Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? P/E calculations presented use FY2 earnings estimates; FY1 estimates refer to the next unreported fiscal year, and FY2 estimates refer to the fiscal year following FY1.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. P/E calculations presented use FY2 earnings estimates; FY1 estimates refer to the next unreported fiscal year, and FY2 estimates refer to the fiscal year following FY1. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

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Random Roger's Retirement Planning

FEBRUARY 14, 2025

We talk about several different structures that can potentially replace 60/40 as Slok is referring to it. Based on the following excerpt; I built out the following leveraged allocation, taking some liberty with shortening the duration quite a bit.

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Investment Writing

MAY 7, 2024

I believe he was referring to this study: “ Race influences professional investors’ financial judgments ,” which he coauthored. Here’s an excerpt from the summary: Asset allocators favored the White-led, racially homogenous team when credentials were stronger, but the Black-led, racially diverse team when credentials were weaker.

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WiserAdvisor

APRIL 25, 2023

Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. Click to compare vetted advisors now.

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Random Roger's Retirement Planning

SEPTEMBER 2, 2022

There was also a reference to the term on an episode of The Simpsons. I envision a scenario of spending down to zero the taxable account, save for an emergency fund, letting qualified assets grow and then adding in Social Security closer to 70, or later if they ever lift the age cap from 70.

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Truemind Capital

JULY 8, 2024

Here are some of the most famous ones: PPF, ELSS MF, Sukanya Samriddhi, 5-Year FD, NPS, Insurance-Linked Schemes, Pension Schemes Refer to the below table to compare these options on parameters such as expected returns, risk, lock-in, taxation on returns, ideal investment horizon and the options we would like you to stay away from.

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

He was referring to one of the mutual funds managed by John Hussman. Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation.

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Random Roger's Retirement Planning

OCTOBER 10, 2022

David Faber from CNBC referred to some investors as Iomegans for the staunch devotion to the stock. For all the grammarians out there, I refer to managed futures in the singular because it is a single strategy. Adam is part of the team that manages the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX).

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Truemind Capital

JUNE 30, 2022

This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. Below is the sample asset allocation plan for a moderate risk profile investor for reference: For more detailed reading about the dynamic asset allocation strategy, click the link here.

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Discipline Funds

JULY 25, 2023

I specifically refer to people’s “investment” portfolios as their “savings” portfolios because the financial markets are not where we make real investments. 1 The financial markets are where we allocate our savings. 4) Don’t chase the panic and euphoria.

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WiserAdvisor

SEPTEMBER 8, 2022

Typically, risk refers to any threat or an unlikely event that can lead to failure. In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals. The portfolio is made up of different asset classes, investments, market capitalizations, etc.

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Brown Advisory

MARCH 28, 2019

Formally, this is often referred to as “capital sufficiency” planning and more informally, it is often called spend-rate planning. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

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Brown Advisory

MARCH 28, 2019

Formally, this is often referred to as “capital sufficiency” planning and more informally, it is often called spend-rate planning. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

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Random Roger's Retirement Planning

NOVEMBER 12, 2023

The idea that fund company determines the asset allocation, referred to in this context as a glide path, makes no sense to me and then factor in that fund companies uses different glide paths. I've been crapping on target date funds since they first became a thing.

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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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Darrow Wealth Management

MAY 22, 2023

It’s the reference interest rate for overnight borrowing between financial institutions like banks. So when the federal funds rate goes up, it can have an outsized impact on shorter term interest rates on assets like Treasury bills (T-bills). The current rate hike cycle illustrates this quite well, given the speed.

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Random Roger's Retirement Planning

MARCH 29, 2024

Trying to add alpha (as described, you'll see that referred to occasionally as 'portable alpha') comes down to picking the right stock or narrow ETF or getting the timing right for a crypto. The first idea for sequence of return risk, yes, the numbers will pretty much work out as far as replicating 100% with 95% invested as described.

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Harness Wealth

JANUARY 29, 2025

Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness Wealth” Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser.

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Random Roger's Retirement Planning

JANUARY 29, 2023

From Twitter on Sunday; I've been referring to bonds with duration as being sources of unreliable volatility. The chart compares the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) compared to VBAIX. A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility.

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Random Roger's Retirement Planning

NOVEMBER 11, 2022

A little less dramatic but more interesting is the idea we broached yesterday about extreme portfolio simplification becoming an appropriate asset allocation for an older retiree who is not cognitively impaired but wants to spend less time on their investments without hiring someone to help them.

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Workable Wealth

SEPTEMBER 16, 2020

Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in. Dollar-Cost Averaging.

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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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Truemind Capital

NOVEMBER 29, 2020

Amid high uncertainty of economic recovery and sky-high valuations of various asset classes, the only reliable investment strategy (after studying various strategies over the long period of time) to our mind is tactical asset allocation. Reference: [link].

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eMoney Advisor

DECEMBER 27, 2022

Accumulating wealth refers to growing investments, paying down debt, and saving for retirement. At this level, the focus shifts to growing assets for long-term success and longevity. Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks.

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Carson Wealth

DECEMBER 13, 2022

Both should be fluent in the language of stocks, bonds, mutual funds, exchange traded funds, asset allocation, dollar cost averaging and both know the differences and applications of various types of retirement accounts. What Do Financial Advisors Do? A Financial Advisor works with clients.

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Random Roger's Retirement Planning

APRIL 9, 2023

The behavior was a black swan to me, I was Taleb's turkey (Black Swan reference) in terms of expecting anything but prepared against the unpredictable. At the demographic level, people who are 50 or 60 face unexpected job loss all the time. My call with this probably wasn't that close but it could have been.

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Brown Advisory

OCTOBER 11, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. FAANG” is an acronym that refers to the stocks of Meta (formerly known as Facebook), Amazon, Apple, Netflix; and Alphabet (formerly known as Google). As always, we welcome your thoughts, feedback and questions. . MORE ON THIS TOPIC.

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Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Dear Mr. Market

AUGUST 27, 2023

Much of its delivery is on what and how you ask things and in this case here is the prompt/reply that we asked of it: Certainly!

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WiserAdvisor

DECEMBER 3, 2023

It is also referred to as time-based rebalancing or calendar rebalancing. It allows you to realign your asset allocations as your financial objectives evolve. Rebalancing also prevents portfolio drift by maintaining your preferred target allocations. Suppose your stock allocation grows to 70% of your total allocation.

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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. Diversification does not protect against market risk.

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James Hendries

OCTOBER 7, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Asset allocation does not ensure a profit or protect against a loss. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

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eMoney Advisor

MARCH 21, 2023

Loss aversion refers to having an emotional reaction to a loss rather than making a rational conclusion. Portfolio Rebalancing Depending on what has been going on in the market, you may have clients whose portfolio asset allocations are no longer in balance. You can also look at cash management and debt reduction solutions.

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James Hendries

NOVEMBER 3, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Asset allocation does not ensure a profit or protect against a loss. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

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