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5 Tactics for Retirees to Navigate Economic Uncertainty

MainStreet Financial Planning

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

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Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Brown Advisory

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

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10 Monday AM Reads

The Big Picture

Interest rates are heading higher, and the economic toll from the rapid, ongoing rise in the cost of credit is only starting to unfold. New York Times ). • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N. . • Global Biodiversity: A Stable Ecosystem Yields Stable Economics : The U.N.

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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Customizing Your Investment Portfolio: The Role of Bespoke Solutions

Carson Wealth

It gives you the freedom to fine-tune and manage your level of risk and comfort, meet a variety of goals with different timelines, invest only in companies that share your ethical views, help minimize your tax liability, and pivot as your life evolves and economic conditions shift. The use of advanced investment strategies.

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Why stocks and bonds belong in a diversified portfolio Investors have different needs, risk tolerances, time horizons, and financial situations which should be considered in an asset allocation.

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Investing is the Study of Human Decision Making

The Big Picture

– “ Probabilistic assessments ” reveals recognizing lots of outcomes are possible; we need to plan for not one but many potential future results. Given the widespread adoption of behavioral economics (including three separate Nobels for Kahneman, Schiller, and Thaler) we tend to take this for granted today.

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