Asset Allocation Math Portfolio Retirement 
Random Roger's Retirement Planning
NOVEMBER 21, 2023
First up was a webinar about model portfolios at ETF.com. Outsourcing the work related to actually being an advisor would not feel right to me and I enjoy what I get to do including portfolio construction. I think that when investors hear about model portfolios they sort of think in terms of set and forget.
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. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.
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Random Roger's Retirement Planning
JULY 8, 2023
Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.
Yardley Wealth Management
JULY 20, 2022
Their retirement plan is strong, their kids are independent, and they are debt-free. They’re approaching retirement age, but it’s hard for them to imagine what exactly retirement will look like. We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable.
The Big Picture
FEBRUARY 6, 2024
If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. So I was at Harvard.
The Big Picture
SEPTEMBER 19, 2023
Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. So people really ask you, you take French and can you do math.
The Big Picture
MAY 9, 2023
So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. RITHOLTZ: Really intriguing.
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