The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

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Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Outright Sales: Selling stock through market or limit orders. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. What is a concentrated stock position?

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The Chicago Financial Planner

JUNE 13, 2022

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. I don’t advocate market timing but buying a good long-term investment is even more attractive when it’s on sale so to speak. Markets will always correct at some point.

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Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life. After showing them that breakdown, I discuss the details of asset allocation. Try these three ideas from MDRT members around the world for inspiration.

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Yardley Wealth Management

FEBRUARY 18, 2025

Waterfall Wealth vs. Traditional Investment Strategies Traditional investment strategies focus on diversification, risk tolerance, and asset allocation across stocks, bonds, and real estate. Key Differences: Waterfall wealth management prioritizes financial obligations and allocates funds accordingly.

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Harness Wealth

JANUARY 29, 2025

What is the wash-sale rule? The aim is to find investments that have declined in value since purchase, making them suitable for sale. The tax treatment of this loss will depend on how long the asset has been held. Of these regulations, investors need to pay particular attention to the wash-sale rule.

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A Wealth of Common Sense

AUGUST 8, 2024

Roth IRA himself, Bill Sweet, joined me again to discuss questions about credit unions vs. banks, how the wash sale rule works, student loan forgiveness vs. tax filing status, tax implications from the sale of a rental property and index funds vs. financial advisors.

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The Big Picture

APRIL 29, 2025

We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. And often we’re part of an asset allocation and, you know, we’re, you know, we’re the alpha in the corners, if you will.

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Carson Wealth

OCTOBER 26, 2022

Step three: You match up the loss and the gain — selling one investment at a loss to offset the capital gain generated by the sale of the investment you sold at a profit. In play: the sale of Mrs. Investor’s business later in the year for a gain of $500,000. How Tax Loss Harvesting Works. XYZ is now selling at $50 a share.

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Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

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Harness Wealth

NOVEMBER 12, 2024

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale.

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Truemind Capital

JULY 19, 2024

Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile. Our tactical allocation to Chinese equities has been bearing fruits despite continued domestic demand challenges and real estate sector issues.

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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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Truemind Capital

OCTOBER 18, 2024

The assumption that asset prices will keep rising can quickly be challenged by things like escalating geopolitical tensions, a U.S. This is where our disciplined dynamic asset allocation approach will really shine, keeping us steady through any rough waters ahead. The Sep’24 ending PE Ratio of 24.8x

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James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Retail Sales Data Supports Initial Holiday Shopping Trends. over the last 20 years, pre-2020.

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Trade Brains

OCTOBER 16, 2024

It is one of the oldest with 22 years of operating in the Asset Management industry. Their funds include Active funds, Absolute Funds, Liquid Funds, Overnight Funds, Gilt Funds, Tax Plans, Large Cap, Dynamic Asset Allocation Funds, and others. It’s Sales declined by 6.89 It’s Sales up by 2.5 It’s Sales fell by 14.75

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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. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges.

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Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

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Darrow Wealth Management

MARCH 28, 2022

The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Asset allocation. Don’t wait for volatility to get your investments in order!

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Carson Wealth

DECEMBER 18, 2023

Lower mortgage rates could unlock activity in the housing market, especially for existing home sales, where activity has ground to a near halt. Additional sales of homes can lead to more consumer spending, including for household appliances, furnishings, and other household goods. Here’s why.

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Validea

OCTOBER 25, 2023

View the ETF Factor Report for the Sector ETFs XLE XLV XLP XLK XLY XLI XLC XLF XLRE XLU XLB The Sectors Gathering Assets The total assets allocated to the Technology, Energy, Health Care, and the Financial sectors collectively represent 65% of the total assets invested across all eleven sectors.

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Dear Mr. Market

APRIL 2, 2025

UEC Holds Off a Challenge from CARS, But SOFI is Too Strong Elsewhere in the bracket, #7 CARS (CarGurus) won its opening round matchup against #9 GBX (Greenbrier Companies), benefitting from the continued shift toward digital automotive sales. Despite its strong performance, UEC ultimately couldnt stop the dominance of financials.

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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. They tend to do better early in economic cycles once the economy emerges from recession.

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Dear Mr. Market

MAY 27, 2022

We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market. The stock market is the only store in the world when there is a sale announced, people look for the exit door and leave!?! What would you do?

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Walkner Condon Financial Advisors

MARCH 15, 2023

If you had 500 stocks in your portfolio not every stock will be up at the same time, and when allocations have to be adjusted for any reason due to imbalances in the portfolio or due to rising cash, losses can be recognized to help offset gains. Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

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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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Brown Advisory

MARCH 26, 2020

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. Instead, assets should be sold strategically in order to maximize overall asset allocation and diversification goals.

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Brown Advisory

MARCH 26, 2020

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. Instead, assets should be sold strategically in order to maximize overall asset allocation and diversification goals. TAX LOSS HARVESTING 101.

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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. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2

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Investing Caffeine

JUNE 3, 2024

to +1.3% , and pending home sales dropped by -7.7% These items are not static, and can change over time, therefore it’s important to revisit your asset allocation periodically as financial circumstances and life events change your objectives. to the lowest level in four years during the pandemic. The S&P climbed +4.8%

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James Hendries

OCTOBER 7, 2022

Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Asset allocation does not ensure a profit or protect against a loss. Indexes are unmanaged statistical composites and cannot be invested into directly. All data is provided as of October 4, 2022.

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The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. Home sales are declining, although rents remain high. BITTERLY MICHELL: Sure.

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eMoney Advisor

MARCH 21, 2023

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. When the market is down, Roth conversions are essentially on sale. You can also look at cash management and debt reduction solutions.

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Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. By Taylor Graff, CFA, Asset Allocation Analyst. Many Americans are renting rather than buying their homes. . .

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James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. comparatively faster sales or earnings growth) than peers. Value vs. Growth – Value Takes 2022. large cap S&P 500 Index.

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James Hendries

NOVEMBER 3, 2022

Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Asset allocation does not ensure a profit or protect against a loss. Indexes are unmanaged statistical composites and cannot be invested into directly. All index data from FactSet.

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Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. Housing includes indicators such as building permits and new home sales. We believe our proprietary leading economic index better captures the dynamics of the U.S.

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