Carson Wealth

JULY 16, 2025

Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. Ready to make sense of confusing investment terms and use them to your advantage?

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Nerd's Eye View

JUNE 24, 2025

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Tax Planning Financial Advisor Asset Allocation Clients 130

Carson Wealth

JULY 8, 2025

It can be designed to accentuate your best features, made in a color and style that will both please you and be appropriate for the occasion in which it will be worn. The same is true of investment portfolios. The use of advanced investment strategies. One basic and popular strategy for building a portfolio is the 60/40 model.

Portfolio 52

Portfolio Investing Investments Asset Allocation 52

WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. What is self-investing, and what are its pros and cons?

Financial Advisor 59

Financial Advisor Investing Investments Asset Allocation 59

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management. Read More.

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Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

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Retirement Asset Allocation Taxes Portfolio 85

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

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Government Asset Allocation Wealth Management Assets 283

Wealth Management

JULY 2, 2025

An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. Let’s say your planning tool doesn’t integrate with your CRM. No problem.

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Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Bonds, however, are more stable investments that provide income, but have much less upside. The growth of $10,000 over 27 years varies significantly depending on the investment. Taxes, fees, expenses, trading costs, etc.

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Risk Tolerance Asset Allocation Assets Portfolio 78

Abnormal Returns

FEBRUARY 26, 2025

podcasts.apple.com) Investing Targeted apathy as an investment philosophy. tonyisola.com) Age is just one factor when it comes to your asset allocation. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio.

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Asset Allocation Retirement Financial Planning Accounting 162

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. You can also further diversify within an asset class. What Is Market Volatility?

Investing 52

Investing Investments Marketing Marketing 52

Validea

NOVEMBER 9, 2024

In a recent episode of the Excess Returns podcast, investment manager and researcher Meb Faber shared several thought-provoking insights about investing and wealth building. The key insight is that while dividend investing isn’t necessarily wrong, there may be more optimal approaches available.

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Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.

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Wealth Management Clients Management Estate Planning 182

MainStreet Financial Planning

MARCH 12, 2025

This ensures you wont need to sell investments when markets are down, protecting your long-term financial plan and providing peace of mind during turbulent times. Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive.

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Economics Asset Allocation Financial Planning Taxes 92

The Big Picture

JULY 4, 2025

The Bulwark ) Be sure to check out our Masters in Business next week with Kate Moore , Chief Investment Officer of Citi Wealth ; responsible for overseeing investments, portfolio strategy and asset allocation for the trillion dollars Citi Wealth manages.

Asset Allocation 144

Asset Allocation Wealth Management Insurance Media 144

Truemind Capital

NOVEMBER 8, 2024

The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term. Originally posted on LinkedIn : www.linkedin.com/sumitduseja Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

Alpha Architect

JUNE 17, 2025

Modern Portfolio Theory (MPT) has long served as a foundational framework for asset allocation and portfolio construction. This concept remains influential in both academic finance and practical investment management.

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Portfolio Asset Allocation Assets Management 54

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. What to Do Instead: Follow the 50-30-20 rule: Spend 50% on essentials (rent, groceries), 30% on fun (yes, that includes your Zomato orders), and 20% on savings/investments. Gen Z is rewriting the rules of personal finance.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Yardley Wealth Management

JUNE 11, 2025

The post The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton appeared first on Yardley Wealth Management, LLC. So, while pullbacks can be unsettling in the short term, history suggests that staying invested and maintaining a long-term perspective can be beneficial. percent to +13.2

Investing 52

Investing Investments Portfolio Wealth Management 52

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

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Retirement Risk Tolerance Investing Investments 40

Random Roger's Retirement Planning

MARCH 20, 2025

The asset allocation was 10% to hedges, 30% to T-bills for asymmetry but that seems more like optionality to me, 9% to edges which included one broad stock picking ETF, a derivative income fund and a short volatility product. None of them were hideously wrong out of the blocks but it's too soon to declare victory with them.

Investing 59

Investing Investments Portfolio Asset Allocation 59

International College of Financial Planning

JULY 9, 2025

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

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Yardley Wealth Management

AUGUST 20, 2024

Understanding Market Volatility: Before diving into strategies for staying disciplined, it’s essential to understand what market volatility is and how it can impact your investments. It’s important to recognize that market volatility is a natural part of investing and not necessarily a cause for alarm.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Trade Brains

JUNE 6, 2025

They have the flexibility to respond to market conditions with their approach to allocation, balancing risk and reward. Diversification: Diversifies investments across different market capitalizations. Flexibility: Managers can make changes in allocations with market conditions. Why Opt for Multicap Funds?

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Truemind Capital

APRIL 4, 2025

Even in India, many firms use algorithms to suggest investment options and portfolio allocation. Originally posted on LinkedIn : www.linkedin.com/sumitduseja Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform. appeared first on Investment Blog.

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Wealth Management Management Asset Allocation Investing 59

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

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Investing Investments Valuation Advertising 78

Yardley Wealth Management

FEBRUARY 18, 2025

In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies. Wealth preservation – Protects assets while allowing for strategic investments and philanthropy. Tier 2: Allocates funds to retirement accounts and family support.

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Wealth Management Management Estate Planning Distribution 52

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk.

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Management Taxes Estate Planning Asset Allocation 83

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

Yardley Wealth Management

DECEMBER 17, 2024

Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns. Investment Strategy Refinement The investment landscape continues to evolve, and your portfolio should reflect both current market conditions and your long-term objectives.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

The Big Picture

JULY 5, 2025

Split in Two : Offering creditors a deal that would leave them with billions less than they were owed, despite the notes having an investment-grade rating. Previously, she was Head of Thematic Strategy and PM for the Global Allocation Fund at BlackRock. was able to split itself into two companies, despite its massive debt load.

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Asset Allocation Wealth Management Investing Investments 157

Tobias Financial

NOVEMBER 4, 2024

But should elections influence long-term investment decisions? But shareholders are investing in companies, not a political party. Making investment decisions based on the outcome of elections, or how investors think they might unfold, is unlikely to result in reliable excess returns.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

The Big Picture

JULY 16, 2025

After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. She’s published numerous books on money investing and retirement. Asset allocation has called this the thorniest problem in all of finance. Why is figuring out.

Retirement 130

Retirement Retirement Planning Portfolio Planning 130

A Wealth of Common Sense

JULY 4, 2025

A reader asks: I recently sold my condo for $400k and want to invest the money in the stock market. Should I invest elsewhere or wait for a market correction? However, it appears the market is at an all time high. Excellent question. Let’s start with the math first and then work our way to the psychological ramifications.

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Investing Investments Math Marketing 86

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets.

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Investing Investments Consulting Insurance 144

Truemind Capital

NOVEMBER 8, 2024

The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term. Originally posted on LinkedIn : www.linkedin.com/sumitduseja Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Trade Brains

JULY 16, 2025

is a diversified financial services company offering a wide range of solutions including online broking, mutual funds, ETFs, commodities, derivatives, financial planning, and asset allocation. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

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Financial Services Asset Allocation Portfolio Management Financial Planning 52