WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. Below are the key terms associated with asset allocation.

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WiserAdvisor

DECEMBER 15, 2023

They break down complex concepts and equip you with the knowledge needed to invest in financial markets. A financial advisor can also help you recognize and overcome inherent biases that might cloud your judgment. Engaging with a skilled financial advisor can empower you to manage your taxes proactively.

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International College of Financial Planning

JULY 31, 2023

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

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Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.”

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Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak.

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The Irrelevant Investor

MARCH 3, 2019

By Morgan Housel The smoothest life paths sometimes fail to teach us about what really brings us satisfaction day to day By Charles Duhigg You should always cherish your exceptions because markets are full of them By Ben Carlson Retirement comes down to your savings rate and asset allocation.

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Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). Debt Market Insights: Someone rightly said that the Fed has the most difficult job in the world.

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Investing Caffeine

MARCH 1, 2024

One way to maximize return is to lower costs, including lower management fees, fund fees, and transaction costs. At Sidoxia Capital Management , we have experienced this marvel on many of our investments, including our exponential gains in Amazon.com, which we first purchased in 2008 at s split-adjusted price of about $2.95

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. tax law.

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Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

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WiserAdvisor

MARCH 19, 2024

Unlike investment vehicles, such as stocks or mutual funds, real estate investments also offer greater control and flexibility over the assets. Investors can access the precious metals market through gold Exchange-Traded Funds (ETFs) or shares of gold mining companies as an alternative.

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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.

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Investing Caffeine

JANUARY 2, 2024

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

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Investing Caffeine

JANUARY 19, 2024

Wade Slome, President and Founder of Sidoxia Capital Management, recently had the pleasure of being featured on The Douglas Coleman Show hosted by Douglas Coleman.

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eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. 1 But as the market ups and downs that began back in 2020 have persisted, there are forces of human nature that can cause clients to act rashly.

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Investing Caffeine

OCTOBER 2, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

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Investing Caffeine

JULY 5, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 3, 2023). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

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Investing Caffeine

MAY 2, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

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Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission.

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Investing Caffeine

FEBRUARY 1, 2022

In the face of this scary period, the stock market (S&P 500) still managed to approximately climb a respectable +22% (albeit with some volatility). This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). Slome, CFA, CFP®.

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Investing Caffeine

MARCH 1, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

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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. Hybrid Robo-advisors are ideal for investors comfortable with technology.

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Investing Caffeine

APRIL 1, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (April 1, 2022). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

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The Big Picture

MARCH 5, 2024

He is global head of alt credit and fixed income and managing partner at magnetar. 00:04:07 Then this opportunity came up in Switzerland, so it’s a 13,000 person company and there were gonna be five people in Switzerland to manage about several hundred million dollars more in cash optimization. And then implementing the business.

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Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. By Taylor Graff, CFA, Asset Allocation Analyst.

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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. The data on active management makes that abundantly clear as 80%+ of active managers consistently fail to beat a simple index fund.

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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. Asset allocation.

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Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. Choose investment managers with solid long-term performance. Only 12% of U.S.

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The Better Letter

OCTOBER 5, 2023

However, as Mandelbrot is careful to emphasize, it is empty hubris to think that we can somehow master market volatility. When one looks closely at financial-market data, seemingly unexplained accidents routinely appear. The financial markets are inherently dangerous places to be, Mandelbrot stresses.

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The Irrelevant Investor

JULY 19, 2016

It's pretty clear that Howard Marks , chairman and co-founder of Oaktree Capital Management, has read a lot of Charlie Munger. The two headlines look superficially like explanations of what happened in the market, but a statement that can explain two contradictory outcomes explains nothing at all.

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WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

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Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. The key to managing an uncertain investment outlook is to stick to time-tested asset allocation models without any emotional decision making.

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The Big Picture

MARCH 26, 2024

And that combination of her unique perch and perspective and her deep experience, a as either a fund manager or a strategist for the past 38 years unparalleled in the world of investing. And then the avatar side that I ultimately joined, which was the institutional money management firm at Barry. It wasn’t the case.

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The Big Picture

MAY 21, 2024

I think for like the past 11 years, she manages hun literally hundreds of models and helps create just an endless amount of research and content. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. And I’ll give you an example.

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The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

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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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2023). Slome, CFA, CFP® Plan.

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