Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." For example, the creation of the Federal Reserve in 1913 and the SEC in 1934 have helped to reduce economic volatility and increase corporate transparency.

Asset Allocation 245

Asset Allocation Wealth Accumulation Assets Portfolio 245

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Where Does Money Come From? What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Harness Wealth

JUNE 1, 2023

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

The Big Picture

JUNE 6, 2023

Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? RITHOLTZ: That’s more counseling than it is financial advice. And part of that involves designing your rich life.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130