The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 144

Assets Management Portfolio Investing 144

Validea

APRIL 17, 2023

Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn’t the whole story.

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Assets Asset Allocation Taxes Accounting 52

Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs.

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Tax Planning Taxes Planning Distribution 52

WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. In contrast, Traditional accounts permit pre-tax contributions.

Retirement 52

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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.

Portfolio 72

Portfolio Asset Allocation Math Compliance 72

Random Roger's Retirement Planning

MAY 8, 2023

Last summer I wrote a couple of posts about the Cockroach Portfolio, here and here. The portfolio was created by Jason Buck who sat for a podcast with Corey Hoffstein. It was inspired by the Harry Browne Permanent Portfolio and is intended to be an all weather type of portfolio. Here's a quick reminder of the allocation.

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Portfolio Wealth Advisor Assets Investment Advisor 67

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund are different from traditional investments and refers to privately pooled investment funds, that invest in alternative asset classes like hedge funds, private equity, venture capital, real estate, commodities, and other investment types. What are some Tax Benefits of AIFs?

Taxes 64

Taxes Investing Investments Retail 64

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. Rebalancing is a critical step that can help you optimize your portfolio’s performance. However, it is vital to know the right time to rebalance your portfolio.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Good Financial Cents

JANUARY 16, 2023

Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments. Unique Asset Classes.

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Assets Investing Investments Accounting 93

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. LFMIX in Portfolio 1 is the LoCorr Macro Strategy Fund and in Portfolio 2, QGMIX is AQR Macro Opportunities. So this is interesting.

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Portfolio Budgeting Assets Investing 53

Harness Wealth

FEBRUARY 25, 2023

Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We’re here to help guide you through your crypto taxes so you can focus on building, investing and trading. This is because they are treated as property (much like stocks, real estate, or gold).

Taxes 52

Taxes Accounting Assets Financial Advisor 52

Random Roger's Retirement Planning

FEBRUARY 17, 2024

It is a complex fund that at a high level goes long and short various asset classes, pairing various attributes against each other. From the AQR site , QSPIX "aims to deliver attractive risk adjusted returns with low correlation to traditional stock/bond portfolios by investing in a broad and diversified range of alternative risk premia."

Portfolio 70

Portfolio Management Taxes Investing 70

Validea

JUNE 1, 2023

Utilizing software developed by Wealthfront, the firm where he is Chief Investment Officer, Malkiel reaps losses from portfolios throughout the year in order to sow capital gains for other investments, keeping portfolios balanced with a mix of assets and risks.

Taxes 52

Taxes Investing Investments Distribution 52

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. etf.com) Vanguard has launched two new ETFs, the Vanguard Intermediate-Term Tax-Exempt Bond ETF ($VTEI) and Vanguard California Tax-Exempt Bond ETF ($VTEC).

Financial Advising 240

Financial Advising Taxes Manufacturing Media 240

Validea

MAY 26, 2023

Utilizing software developed by Wealthfront, the firm where he is Chief Investment Officer, Malkiel reaps losses from portfolios throughout the year in order to sow capital gains for other investments, keeping portfolios balanced with a mix of assets and risks.

Taxes 52

Taxes Investing Investments Distribution 52

Good Financial Cents

FEBRUARY 16, 2023

Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. However, there are many other asset classes that should be considered too. Alternative assets refers to non-traditional investments , such as artwork, farmland and even precious metals. trillion asset class.

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Portfolio Investing Investments Assets 83

Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. 1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well. Some think that wasn’t by accident.

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Portfolio Economy Financial Guidance Financial Planning 52

WiserAdvisor

MARCH 13, 2024

It is instrumental in diversifying your portfolio , capitalizing on market opportunities, and safeguarding your financial future against the erosive effects of inflation. Diversification helps mitigate concentration risk and enhances the stability and resilience of your investment portfolio over time.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Random Roger's Retirement Planning

APRIL 10, 2024

I also quipped that people forced to work in "retirement" should not be penalized having to pay more income tax on their Social Security payout. When the age cohort hits 100, the assets are divided among the holders still alive. If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio.

