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Arthur Zeikel’s Investing Rules

The Big Picture

It is, instead, an important individualized effort to achieve some predetermined financial goal by balancing ones risk-tolerance level with the desire to enhance capital wealth. Most investors underestimate the stress of a high-risk portfolio on the way down. Asset allocation determines the rate of return.

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Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Brown Advisory

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

Stocks and bonds differ in many aspects, including the risk and return investors can expect. Because of these differences, stocks and bonds accomplish different things in an asset allocation. The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals.

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Five Things to do During a Stock Market Correction

The Chicago Financial Planner

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt. Focus on risk.

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%. Asset allocation Generally, dividend stocks tend to be older, more mature companies. However, it’s essential not to let dividends drive your entire asset allocation strategy.

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Investing for Retirement: Strategies for Long-Term Success

Yardley Wealth Management

Consider Your Risk Tolerance Knowing your risk tolerance is crucial when designing your retirement investment strategy. Risk tolerance refers to your ability and willingness to endure changes in your investment value. Stay Informed and Educated Successful retirement investing requires staying informed.

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What Issues Should I Consider When Reviewing My Investments?

Tobias Financial

This is a publication of Tobias Financial Advisors.The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only. Download it here.