Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. For example, stocks are categorized by sectors, region, market capitalization, style, etc. Again, past performance is not indicative of future results, markets move, and correlations and relationships can change.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Abnormal Returns

MAY 23, 2023

mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? systematicindividualinvestor.com) Does economic trend add value above price trend? institutionalinvestor.com) Why trend following in equity markets can be challenging. (aqr.com) How should investors rate hedge fund performance?

Asset Allocation 147

Asset Allocation Insurance Economics Assets 147

The Big Picture

AUGUST 23, 2023

I’ve spent my adult life watching markets and, more importantly, how people behave when they interact with those markets. Given the widespread adoption of behavioral economics (including three separate Nobels for Kahneman, Schiller, and Thaler) we tend to take this for granted today.

Investing 246

Investing Investments Asset Allocation Healthcare 246

WiserAdvisor

DECEMBER 2, 2022

However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Asset allocation aims to balance risk and reward through a portfolio composition of different kinds of assets. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He is the author of “ Predicting the Markets: A Professional Autobiography.”

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. Market Impact and Recent Volatility You’ve likely noticed the markets have been up and down over the past few weeks.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? What the “new rate regime” means for portfolios and strategic asset allocations Trends and opportunities in Fixed Income and Equities But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Abnormal Returns

OCTOBER 1, 2022

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

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.

Asset Allocation 107

Asset Allocation Economics Assets Marketing 107

Discipline Funds

MARCH 10, 2025

As I write this the US stock market is down -2.5% This is what the stock market does. Over long periods of time the stock market will go up in value because corporations accrue revenues and profits over long periods of time. In the short-term, however, the stock market is virtually unpredictable. on the day.

Assets 75

Assets Portfolio Financial Planning Insurance 75

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? tker.co) Bank depositors are moving money into money market mutual funds. disciplinefunds.com) The economic schedule for the coming week.

Asset Allocation 130

Asset Allocation Banking Financial Advising Economy 130

Nationwide Financial

MARCH 27, 2023

Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Markets have displayed remarkable resilience, with the S&P 500® Index currently showing a modest gain for March and a 4% year-to-date return. over the past two weeks. at the best level in nearly a year.

Banking 98

Banking Marketing Marketing Economics 98

Advisor Perspectives

JUNE 16, 2023

Ignore the “noise” of the market and adhere to your well-thought-out asset-allocation strategy that acknowledges both the virtual certainty of recessions and bear markets while also recognizing that trying to time the market based on economic forecasts is likely to prove counterproductive.

Economics 59

Economics Asset Allocation Assets Marketing 59

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. market is closer to 40%, higher than the tech bubble peak weighting.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Discipline Funds

NOVEMBER 11, 2024

This included: 2:44 Defined Duration Investing – my new asset allocation process by which I focus on quantifying the time horizons over which to use certain instruments and help match them to a financial plan. They just have to threaten to kick your butt and markets behave accordingly.

Asset Allocation 52

Asset Allocation Portfolio Financial Planning Government 52

Dear Mr. Market

APRIL 2, 2025

Dear Mr. Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Validea

OCTOBER 12, 2022

There have certainly been bear markets in the period, and some of them have even been severe, but the consistent negative correlation between stocks and bonds during those periods meant that bonds served as an excellent diversifier. During deflationary bear markets, bonds work great. The issue here is obviously inflation.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. I get the, the idea that, hey, this was kind of the early days of a bear market that that went on for another decade. So let’s start with your background. I was a liberal arts major.

Management 130

Management Assets Portfolio Insurance 130

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. Bond yields fell, and equity markets rallied. The 2024 estimate was revised from 2.6%

Marketing 96

Marketing Marketing Economy Investing 96

Truemind Capital

JULY 19, 2024

Equity Market Insights: The equity markets kind of ensure that there is never a dull quarter! From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. This unexpected result led to a sharp market correction.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Nationwide Financial

DECEMBER 7, 2022

The market headwinds have been many this year, with high inflation, rising interest rates, and diminishing liquidity causing concerns among investors. A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. Read more >.

Marketing 98

Marketing Marketing Investing Investments 98

MainStreet Financial Planning

MARCH 7, 2025

Hands-Off Investment Management If you prefer a professional to handle asset allocation, rebalancing, and investment selection, an AUM-based advisor can actively manage your portfolio. Ongoing Portfolio Monitoring AUM advisors continuously review your investments and adjust strategies based on market conditions and economic trends.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Carson Wealth

JANUARY 2, 2024

The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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. trillion in assets under management.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? 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. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Brown Advisory

OCTOBER 11, 2022

CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some challenges. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Tue, 10/11/2022 - 13:22.

Marketing 98

Marketing Marketing Investing Investments 98

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.

Investing 52

Investing Investments Asset Allocation Marketing 52

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. Strategic Advisory.

Investing 52

Investing Investments Asset Allocation Marketing 52

Truemind Capital

JUNE 30, 2022

The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward. The quantum of money printing jumped massively after Corona-led economic shutdowns. trillion to ~$8-8.5

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. In last week’s Weekly Market Commentary , we wondered how much higher interest rates could go. A Historically Aggressive Fed.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

Asset Allocation 52

Asset Allocation Management Portfolio Financial Market 52

Discipline Funds

NOVEMBER 8, 2023

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. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. Carson’s leading economic index indicates the economy is not in a recession. on average one year after a 20% bounce.

Marketing 52

Marketing Marketing Economy Manufacturing 52

SEI

AUGUST 2, 2022

Market volatility: Reminder to prepare for downturns. 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. . Stress testing various market cycles. Tue, 08/02/2022 - 14:05. Institutional (US).

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Nonprofit Marketing Marketing Risk Management 52