International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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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?

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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

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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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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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. It means finding the strategy that will allow you to sit quietly when your emotions are screaming at you to do the wrong thing.” – Ian Cassel Unfortunately, having the right temperament for investment is not common.

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Zoe Financial

JANUARY 17, 2024

I think the big question for advisors will be, “Does this mean that you’ll have to look at it as another part of your asset allocation decision, the way you would for commodities or REITs, etc?” Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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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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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., to generate optimal returns on their investments. However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. What is asset allocation?

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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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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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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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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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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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