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.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. Housing includes indicators such as building permits and new home sales. Additionally, the drag from financial conditions is beginning to ease as the Fed gets closer to the end of rate hikes. The recovery in housing is notable.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Investing Caffeine

OCTOBER 2, 2023

Yes, it’s true, despite a dramatic surge in mortgage rates over the last few years, the housing market remains strong due to a very tight supply of homes available for sale. Rates Up, Housing Prices Up? is not that appealing. Under this scenario, you are likely to stay put and not sell your home.

Economics 52

Economics Economy CFP Government 52

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.

Valuation 52

Valuation Economy Banking Economics 52

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 45

Investing Investments Financial Advisor Taxes 45

Brown Advisory

NOVEMBER 12, 2019

THE “JAPANIFICATION” QUESTION Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. financial markets, to be a global leader for more than a century. over the past decade.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. financial markets, to be a global leader for more than a century. PORTFOLIO IMPLICATIONS. economy, and by extension U.S.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

MARCH 30, 2020

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.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

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.” These dynamics have dramatically shifted the liquidity landscape across financial markets. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Gifts or sales of family business interests. Midyear Planning Tools for 2016.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

AUGUST 20, 2024

And so that then led to the sale of that business in the late 1990s to Credit Suisse. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value.

Assets 167

Assets Management Portfolio Taxes 167

Truemind Capital

JANUARY 17, 2025

Overall, we maintain our underweight position to equity (check the asset allocation below) on the back of pricey markets- the current PE ratio of 22.7x Despite a 4% decline in sales volume and slower approvals for new projects, which constrained housing supply, the overall sales value rose by 16%.

Financial Market 59

Financial Market Marketing Marketing Asset Allocation 59

The Big Picture

MAY 21, 2024

With 83% of the s and p 500 reporting earnings sales are roughly in line. But the areas that I worry about are that, is that bottomless pit of, you know, unmarked assets that have doubled or quadrupled in size in asset allocation. I don’t read 01:12:06 [Speaker Changed] A lot that has to do with financial markets.

Numbers 144

Numbers Banking Management Marketing 144

The Big Picture

JANUARY 31, 2023

And so one of the things that Ethan gave me a lot of latitude to do was just kind of service the equity sales force at Merrill Lynch, because a lot of his focus was really, I think, more on the fixed income side, more on the Fed. And it makes a very good marketing tool. And whenever you have that, it makes a very good morning call.

Economics 144

Economics Economy Marketing Marketing 144