing

JUNE 4, 2025

Too Much Jargon, Too Little Heart Industry terms like “asset allocation models” or “fiduciary strategy” can overwhelm rather than engage. A thoughtful About Page builds trust, communicates your value, and encourages action. Your About Page should speak your prospect’s language—not your industry’s. Ready to see real results?

Clients 40

Clients Financial Advisor Asset Allocation Banking 40

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. investmentecosystem.com) When does conviction turn into arrogance? theverge.com)

Asset Allocation 264

Asset Allocation Financial Advising Insurance Communication 264

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 (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

JULY 6, 2022

their views on asset allocation or paying down debt), nonexperts often find them very compelling. While many financial advisors may disagree with the opinions espoused by pundits like Dave Ramsey and others (e.g., Instead of trying to change their clients’ beliefs, it may be possible to channel them in a more productive manner.

Clients 242

Clients Asset Allocation Financial Advisor Portfolio 242

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 100

Clients Asset Allocation Retirement Planning Transportation 100

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

Asset Allocation 52

Asset Allocation Assets License Government 52

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 Government 52

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You must also ensure that the diverse group can communicate freely so don’t get an echo chamber. What my clients say about me “Fast, effective, insightful.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Discipline Funds

JUNE 6, 2023

But at the end of the day asset allocation is about expected future probabilities and it’s worth noting that the current mix of macroeconomic and financial currents is consistent with elevated risks in the stock market.

Economy 105

Economy Asset Allocation Valuation Communication 105

Discipline Funds

NOVEMBER 8, 2023

Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years. Our industry does a terrible job of communicating time horizons to investors and time is the main thing we all care about.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Validea

OCTOBER 25, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500.

Investing 72

Investing Investments Communication Assets 72

eMoney Advisor

MARCH 21, 2023

By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Use Continuous Communication Be proactive in your outreach to clients rather than waiting for them to call you. Here are some important steps to follow.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Brown Advisory

AUGUST 19, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. As always, we welcome your thoughts, feedback and questions. . Speakers: Bertie Thomson, Erika Pagel and Sid Ahl .

Marketing 98

Marketing Marketing Clients Asset Allocation 98

Workable Wealth

SEPTEMBER 16, 2020

Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in. Dollar-Cost Averaging.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

Carson Wealth

OCTOBER 28, 2022

Misunderstanding asset allocation: New investors often split their money across multiple money managers in an attempt to diversify , but the truth is that this approach can create fee inefficacies, increase the volatility of your assets and make benchmarking more complex than it needs to be. .

Communication 52

Communication Asset Allocation CFP Planning 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 Assets 52

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. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

OCTOBER 11, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. As always, we welcome your thoughts, feedback and questions. . Speakers: Keith Stone, Erika Pagel and Sid Ahl .

Marketing 98

Marketing Marketing Investments Investing 98

Clever Girl Finance

OCTOBER 8, 2024

consumer staples, real estate, tech stocks, communication services, etc) or international stocks to create a balanced portfolio with broad asset allocation. So consider investing in exchange-traded funds (ETFs), index funds , bonds etc that cover various sectors (e.g. Daily market fluctuations can be overwhelming.

Investing 98

Investing Investments Risk Tolerance Portfolio 98

James Hendries

JUNE 20, 2023

Despite emerging signs of slowing, the Fed recently communicated a hawkish stance on the path of interest rates going forward and the markets seemed to take it all in stride. Asset allocation does not ensure a profit or protect against a loss. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007?

Marketing 52

Marketing Marketing Economy Communication 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying?

Clients 293

Clients Wealth Management Banking Investments 293

WiserAdvisor

JANUARY 23, 2024

In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance. Communication is key in the evaluation of investment performance. Transparent communication is paramount in risk management.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. You’ll look at factors such as the contributions of security selection, sector weightings, asset allocation, and maybe even cash positions and the flows of money into and out of the portfolio.

Portfolio 52

Portfolio Clients Management Asset Allocation 52

International College of Financial Planning

MAY 29, 2023

Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management. Client Relationship Management and Communication Skills : Building solid relationships with clients is critical for success in wealth management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Brown Advisory

JUNE 16, 2022

MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Clients 52

Clients Asset Allocation Taxes Investments 52

Brown Advisory

JULY 17, 2018

One specific point to consider: If you built your 529 asset allocation with a long-term target in mind (for example, 18 years from your child’s birth), it may be invested for long-term growth with a relatively heavy allocation to equities.

Taxes 52

Taxes Planning Education Distribution 52

Brown Advisory

AUGUST 19, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. We look forward to discussing these topics with you in the coming weeks. . MORE ON THIS TOPIC. Rodrigo is now available.

Clients 52

Clients Asset Allocation Taxes Investments 52

Brown Advisory

JULY 17, 2018

One specific point to consider: If you built your 529 asset allocation with a long-term target in mind (for example, 18 years from your child’s birth), it may be invested for long-term growth with a relatively heavy allocation to equities.

Taxes 52

Taxes Planning Education Distribution 52

Brown Advisory

AUGUST 19, 2022

Speakers: Bertie Thomson, Erika Pagel and Sid Ahl MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

Marketing 52

Marketing Marketing Clients Asset Allocation 52

Brown Advisory

MARCH 26, 2020

Assets should not be sold solely for tax reasons. Instead, assets should be sold strategically in order to maximize overall asset allocation and diversification goals. If unused, capital losses can be carried forward to future tax years and used to offset future capital gains.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

DECEMBER 2, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. In compliance with those regulations, we must inform you that 1.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

MARCH 26, 2020

Assets should not be sold solely for tax reasons. Instead, assets should be sold strategically in order to maximize overall asset allocation and diversification goals. If unused, capital losses can be carried forward to future tax years and used to offset future capital gains. TAX LOSS HARVESTING 101.

Taxes 52

Taxes Marketing Marketing Clients 52

Sara Grillo

AUGUST 25, 2023

If just doing investment management alone – it would be the usual balancing, tax-loss harvesting (If warranted), asset allocation etc., I usually have people sign consent and release forms so I can communicate direct with their CPA and Attorney. Services: I offer investment management as an add-on to financial planning.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors.

Marketing 52

Marketing Marketing Economy Economics 52