Asset Allocation Definition Investment Advisor Taxes 
The Big Picture
FEBRUARY 6, 2024
You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. 00:15:17 [Speaker Changed] So let’s get into some of the definitions of this.
ClearMoney
MARCH 1, 2022
The current landscape suggests the characteristics implied by such traditional, binary labels may not be sufficient to describe many of today’s investment approaches. Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing.
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The Big Picture
JULY 11, 2023
Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. I could do my own taxes.
Good Financial Cents
JUNE 11, 2023
In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. You can also get information on your performance and asset allocation. They use several tactics as part of tax optimization.
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.
James Hendries
AUGUST 15, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. If sold prior to maturity, capital gains tax could apply.
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 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.
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