Portfolio 69

Portfolio Asset Allocation Retirement Taxes 69

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management 104

Portfolio Management Retirement Planning Portfolio Management 104

Harness Wealth

MARCH 31, 2023

The Igloo Company Pudgy Penguin #7625 – source: sothebys.com As non-fungible tokens (NFTs) have gained mainstream popularity, it’s essential to understand the tax implications associated with these crypto assets. How are NFTs taxed? Can NFTs be taxed as collectibles? It depends.

Taxes 52

Taxes Assets Sales Retirement 52

Investing Caffeine

MARCH 1, 2024

It took the Nikkei over 34 years to surpass its previous record peak, which was last achieved in 1989 when Japan experienced a massive bursting of an asset bubble. Tax Time April is fast approaching, which means it’s that time of the year when Uncle Sam will come knocking on your door with your tax bill. www.Sidoxia.com Wade W.

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Taxes Risk Tolerance Retirement Investing 52

Random Roger's Retirement Planning

SEPTEMBER 19, 2023

When I was working on yesterday's post I stumbled back into the Return Stacked 60/40 Absolute Return Index which is a portfolio funds blended together with a lot of embedded leverage in pursuit of capital efficiency. It's a very sophisticated portfolio. Here's what it is in the portfolio and the notional exposures.

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Portfolio Assets Management Taxes 50

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. But that is not the same as becoming one of the most dominant asset managers in the world. Concentrated portfolio risk.

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Taxes Portfolio Management Investing 332

Harness Wealth

MARCH 17, 2023

If you’d like to learn more about DeFi taxes as it relates to your personal situation, contact a Harness Tax Advisor today. Overview of DeFi Use-Cases and Their Tax Implications Before diving into specific tax implications, it is essential to understand the various DeFi use cases and their potential tax consequences.

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Taxes Government Assets Accounting 59

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. Before we move forward to know the differences, let’s understand what asset management and investment management is.

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Management Assets Investing Investments 52

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

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Risk Management Portfolio Management Asset Allocation 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investing Investments Tax Planning 52

Truemind Capital

APRIL 28, 2023

The mutual fund investment community received a shocker last month when the long-term capital gain (LTCG) tax benefit was withdrawn from debt mutual funds from this financial year. For example, if someone keeps money in FDs that are offering 8%, the interest income was taxed at the slab rate. 2% per annum over FD returns.

Taxes 52

Taxes Investing Investments Assets 52

Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio. In the right situation, a line of credit on your investment assets to buy a home is a great strategy. The primary benefits are tax savings and ability to stay invested.

Wealth Management 82

Wealth Management Accounting Taxes Portfolio 82

Fortune Financial

SEPTEMBER 29, 2022

While returns are important to overall growth, having the discipline to contribute on a regular basis over many years along with a well-diversified portfolio plays a more critical role in achieving a positive result. . Each year we update these projections based on current information such as changes in income, assets, inflation, etc. .

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Retirement Portfolio Retirement Planning Investing 52

Advisor Perspectives

OCTOBER 31, 2023

Direct Indexing empowers RIAs to transform tax losses into valuable assets, helping clients offset capital gains on federal tax returns and minimize annual income tax liabilities.

Portfolio 52

Portfolio Taxes Assets Clients 52

Advisor Perspectives

OCTOBER 31, 2023

Direct Indexing empowers RIAs to transform tax losses into valuable assets, helping clients offset capital gains on federal tax returns and minimize annual income tax liabilities.

Portfolio 52

Portfolio Taxes Assets Clients 52

The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values. Oct 31, 2023) 4.

Taxes 190

Taxes Portfolio Investing Investments 190

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Boat Shoes – U.S.

Assets 52

Assets Portfolio Taxes Financial Services 52

Fortune Financial

JULY 5, 2022

Anyone who owns company stock will eventually have to decide how to distribute those assets when leaving the company or entering retirement. One major thing to consider when doing so is the tax bill that may come along with it. The remaining assets may be rolled over. What Is NUA? What Is NUA? NUA Requirements. Disability.

Taxes 52

Taxes Distribution Retirement Planning Retirement 52