WiserAdvisor

MARCH 19, 2024

It has also outperformed many traditional asset classes, such as stocks and bonds. Its non-correlated nature with financial markets makes it an effective diversification tool for high-net-worth investment portfolios, as it reduces overall portfolio risk and enhances long-term returns.

Investing 59

Investing Investments Financial Advisor Taxes 59

Investing Caffeine

MAY 3, 2023

Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation? This concept highlights the importance of rebalancing your portfolio as you get closer to retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

JANUARY 2, 2024

You may have witnessed some fireworks on New Year’s Eve, but those weren’t the only fireworks exploding. The last two months of 2023 finished with a bang! More specifically, over this short period, the S&P 500 index skyrocketed +13.7%, NASDAQ +16.8%, and the Dow Jones Industrial Average +14.0%.

Economy 98

Economy CFP Economics Accounting 98

Investing Caffeine

JANUARY 23, 2024

We will delve into a comprehensive market update. Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. Register now!

Marketing 52

Marketing Marketing Asset Allocation Banking 52

Investing Caffeine

JANUARY 19, 2024

Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored.

Management 52

Management Investing Investments Marketing 52

Investing Caffeine

OCTOBER 2, 2023

Consumer wallets and balance sheets remain flush with cash as employment remains near record-high levels. Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. More specifically, as you can see in the chart below, the net worth of U.S. households has reached a record $154.3

Economics 52

Economics Economy CFP Government 52

WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Financial advisors are an integral component of financial planning.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. It’s impossible to put together a sound financial plan without predicting what future inflation might look like.

Assets 83

Assets Asset Allocation Financial Planning Economy 83

Investing Caffeine

MAY 2, 2022

Last month was certainly painful for stock market investors. L ong-term success is rarely achieved without some suffering. In other words, you are unlikely to enjoy gains without some pain. recession, the S&P 500 index declined -8.8%

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. With volatility on the rise, getting caught up in the emotions of the headlines can be challenging for some investors.

Economy 59

Economy Economics Valuation Investing 59

Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), or downturn in the financial markets that could occur at any time is just common sense. Plans that don’t bend, break. Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Investing Caffeine

MARCH 1, 2022

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January.

Math 52

Math Assets Investing Investments 52

WiserAdvisor

JANUARY 23, 2024

It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. Instead, it is a strategic approach to maintaining your overall asset allocation and rebalancing goals while taking advantage of tax benefits. Effective communication extends beyond face-to-face meetings.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. And I had a professor give me a little sort of hint. It wasn’t the case.

Investing 140

Investing Investments Marketing Marketing 140

Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. If Iran, or Iran-backed militant group Hezbollah, throws their hat into the Israel-Hamas war ring, the U.S.

Marketing 52

Marketing Marketing Economics Accounting 52

Darrow Wealth Management

MAY 29, 2024

Here are some: Whether the incumbent president running for reelection Economic/geopolitical climate and expectations How close (and unpredictable) the election is Key issues of candidate and perceived threat to the stock market (e.g. All were a result of major geopolitical or financial market events versus the election itself.

Marketing 99

Marketing Marketing Asset Allocation Investing 99

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Sure, we have no shortage of problems or challenges, but where else are you going to put your life savings?

Government 52

Government CFP Investing Investments 52