Asset Allocation, License and Portfolio - Financial Advisor Source

Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

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.

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Is It Time to Sell Stocks?

ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

Asset Allocation

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Myth-Busting with Momentum: How to Pursue the Premium

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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Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available. The index is quoted in USD.

Asset Allocation

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.

Asset Allocation

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Client Letter | Looking Ahead | November 2, 2022

James Hendries

NOVEMBER 3, 2022

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non diversified portfolio. Asset allocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates. Diversification does not protect against market risk.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board. To conclude.

Certified Financial Planner

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Market Review 2021: A Recovery Amid Challenges

ClearMoney

JANUARY 4, 2022

For investors worried about the impact of inflation on their portfolios, it is important to remember that US stocks since 1991 have generally provided returns that outpaced inflation. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.

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Global Portfolio Strategy | July 7, 2022

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

Portfolio Asset Allocation Taxes Investment Advisor

Global Portfolio Strategy | August 3, 2022

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. We could see a retest of 3.5%

Portfolio

Portfolio Asset Allocation Taxes Investment Advisor

Global Portfolio Strategy | November 8, 2022

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 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio

Portfolio Taxes Government Investment Advisor

Global Portfolio Strategy | October 5, 2022

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

Portfolio

Portfolio Taxes Investment Advisor Asset Allocation

Global Portfolio Strategy | September 7, 2022

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

Portfolio

Portfolio Taxes Investment Advisor Asset Allocation

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio

Portfolio Investing Investments Management

Taking Advantage of Higher Yields | Weekly Market Commentary | September 26, 2022

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.

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List of Financial Advisors for small accounts

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license.

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New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

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. All index data from FactSet.

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Marketing Marketing Asset Allocation Valuation

Microsoft’s 401(k) Retirement Plan Details

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. Looking at the Microsoft 401(k) plan as part of your overall portfolio is important.

Retirement Planning

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How Can Retirees Outpace Inflation?

Tucker Advisors

NOVEMBER 3, 2021

Let’s look at a few of the more common options people choose for their portfolios. . Equities should be a part of any portfolio, and some people go so far as fill their portfolios exclusively with equities. But for someone retired or nearing retirement, this strategy could be fatal to their portfolio. . All Equities.

Retirement

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Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

James Hendries

JUNE 20, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

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Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. MORGENSON: And so, he buys this portfolio of junk bonds. Or does that happen? MORGENSON: That does happen.

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