ClearMoney

FEBRUARY 22, 2022

The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. As a thoughtful financial advisor once observed, “A portfolio is like a bar of soap.

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International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

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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.

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WiserAdvisor

MARCH 22, 2023

One of these options is a Roth 401(k) plan, which allows employees to contribute after-tax dollars toward their retirement savings. The primary difference between a traditional and Roth 401(k) is how they are taxed. However, you will have to pay income tax on the funds when you withdraw them in retirement.

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The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. And actually Ben Inker is the head of our asset allocation group. Really fascinating guy.

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ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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WiserAdvisor

APRIL 25, 2023

We make it easy by matching you to vetted advisors that meet your unique needs. Matched advisors are all registered with FINRA/SEC. Click to compare vetted advisors now. Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages.

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Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. You can also get information on your performance and asset allocation. They use several tactics as part of tax optimization.

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WiserAdvisor

DECEMBER 29, 2022

Further, it helps to avoid concentrating all your money on investments that provide a return that is not at par with inflation, such as bank accounts, money market accounts, etc. Capital appreciation is one of the primary objectives of investing. Investing increases your money’s value by offering you returns over time.

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Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. TAX LOSS HARVESTING: WHAT IS IT? Assets should not be sold solely for tax reasons.

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Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. TAX LOSS HARVESTING: WHAT IS IT? TAX LOSS HARVESTING: KEY TAKEAWAYS. TAX LOSS HARVESTING 101.

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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.

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Portfolio Asset Allocation Taxes Investment Advisor 52

Discipline Funds

DECEMBER 20, 2023

Calculate your 2023 after tax income and expected after tax 2024 income. Asset Allocation and Goals. We are big advocates of time based asset allocation. Most people just build a big messy homogeneous basket of assets (don’t worry, we did that too and everyone on Wall St is trained to do it).

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The Big Picture

JULY 11, 2023

Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. I could do my own taxes.

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ClearMoney

JANUARY 4, 2022

Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns. Please read the prospectus before investing.

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. If sold prior to maturity, capital gains tax could apply.

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Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Interest income may be subject to the alternative minimum tax.

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Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

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Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

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Investing Investments Assets Portfolio 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6% Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6% Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

James Hendries

JULY 6, 2022

To be sure, the Biden administration, while focused squarely on its policy of transitioning the economy towards a non-fossil fuel environment, has been trying to alleviate the burden of rising gasoline and diesel prices by trying to introduce a federal gasoline tax holiday. The breakdown in savings comes from the 18.4 IMPORTANT DISCLOSURES.

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James Hendries

NOVEMBER 8, 2022

This would take any meaningful risk of tax increases on households or businesses off the table. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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