Truemind Capital

JUNE 30, 2022

The quantum of money printing jumped massively after Corona-led economic shutdowns. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. US Fed increased its balance sheet size from ~$4-4.5 trillion to ~$8-8.5 trillion in a span of just 2 years.

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Darrow Wealth Management

MAY 22, 2023

It’s the reference interest rate for overnight borrowing between financial institutions like banks. So when the federal funds rate goes up, it can have an outsized impact on shorter term interest rates on assets like Treasury bills (T-bills). The current rate hike cycle illustrates this quite well, given the speed.

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Dear Mr. Market

AUGUST 27, 2023

3) China (2nd largest economic engine of the world) is struggling and so is Europe. (4) Let’s briefly explore the potential scenarios: (1) Credit Event or Recession: In times of a credit event or economic recession, investors often seek safety, and U.S. 2) We have an inverted yield curve. TLT: TLT focuses on long-term U.S.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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WiserAdvisor

SEPTEMBER 8, 2022

Typically, risk refers to any threat or an unlikely event that can lead to failure. In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals. The portfolio is made up of different asset classes, investments, market capitalizations, etc.

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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. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal.

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Brown Advisory

MARCH 28, 2019

Formally, this is often referred to as “capital sufficiency” planning and more informally, it is often called spend-rate planning. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

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Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Formally, this is often referred to as “capital sufficiency” planning and more informally, it is often called spend-rate planning. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

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Truemind Capital

NOVEMBER 29, 2020

Whereas, the complete economic recovery is still far away and uncertain in terms of its timing and structure. Rising number of cases in Europe has been affecting the economic recovery. A sample tactical allocation for a moderate risk profile investor can be something like this: The above image is for illustration purpose only.

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Workable Wealth

SEPTEMBER 16, 2020

Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

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Investing Investments Asset Allocation Risk Tolerance 52

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

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Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

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Carson Wealth

JANUARY 2, 2024

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. Sure enough, late last year shelter inflation began to slow and the Fed began to pivot at its final policy committee meeting of the year, which concluded Dec.

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James Hendries

OCTOBER 7, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Asset allocation does not ensure a profit or protect against a loss. Past performance does not guarantee future results.

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James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

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Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

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Asset Allocation Portfolio Assets Valuation 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Marketing Marketing Asset Allocation Valuation 52

James Hendries

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

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James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Any economic forecasts set forth may not develop as predicted and are subject to change.

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Random Roger's Retirement Planning

SEPTEMBER 27, 2022

Seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation. However, the Treasury allocation includes T-bill collateral for a hefty allocation 10-yr Treasury futures, stated at 60% notional.

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Portfolio Asset Allocation Economics Assets 40

WiserAdvisor

DECEMBER 3, 2023

It is also referred to as time-based rebalancing or calendar rebalancing. It allows you to realign your asset allocations as your financial objectives evolve. Rebalancing also prevents portfolio drift by maintaining your preferred target allocations. Suppose your stock allocation grows to 70% of your total allocation.

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Truemind Capital

OCTOBER 22, 2021

The economic scenario during the 1970-80s serves as a good reference point. That resulted in temporary low unemployment and higher economic growth. Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase.

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Brown Advisory

NOVEMBER 12, 2019

This term refers to the possibility that the U.S. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Japan’s GDP had grown by an average of more than 5% per year from 1950 to 1989—a true post-War economic miracle. In the end, deflation in the U.S. was prevented.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

This term refers to the possibility that the U.S. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Japan’s GDP had grown by an average of more than 5% per year from 1950 to 1989—a true post-War economic miracle. In the end, deflation in the U.S. was prevented.

Investing 52

Investing Investments Assets Economics 52

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

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Marketing Marketing Banking Valuation 52

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Any economic forecasts set forth may not develop as predicted and are subject to change. All index data from Bloomberg.

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Marketing Marketing Valuation Economy 52

WiserAdvisor

SEPTEMBER 6, 2023

Checking your retirement account balance early on is essential to confirm that your asset allocation matches your risk tolerance and long-term goals. During market changes Significant market volatility or economic shifts may urge you to check your retirement account balance. Matched advisors are all registered with FINRA/SEC.

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ClearMoney

MARCH 1, 2022

Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing. 2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation.

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WiserAdvisor

JANUARY 27, 2023

Economic and market conditions are also likely to change over time, and investors may need to adjust their goals and strategies in response to these changes. Rebalancing refers to the process of realigning the portfolio’s asset allocation to reflect your current financial goals, risk appetite, and needs.

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James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. Conclusion.

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James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

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Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. In this context, we are not referring to the outlook for stocks over the next quarter or even the next year or two. Thus, it’s important to have a view on this key question.

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Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. In this context, we are not referring to the outlook for stocks over the next quarter or even the next year or two. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

MARCH 13, 2018

The term also refers to stock market declines of 10% or so—again, not a pleasant experience. With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. Investors Intelligence U.S.

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Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

The term also refers to stock market declines of 10% or so—again, not a pleasant experience. With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. Investors Intelligence U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. equity exposure.

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