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How Inflation Can Impact Your Retirement Plan – What You Must Know Now!

Trade Brains

Real estate or rental assets – Income and property values often rise with inflation. Rebalance annually—markets shift, and your asset mix should too. To stay ahead, you need: A well-diversified portfolio including equities, linkers, real assets, gold. Gold – Cultural hedge; prudent to hold ~5–10%, though returns can lag.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

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40% In Bitcoin You Say?

Random Roger's Retirement Planning

There's more than feeling good, being able bodied and not spending a ton of money on medicine to manage chronic maladies that might be reversible and we'll get to that in moment. There's no logic to omitting an asset class that has outperformed all others and is widely projected to do so for the next decade or more."

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Tuesday links: the range of outcomes

Abnormal Returns

ft.com) Diversification Diversification means seeing parts of your portfolio underperforming. on.ft.com) Blackstone ($BX) is working with Vanguard to get private assets into portfolios. riabiz.com) Medicine Pfizer ($PFE) has dropped another anti-obesity pill. Liquidity The bid-ask spread on corporate bonds has blown out.

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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz.

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

BUCKLEY: And I was lost and I wasn’t going to go into medicine. I was trying to find a place with the same type of purpose, and I was thinking maybe I need to go back into medicine. But he said you don’t need to go into medicine for that, and then he actually suggests I go to talk this company Vanguard. BUCKLEY: No.

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How to Invest Your First Rs 1000 In The Stock Market?

Trade Brains

Further, for such an investment amount, you do not need to waste time diversifying your portfolio. Also read: How Many Stocks Should you own for a Diversified Portfolio? Visit the company website, check its portfolio (product/services), know who is the boss of the company, it’s future products/plans, etc.