The Big Picture

JUNE 23, 2025

You know, in the underlying market you have electronic trading of treasuries and now, and now credit. You need to get those assets allocated, you know, on a risk basis. Is that, is that a fair description? 00:21:11 [Speaker Changed] That That’s exactly right. We, we launched money market ETFs.

Portfolio 130

Portfolio Marketing Marketing Banking 130

WiserAdvisor

JUNE 11, 2025

An advisor can help you adjust your asset allocation within your 401(k). Imported goods, such as smartphones, laptops, electronics, household appliances, imported or partially imported cars, and even clothing, and certain fruits and vegetables, may become noticeably more expensive.

Budgeting 59

Budgeting Retirement Asset Allocation Accounting 59

Carson Wealth

MARCH 7, 2025

The Budget Lab at Yale University estimates larger prices increases on items like computers and electronics (+10.6%), apparel (+7.5%), autos (+6.1%), fresh produce like fruits and vegetables (+2.9%), and wood products (+2.9%). Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Economy 87

Economy Marketing Marketing Taxes 87

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Economy 59

Economy Electronics CFP Government 59

Workable Wealth

APRIL 1, 2020

What’s different is that your old provider will either mail or electronically deliver a check directly to your new plan provider, and it’s automatically deposited for you. Your new 401(k) asset allocation will be determined by your employer which means that they probably wouldn’t allow you to retain stock in your old company.

Distribution 52

Distribution Accounting Taxes Retirement 52

The Big Picture

AUGUST 20, 2024

And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. It made it much easier and much more electronic. Otherwise, why not just buy passive? Why not go with a low cost solution? In 2012, we introduced what’s called the 10 99.

Assets 167

Assets Management Portfolio Taxes 167

ClearMoney

JANUARY 4, 2022

Bitcoin and many other cryptocurrencies continued rising, prompting many investors to wonder whether this new form of electronic money deserves a place in their portfolios. Spiking inflation and the ups and downs tied to the COVID-19 pandemic weren’t the only types of volatility drawing attention in 2021.

Marketing 52

Marketing Marketing Commission Government 52