Nerd's Eye View

OCTOBER 15, 2024

In this episode, we talk in-depth about Mark's approach to implementing Liability-Driven Investing, or LDI, which involves understanding a client's year-by-year retirement spending needs and then creating an asset allocation designed to generate sufficient income to meet these specific spending liabilities as they come due, how leveraging an LDI approach (..)

Retirement 130

Retirement Portfolio Management Investing 130

MarketWatch

MAY 31, 2023

Great-West will also provide an initial asset allocation of $25 billion to Franklin Templeton’s specialist investment managers. Founded in 1937, Putnam Investments currently manages about $136 billion in assets. As part of the deal, Great-West will become a long-term strategic shareholder in Franklin Resources with a 6.2%

Investments 75

Investments Investing Asset Allocation Assets 75

Discipline Funds

OCTOBER 18, 2024

So, if you establish the right process and framework for asset allocation you should be able to compartmentalize your assets so they’re specifically structured and insulated from behavioral biases, but still in accordance with your financial plan. Infinite or indefinite: Insurance planning.

Financial Planning 105

Financial Planning Asset Allocation Assets Insurance 105

Alpha Architect

AUGUST 19, 2022

Relative sentiment is an indicator that measures the positions, flows, and attitudes of institutional investors compared to those of individual investors–where institutions typically consist of large asset managers, insurance companies, pension funds, and endowments.

Insurance 119

Insurance Assets Management Asset Allocation 119

Discipline Funds

JUNE 6, 2023

But at the end of the day asset allocation is about expected future probabilities and it’s worth noting that the current mix of macroeconomic and financial currents is consistent with elevated risks in the stock market.

Economy 105

Economy Asset Allocation Valuation Communication 105

Discipline Funds

FEBRUARY 21, 2023

Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. This means the portfolio manager plugs in a certain risk profile and then spits out an “efficient” asset allocation such as a 60/40 stock/bond portfolio.

Asset Allocation 52

Asset Allocation Investments Investing Portfolio Management 52

Truemind Capital

JULY 8, 2024

Here are some of the most famous ones: PPF, ELSS MF, Sukanya Samriddhi, 5-Year FD, NPS, Insurance-Linked Schemes, Pension Schemes Refer to the below table to compare these options on parameters such as expected returns, risk, lock-in, taxation on returns, ideal investment horizon and the options we would like you to stay away from.

Taxes 65

Taxes Asset Allocation Tax Planning Financial Planning 65

WiserAdvisor

APRIL 25, 2023

Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. Click to compare vetted advisors now.

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

Talon Wealth

OCTOBER 26, 2023

An annuity is a contract between you and an insurance company that provides guaranteed income payments immediately or at some point in the future (depending on the type of annuity). If you don’t know the basics of investing – like asset allocation, diversification, and compounding – then a quick web search can help.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

WiserAdvisor

FEBRUARY 29, 2024

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. The value of rebalancing extends beyond just maintaining asset allocation.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. The personnel finance course for beginners is an on-demand video-based online course divided into 9 sections.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Random Roger's Retirement Planning

AUGUST 18, 2022

I've talked about my asset allocation before being overwhelmingly in cash or cash proxies, about 25% in "normal" equity investments, my exposure to crypto these days might be 2-3% up from 1/2 of a percent from when I bought Bitcoin in late 2018 but down from 6-7% when Bitcoin was higher.

Retirement Planning 92

Retirement Planning Retirement Planning Asset Allocation 92

Truemind Capital

JANUARY 24, 2024

By creating your own asset allocation, you can select the best-performing equity fund management team and best-performing debt fund management team from different mutual fund companies which increases your overall returns. The known wisdom has been that you should never mix investment with insurance.

Asset Allocation 52

Asset Allocation Fee Only Assets Taxes 52

Carson Wealth

DECEMBER 1, 2022

Purchase adequate insurance policies on your car, renters or homeowners insurance and consider life insurance if family members depend on you. Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals.

Retirement Planning 73

Retirement Planning Risk Tolerance Retirement Budgeting 73

International College of Financial Planning

JULY 30, 2022

The key to building wealth is diversification and asset allocation. As investing experts, CFP professionals use their knowledge of diversification and asset allocation to help their clients create wealth through sound investing practices. It includes the importance of having a well-diversified portfolio.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Clever Girl Finance

DECEMBER 13, 2023

Keep an eye on asset allocation Not all investments are created equally. Make sure you have the right insurance As you prepare for retirement, it’s important to confirm you have the right insurance policies in effect. For example, as you age, you might consider buying long-term care insurance.

