Abnormal Returns

MAY 23, 2023

Gold Gold is not portfolio insurance. 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.

Asset Allocation 144

Asset Allocation Insurance Economics Assets 144

Abnormal Returns

SEPTEMBER 26, 2023

Alternatives Private market access funds are all the rage. morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough.

Asset Allocation 241

Asset Allocation Financial Advising Assets Media 241

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. wsj.com) The economic schedule for the coming week.

Asset Allocation 200

Asset Allocation Financial Advising Startup Economy 200

Darrow Wealth Management

MAY 29, 2024

How will the stock market react if the incumbent (President Biden) wins? What will markets do if the current Democratic administration is replaced by a Republican one? How does the stock market perform when Republicans or Democrats have control of Congress vs when it’s mixed? As the next U.S.

Marketing 98

Marketing Marketing Asset Allocation Investing 98

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. It is also essential to recheck your allocation from time to time. Rebalancing is a critical step that can help you optimize your portfolio’s performance.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Dear Mr. Market

OCTOBER 11, 2022

Dear Mr. Market: Simple allocation ? In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. 25% Cash (economic recession). 25% Cash (economic recession). 25% Gold (inflation).

Portfolio 59

Portfolio Assets Economics Marketing 59

Dear Mr. Market

AUGUST 5, 2022

Dear Mr. Market: Dividends! You’re a complex yet simple character, Mr. Market! but what they don’t realize is how powerful dividends are and how they make up a major portion of cumulative returns in the market. stock market’s return since 1930. Journalists write about you daily.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

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

WiserAdvisor

SEPTEMBER 8, 2022

This way, you can absorb the short-term market fluctuations and eventually exit with high returns. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In fact, it can be good for your portfolio.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 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

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

James Hendries

JULY 13, 2022

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 S&P 500 Index entered a bear market in June, falling more than 20% from its January 3 high. After an 8.4% Treasury yield hit a decade high 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

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. Permanent Portfolio – Grade: C.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 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

DECEMBER 12, 2022

The Dow, up more than 20% from its September 30 low, to mark a new bull market, has lost just 2.9% Market participants will be looking for more evidence of waning inflation and seasonal tailwinds to help stocks finish 2023 on a positive note. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

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

James Hendries

NOVEMBER 15, 2022

The market’s expectation that the Fed may need to take rates higher and stay there longer than previously anticipated helped pushed Treasury yields higher. 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

Portfolio 52

Portfolio Taxes Government Investment 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

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Any economic forecasts set forth may not develop as predicted and are subject to change. Value investments can perform differently from the market as a whole and can remain undervalued by the market for long periods of time.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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

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

WiserAdvisor

JUNE 22, 2023

However, engaging in open and insightful conversations with your financial advisor is important to ensure you understand your portfolio well and can make informed decisions. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

Financial Advisor 52

Financial Advisor Portfolio Investing Investments 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 76

Asset Allocation Economy Financial Market Assets 76

James Hendries

SEPTEMBER 8, 2022

Key changes from August report: Downgrading emerging market (EM) equities view from neutral to negative. Recession fears continue to linger as markets adjust to a Fed that may keep rates higher for longer. The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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. And boy was his model useful.

Asset Allocation 52

Asset Allocation Financial Planner Portfolio Portfolio Management 52

James Hendries

JUNE 20, 2023

During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained. That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JUNE 26, 2023

We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. A look at the charts suggests this market may be due for a pause. Bull markets are not linear. After such a strong rally off the October lows, this young bull probably needs a breather.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

International College of Financial Planning

JULY 31, 2023

Emotional decisions driven by fear or greed during market volatility can lead to impulsive actions, resulting in missed opportunities or steep losses. The value of their expertise lies in their ability to analyze market trends, assess risk, and create diversified portfolios that align with individual objectives.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 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).

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

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? What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

Marketing 52

Marketing Marketing Asset Allocation Clients 52

Dear Mr. Market

MAY 27, 2022

Dear Mr. Market: Simple title. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.

Marketing 52

Marketing Marketing Asset Allocation Assets 52

Darrow Wealth Management

MARCH 28, 2022

Before discussing ways to prepare for a recession or market downturn, it’s imperative to clarify an important point. Trying to anticipate and subsequently prepare for the next market correction/recession/etc. or downturn in the financial markets that could occur at any time is just common sense. Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

WiserAdvisor

DECEMBER 15, 2023

It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant. They break down complex concepts and equip you with the knowledge needed to invest in financial markets. By rebalancing your portfolio Portfolio rebalancing helps you manage risk and optimize returns.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

WiserAdvisor

MARCH 19, 2024

Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. It can also lead to financial losses.

Investing 59

Investing Investments Financial Advisor Taxes 59