Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. rogersplanning.blogspot.com) How to avoid investment complexity.

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere.

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Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! 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. ” Pursue diversity for better investment results!

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Abnormal Returns

DECEMBER 3, 2023

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. newyorker.com) Venture capital More VC funds are running out time while still holding investments. wsj.com) The economic schedule for the coming week. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

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Darrow Wealth Management

MAY 22, 2023

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. Hold cash or invest? For those considering holding cash instead of investing, recognize that this strategy has risks too.

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Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation.

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Validea

JULY 27, 2022

The James Webb Telescope is a game-changing astronomical research tool, but this is an investing blog so I won’t spend the whole article talking about astronomy (although I wish I could), but instead I’ve tried to weave together what investors may be able to learn from the James Webb Telescope and its incredible new footage of the universe.

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Abnormal Returns

OCTOBER 1, 2022

(theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. behaviouralinvestment.com) Venture capital What's the relationship between gambling and (venture) investing? medium.com) In Silicon Valley, investing in your friend's startup is the currency of the realm. year-over-year.

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WiserAdvisor

JANUARY 31, 2023

Long-term investment strategies are essential because they provide a less stressful way for individuals to achieve their financial goals. These strategies involve investing money in assets for a minimum of five years and more. Compound interest is the interest earned on both the initial investment and any accumulated interest.

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Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. We’ve consistently reminded clients to keep enough cash and equivalents on hand so they won’t be forced to liquidate investments at inopportune times, should the markets pull back.

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Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. We’ve consistently reminded clients to keep enough cash and equivalents on hand so they won’t be forced to liquidate investments at inopportune times, should the markets pull back. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s.

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Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. a year on average.

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Fortune Financial

SEPTEMBER 29, 2022

Another common misconception is that people believe they must select the investments that generate the highest returns to build retirement funds. . The same philosophy applies to investing in your retirement account as early as possible. Calculating After-Tax Rate of Investment Returns.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Wed, 08/01/2018 - 10:37.

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Nationwide Financial

DECEMBER 7, 2022

Economic headwinds and market fluctuations make the anxiety even worse for investors close to retirement. Due to shorter investment horizons, these investors have less time to recover from portfolio losses. How should investors respond after this year’s cycle of market volatility has diminished investment returns?

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Mon, 09/12/2016 - 01:00. Investors snapping up U.S.

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Alpha Architect

DECEMBER 9, 2022

Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor. For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information.

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Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. Personal Finance for Beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on financial products for better investment opportunities. You can enroll in the course here.

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Investing Caffeine

JANUARY 2, 2024

Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. There are always plenty of unforeseen issues that could slow or reverse our economic train. a few months ago to 3.9% today (see chart below). Source: Yardeni.com What could go wrong?

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Validea

OCTOBER 12, 2022

But many investors have not seen significant inflation during their investing careers and didn’t recognize that during inflationary bear markets, bonds do the opposite and fall along with stocks. Protective Asset Allocation and Generalized Protective Momentum – Grade: A. During deflationary bear markets, bonds work great.

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Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

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Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Here’s our latest strategic update given recent changes for Q4 and beyond.

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WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. This nuanced investment approach allows you to move towards your desired retirement lifestyle steadily.

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Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. The quantum of money printing jumped massively after Corona-led economic shutdowns. Embracing negative returns and taking advantage of them is part of the process of successful investing.

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WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. It is also essential to recheck your allocation from time to time. This practice involves periodic adjustments to your investments to ensure they align with your financial objectives. What are the reasons for rebalancing your investments?

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Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. has now raced ahead of other developed markets in economic growth since the pandemic. Here’s why.

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International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. As an individual investor, spending your hard-earned money on CFP services is an investment. CFP services can help you grow your wealth and strengthen your investment strategies.

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Investing Caffeine

OCTOBER 2, 2023

Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. rate (see chart below). Under this scenario, you are likely to stay put and not sell your home. for the month.

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WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. As discussed above, it varies according to individual investment goals, time horizons, and risk tolerance.

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WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Adapt your approach Late starters should consider a strategic shift in their asset allocation.

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Discipline Funds

JUNE 26, 2023

Names like Buffett and Bogle might be more recognizable to the common investor, but Markowitz had more influence on financial planning and asset allocation than any person in financial history. To this day these ideas remain the starting point for how most of us think about portfolio construction.

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SEI

AUGUST 2, 2022

Investments and economy. OCIO/Investment outsourcing. In the midst of stressful times, our investment strategy is put to the test. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. .

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