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Transcript: Tom Hancock, GMO

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. And actually Ben Inker is the head of our asset allocation group.

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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

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.

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Global Portfolio Strategy | July 7, 2022

James Hendries

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.

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Global Portfolio Strategy | August 3, 2022

James Hendries

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. I could do my own taxes.

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Global Portfolio Strategy | November 8, 2022

James Hendries

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 Click here to download a PDF of this report. Interest income may be subject to the alternative minimum tax. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | October 5, 2022

James Hendries

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. IMPORTANT DISCLOSURES.