WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. These professionals meticulously assess your financial situation, income level, and retirement goals to tailor personalized strategies.

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Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Table of Contents Best Short-Term Investments for $2,000 to $3,000. Start a Blog .

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Validea

SEPTEMBER 29, 2022

The downturn in stocks and other assets reflect a number of concerning things. Higher interest rates have made the affordability of homes and other assets much more costly. We recently interviewed Pim van Vliet on Excess returns, and while the episode is not out yet, I highly encourage investors to be on the lookout for it.

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. If you can secure a return of 10% over that time, you’ll end the 20 years with $201,825. Invest in ETFs.

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Walkner Condon Financial Advisors

MARCH 15, 2023

The concept isn’t particularly new – there have been separately managed accounts (SMAs) available for years that have employed similar strategies around index replication. This would prove to be a more difficult task, one that likely will require a manager to assist in the construction of this as well as the implementation.

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Random Roger's Retirement Planning

NOVEMBER 27, 2023

We look at a lot of different ideas here, whether we are talking about replication or not, not to simply copy what someone else is doing but to see if some random strategy might have some piece of process or an idea to incorporate in a way that adds value to our portfolio. The fund must not have gained enough AUM to last but it did work.

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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. I'm doubling down on that.

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WiserAdvisor

DECEMBER 13, 2023

The earlier, the better The consensus among financial experts is clear: the sooner you start saving for retirement, the better. Maximizes the growth potential The longer your money is invested, the more time it has to grow through compound interest, potentially turning modest savings into a substantial nest egg.

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Validea

JULY 26, 2023

Of course, all these things matter and play an important role, but for most of us who invest I would argue it’s the power of compounding over long periods of time that is the most powerful force in building wealth. Getting Invested to Begin With The first and most crucial step in leveraging compounding is simply getting started.

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Validea

JULY 26, 2023

Of course, all these things matter and play an important role, but for most of us who invest I would argue it’s the power of compounding over long periods of time that is the most powerful force in building wealth. Getting Invested to Begin With The first and most crucial step in leveraging compounding is simply getting started.

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Validea

OCTOBER 26, 2022

When we started the Excess Returns podcast, our primary goal was to learn. As I compile them over time, they serve to help me refine the way I think about investing and help to improve the process we use as we construct our own investment strategies. We specifically spoke with Andrew about managed futures.

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International College of Financial Planning

MAY 30, 2023

Financial literacy, the skill of effectively managing one’s financial resources, plays a vital role in every aspect of our lives. In this blog post, we delve into the significance of financial literacy, its essential components, and practical strategies for enhancing your financial acumen.

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ClearMoney

FEBRUARY 22, 2022

The lure of successful trading strategies is seductive. If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Tactical Asset Allocation: Periodic shifts in allocation to stocks.

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Validea

JANUARY 4, 2023

While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. Are there any improvements we think we can make (this mostly happens in our private money management business)?

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Random Roger's Retirement Planning

DECEMBER 1, 2023

The other issue is more behavioral, he says it is a bad mistake to give up return (price appreciation) for income. First with total return. I invest in buy-write ETFs that pay 11% or more per year in dividends, which pay monthly (so about 1% per month). Now just price. On a price basis then Israelov is not wrong.

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Validea

JANUARY 19, 2023

But though Treasurys such as the iShares 7-10 Year Treasury Bond ETF has been returning roughly 4% for the last quarter, the 10-year Treasury yield is still volatile, reaching a 52-week high of 4.23% in late October and then dropping to 3.4% That’s not a risk worth taking, Yung-Yu Ma of BMO Wealth Management told Barron’s.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Rule No 2 : Never forget rule no.

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Random Roger's Retirement Planning

JULY 8, 2023

Invest For The Very Worst Of The Worst. Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging. Some managed futures to help manage volatility makes sense to me but not a 20% allocation.

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WiserAdvisor

SEPTEMBER 22, 2022

Investing can help you grow your net worth and achieve financial goals that may seem unattainable on a salary. How you use this income to invest in the market decides your overall financial standing to a large extent. Most people are not rich due to their salaries but because of their investment returns.

