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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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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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. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.

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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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Investing Investments Communication Assets 72

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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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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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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Marketing Marketing Economy Investing 96

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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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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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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WiserAdvisor

MARCH 19, 2024

Capital gains realized from the sale of an artwork may be subject to reduced or deferred taxation. This often encourages investors to reinvest the proceeds from a sale into additional art acquisitions. These strategies primarily involve asset allocation , tax planning, estate planning, and retirement planning, among other things.

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Carson Wealth

OCTOBER 28, 2022

Misunderstanding asset allocation: New investors often split their money across multiple money managers in an attempt to diversify , but the truth is that this approach can create fee inefficacies, increase the volatility of your assets and make benchmarking more complex than it needs to be. .

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Investing Caffeine

OCTOBER 2, 2023

Yes, it’s true, despite a dramatic surge in mortgage rates over the last few years, the housing market remains strong due to a very tight supply of homes available for sale. Rates Up, Housing Prices Up? is not that appealing. Under this scenario, you are likely to stay put and not sell your home.

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Economics Economy CFP Government 52

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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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. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC.

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WiserAdvisor

AUGUST 18, 2022

Compare different mutual funds based on their returns, exit loads, asset allocation, standard deviation, expense ratios, portfolios, management style, Sharpe ratios, and more. You also need to factor in different financial ratios such as the debt-to-equity ratio, price-to-earnings (P/E) ratio, price-to-sales ratio, etc.,

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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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Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Reported corporate information regarding sales by region is far from perfect, but we have enough to paint a reasonable picture. Tariffs: Bark or Bite?

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Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. Reported corporate information regarding sales by region is far from perfect, but we have enough to paint a reasonable picture. Tariffs: Bark or Bite?

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Economy Portfolio Clients Sales 52

Brown Advisory

DECEMBER 2, 2015

has increased both gross sales and profit margins on improvements in the fast-food restaurant’s menu and marketing. By Taylor Graff, CFA, Asset Allocation Analyst. The company, after reducing its debt, gained a ratings upgrade from Moody’s in September to B1 from B2.

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Clients Asset Allocation Economics Estate Planning 52

WiserAdvisor

JANUARY 31, 2023

This improves the investment’s overall liquidity and offers more flexibility in use, purchase, and sale. No matter which of these investments you pick, keeping a diversified portfolio with optimal asset allocation suited to your age and risk appetite is vital. Therefore, you may consider it even if you already have a 401k.

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Investing Investments Taxes Retirement 52

Brown Advisory

FEBRUARY 15, 2019

There is no silver-bullet metric for valuation analysis, and as we will demonstrate later in this report, the variety of metrics that we monitor—from price/sales ratios to enterprise value/EBITDA multiple—sometimes point in different directions. BLOOMBERG, is a trademark and service mark of Bloomberg Finance L.P.,

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Valuation Clients Portfolio Government 52

Brown Advisory

MAY 4, 2020

We have a proprietary analytical model that merges investment and operational assumptions, and we use it to help clients see how asset allocation, spending and other decisions might impact their future plans. With this additional information, we were better equipped to help the college review potential scenarios going forward.

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Random Roger's Retirement Planning

MAY 2, 2024

If you've never heard of covered puts, basically it is the trade of selling short a stock and selling a put against the short sale. If the put is assigned, the stock put to the option seller offsets the short sale to close it out. The time period is short obviously but the asset allocation appears to work.

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Portfolio Asset Allocation Investing Investments 59

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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Brown Advisory

SEPTEMBER 4, 2019

We have a proprietary analytical model that merges investment and operational assumptions, and we use it to help clients see how asset allocation, spending and other decisions might impact their future plans. With this additional information, we were better equipped to help the college review potential scenarios going forward.

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Nonprofit Investing Investments Clients 52

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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Taxes Asset Allocation Financial Planner Portfolio 98

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Will the pace of bond sales accelerate? Meanwhile, we continue to focus on security selection.

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Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Will the pace of bond sales accelerate? Meanwhile, we continue to focus on security selection.

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Investing Investments Assets Numbers 52

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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The Big Picture

SEPTEMBER 19, 2023

00:25:37 [Speaker Changed] It’s challenging, especially because private equity funds are not distributing as much as they used to because there haven’t, you know, been as many sales in the market or exits. It depends on your asset allocation. So they’re getting hit on sort of both ends.

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Assets Management Portfolio Investing 141

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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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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Brown Advisory

NOVEMBER 12, 2019

The key question for investors is how to respond to the prospect of lower returns, or as we described it in our 2018 Asset Allocation publication, the “risk of insufficient growth.” In fact, Subaru has more than tripled its unit sales in the U.S. We estimate returns of 6-7% for U.S. over the past decade.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

The key question for investors is how to respond to the prospect of lower returns, or as we described it in our 2018 Asset Allocation publication, the “risk of insufficient growth.” In fact, Subaru has more than tripled its unit sales in the U.S. We estimate returns of 6-7% for U.S. over the past decade.

Investing 52

Investing Investments Assets Economics 52

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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Marketing Marketing Asset Allocation Valuation 52

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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