Carson Wealth

MARCH 7, 2024

Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. Let’s look at a few of the starting points today for a healthy retirement savings portfolio. The money you invest now will become your “paycheck” in retirement. Again, I wish I had that crystal ball!

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The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. 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. Focus on risk. Look for bargains.

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Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations.

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International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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Darrow Wealth Management

JUNE 27, 2022

Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. only portfolio includes the S&P 500 and Bloomberg Barclays U.S.

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Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

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WiserAdvisor

MARCH 30, 2023

With the several investment strategies available to us, choosing one that suits your unique investment objectives can be confusing. A goal-based investing approach is one such strategy. Consider consulting with a professional financial advisor who can help you understand whether a goal-based investing approach is right for you.

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WiserAdvisor

FEBRUARY 29, 2024

With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

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Fortune Financial

SEPTEMBER 29, 2022

Another common misconception is that people believe they must select the investments that generate the highest returns to build retirement funds. . The same philosophy applies to investing in your retirement account as early as possible. Calculating After-Tax Rate of Investment Returns. What is your retirement age goal?

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WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant.

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MainStreet Financial Planning

DECEMBER 20, 2023

If your emergency fund falls short of the target prioritize contributing consistently to ensure you have a safety net for unexpected expenses or job loss Review your investments – Increase your retirement contributions– the new limits increased to $23k/year for elective deferral plans and $7k/year for Roth and Traditional IRAs.

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Nationwide Financial

DECEMBER 7, 2022

A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Many near-retirees see their highest portfolio values just before retirement. Different cycles of growth and inflation over time tend to favor other asset classes.

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Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area. Asset Allocation.

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. How does one create an investment masterpiece? You can think of these investment costs as a leaky faucet. The same principle applies to investment fees/costs. I think not.

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The Chicago Financial Planner

NOVEMBER 8, 2021

However, some of the folks who experienced losses well in excess of the market averages were victims of their own over-allocation to stocks. This is the time to review your portfolio allocation and rebalance if needed. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk.

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Nationwide Financial

MARCH 24, 2023

One popular option for college savings is a 529 plan , a tax-advantaged investment account designed specifically for education savings which can be used for qualified education expenses. Volatility can highlight the importance of working with your clients to understand their own risk tolerance.

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Good Financial Cents

MAY 1, 2023

The custodians are responsible for maintaining the accounts, processing contributions and withdrawals, and providing investment options. Investment Options: Contributory IRA offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

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WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Adapt your approach Late starters should consider a strategic shift in their asset allocation.

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Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.

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MainStreet Financial Planning

MARCH 2, 2023

Last fall I fulfilled one of my bucket list items and became an Adjunct Professor at Golden Gate University teaching the Personal Investment Management course. But while this is a must read for people in the financial industry, it is an excellent introduction for anyone who just wants to understand more about investing their own portfolio.

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Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.

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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., to generate optimal returns on their investments. However, what is equally critical when it comes to creating a portfolio is asset allocation and selection.

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WiserAdvisor

JANUARY 31, 2023

Long-term investment strategies are essential because they provide a less stressful way for individuals to achieve their financial goals. These strategies involve investing money in assets for a minimum of five years and more. Compound interest is the interest earned on both the initial investment and any accumulated interest.

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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. It aims to mitigate risk while capturing growth opportunities​​​​.

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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. When portfolio values fall, that loss can cause intense feelings that could lead to irrational decisions. People have strong reactions to any loss.

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Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. Invest in Yourself and Your Human Capital. Plus, investing in yourself early sets you up for higher lifetime earnings and the potential for building greater lifetime wealth. The earlier you invest in yourself, the earlier you will begin building additional wealth.

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WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. This can help you establish a strong foundation and craft your investment strategy.

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WiserAdvisor

SEPTEMBER 27, 2023

This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. Moreover, since you postpone paying taxes on contributions and earnings until retirement, your investments get to grow more quickly. The 401(k) retirement plan is one of the most powerful tools.

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Investing Caffeine

MAY 3, 2023

Rather than constantly scrolling through headlines on your mobile phone news app, here are some areas of focus and questions you should be asking yourself: · Investment Strategy: What type of investment strategy should you be utilizing to reach your retirement goals? Diversification: How diversified are your investments?

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Harness Wealth

JUNE 1, 2023

In this article, we’ll break down the impacts that professional financial planning can have on investment performance, and help you understand how to determine if working with a financial advisor is right for you. Yet, some individuals might be skeptical about the cost of these services. Here, we focus on two such studies.

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Clever Girl Finance

AUGUST 22, 2022

By paying off your debt, you’re investing in yourself and freeing up future income to put towards wealth accumulation. You can do this through investing. While investing in the stock market is the most well-known form of investing, there are other ways to accumulate assets. Create an emergency fund.

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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. However, some investments may help in this scenario. TIPS are a type of U.S.

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WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. This article will explore how often to rebalance your 401(k).

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International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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Brown Advisory

SEPTEMBER 29, 2020

Because the CGA is a contract, and not an investment vehicle, nonprofits have flexibility in how they plan to fulfill their contractual CGA payment obligations over the long term. The ACGA’s calculated return assumption as of July 1st, 2020 is 2.75% net of administrative and investment fees. Treasury bonds), and 5% cash.

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Brown Advisory

SEPTEMBER 29, 2020

Because the CGA is a contract, and not an investment vehicle, nonprofits have flexibility in how they plan to fulfill their contractual CGA payment obligations over the long term. The ACGA’s calculated return assumption as of July 1st, 2020 is 2.75% net of administrative and investment fees. CHOOSING THE RIGHT INVESTMENT APPROACH.

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