Retirement 94

Retirement Accounting Taxes Insurance 94

Darrow Wealth Management

MAY 22, 2023

But before proclaiming cash is king and parking your money in an FDIC insured bank account, consider your time frame and how you plan to use the money. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish.

Investments 105

Investments Investing Accounting Wealth Management 105

Truemind Capital

AUGUST 12, 2023

Gold usually moves in the opposite direction to equity and acts as insurance against global uncertainties. The role of a good advisor is to help you understand your risk appetite, and the risk in your investment portfolio and design a suitable asset allocation that matches your risk profile.

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

Park Place Financial

MARCH 14, 2022

When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments. Individuals may also readjust their portfolios if their risk level changes and they need to develop a new asset allocation strategy. About Rebalancing Investments.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

eMoney Advisor

DECEMBER 27, 2022

Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks. Beyond that, it’s helping clients with peace of mind by protecting their plans with insurance and risk management, so that clients feel more control in their lives. The race to zero is already well underway.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

Random Roger's Retirement Planning

JUNE 29, 2024

The cost of health insurance was a big concern for one of the advisors. That could change in the future of course but a couple making $80,000-90,000 is going to pay very little for insurance. This really is about having the right asset allocation. One advisor said don't own target date funds.

Retirement 74

Retirement Taxes Accounting Asset Allocation 74

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Insurance products are offered through LPL or its licensed affiliates. Core vs Core Plus Bond Implementation.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Discipline Funds

DECEMBER 28, 2022

Section 3 – Understanding Proper Portfolio Construction Understanding the Total Portfolio Approach Understanding Countercyclical Indexing Why Indexing is the Future of Investing The Myth of Passive Investing The Alpha Paradox What is Behavioral Alpha?

Investments 52

Investments Investing Asset Allocation Portfolio 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Truemind Capital

APRIL 21, 2023

One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks. This approach has delivered outperforming results for our clients over the last 1.5 For the last 1.5 For the last 1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Truemind Capital

NOVEMBER 29, 2020

In India, foreign institutional investors have been franticly buying into equities whereas domestic institutional investors like mutual funds, insurance, etc. A sample tactical allocation for a moderate risk profile investor can be something like this: The above image is for illustration purpose only.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

WiserAdvisor

APRIL 16, 2025

You need help with asset allocation and rebalancing Asset allocation refers to distributing your investment capital among different asset classes, keeping in mind your risk and return preferences. The right allocation helps ensure that your portfolio is balanced and diversified.

Financial Advisor 40

Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. TradeWinds, LLC www.tradewinds.global Avg account size: $270k Services: We offer digital assets for people who are interested and may already hold on their own. Note: Ryan holds both insurance and FINRA licenses.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Insurance products are offered through LPL or its licensed affiliates.

Assets 52

Assets Marketing Marketing Asset Allocation 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

WiserAdvisor

DECEMBER 15, 2023

The financial advisor can conduct a meticulous assessment of the projected financial needs of the child and factor in considerations like medical expenses, specialized care, inflation, insurance premiums, and ongoing support. A financial advisor can actively monitor your investments.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Random Roger's Retirement Planning

DECEMBER 4, 2023

She will need health insurance of course and she can get an HSA eligible plan if it still makes economic sense and keep contributing to the HSA account. The way things are now, no expectation this will change, once you go on Medicare you can't contribute to an HSA anymore. The thing that clicked is that I am six years older than my wife.

Retirement 75

Retirement Asset Allocation Planning Accounting 75

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Insurance products are offered through LPL or its licensed affiliates. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

CFP 52

CFP Financial Planning Planning Certification 52

James Hendries

NOVEMBER 3, 2022

Asset allocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates. 11/23) Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed Not Bank/Credit Union Deposits or Obligations | May Lose Value.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Zoe Financial

MAY 18, 2023

They can help you analyze your current investments, optimize your asset allocation, and make necessary adjustments to ensure your retirement nest egg grows steadily. How do I set up life and disability insurance, write or adjust my will, or adjust my budget now that I have a newborn?

Financial Advisor 75

Financial Advisor Retirement Budgeting Wealth Accumulation 75