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WiserAdvisor

APRIL 12, 2024

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. This article will discuss the factors that influence this ratio and what financial advisors can do to serve their clientele better.

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WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. This can help you establish a strong foundation and craft your investment strategy.

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Truemind Capital

NOVEMBER 29, 2020

There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. Liquidity has inflated asset prices not just in equity but of long-term bond also (bond price has an inverse relationship with interest rates), which are common asset classes in any investor’s portfolio.

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Sara Grillo

DECEMBER 12, 2022

Are low fees better than high fees? For those of you who are new to my blog, my name is Sara. This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Matt Pruitt. Do you agree?

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WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. This is the reason why some strategies are more successful than others.

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WiserAdvisor

JANUARY 5, 2024

Among the multitude of distinctions, one of the most crucial ones lies in how they perceive the world of investments. The investment strategies adopted by these two income groups are remarkably unique and distinct. Their risk appetite not only reflects their financial mindset but also influences the returns on their investments.

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Good Financial Cents

MARCH 20, 2023

When at the point of wondering how to invest $200,000, that’s definitely a good sign. After all, having this amount to invest means you’re on the fast path to building long-term wealth. But, how much can you end up with if you invest $200,000 wisely, today? Table of Contents How to Invest $200,000 Starting Today 1.

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Random Roger's Retirement Planning

MAY 2, 2024

First is a fascinating blog post from Finomial about factor investing. Finomial looked at the excess return generated long only factors like momentum, quality, various valuation metrics and I would add covered call fund to this discussion too. A few different things for this post.

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Good Financial Cents

AUGUST 5, 2023

All you need are the right strategies and a generous helping of patience, and you can do it too. Invest Early and Often 3. Emphasize Growth Investments 4. Choose the Right Career The more money you earn, the more you’ll be able to save and invest. After all, if at least 22 million people can do it, so can you.

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Random Roger's Retirement Planning

JANUARY 29, 2023

A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. Part of our conversation has looked at return stacking with this paper from ReSolve Asset Management spurring several blog posts. This year, they appear to be up the same.

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Random Roger's Retirement Planning

MARCH 23, 2024

Jason Buck who runs the Cockroach Portfolio at Mutiny Funds sat with Rod Gordillo and Adam Butler from the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX) and the Return Stack ETFs for a podcast type of show. The take from Jason is that bonds are part of any diversification strategy, or he thinks they should be.

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WiserAdvisor

NOVEMBER 6, 2023

It represents years of disciplined saving and prudent financial management. Therefore, understanding and implementing key investing strategies tailored to your future goals is essential. Here are seven investment strategies you can consider to preserve your wealth and ensure your $100k in savings continue to grow: 1.

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WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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WiserAdvisor

JUNE 22, 2023

They can help guide you in managing your finances and in avoiding costly financial mistakes in the long run. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio. What is the objective and strategy of my investment portfolio?

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Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. The concept of smoothing out the ride is hugely important to how I manage portfolios. It was created as far as I know, by John Serrapere. ARBFX 3.7%

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Sara Grillo

MARCH 13, 2023

For those of you who are new to my blog, my name is Sara. ETFS can be thought of as a wrapper around an investment strategy. Investors may have to think harder about how they are allocated. Active managers though are worried about having their “secret sauce” made public. Are we in a market regime shift?

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Good Financial Cents

APRIL 14, 2023

This might sound disturbing, but this was actually far better than a survey CNBC reported on a few years ago that nearly 70% of Americans had $1,000 or less in savings. I’ve purposely made this list to include strategies that can work for people with all kinds of skills and talents. Blogging 4. Ads by Money. Selling E-books 2.

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Sara Grillo

OCTOBER 16, 2023

For those of you who are new to my blog, my name is Sara. He uses the example that one single year’s performance, even if that particular year was an outlier, could be almost falsely used to represent the potential return rate for a product. I am a CFA® charterholder and financial advisor marketing consultant. What is AG-48, anyways?

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