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. How do financial advisors help in retirement income accumulation?

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Validea

APRIL 2, 2024

Twin Momentum is a unique investing approach that combines two powerful momentum factors to identify stocks with strong potential for outperformance. The concept of price momentum is well-known in the investment world. The “twin momentum” portfolios generate higher returns and exhibit better risk-adjusted performance.

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Validea

FEBRUARY 22, 2023

The logical progression from that idea is that building a portfolio of high-quality companies should lead to great investment returns over time. The logical progression from that idea is that building a portfolio of high-quality companies should lead to great investment returns over time. We love high returns on capital.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

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James Hendries

JULY 13, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead.

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WiserAdvisor

MAY 26, 2023

Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. What is risk tolerance?

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Validea

SEPTEMBER 13, 2023

The purpose of this article is to explore how adopting the principles observed in Blue Zones can relate to successful long-term savings, investing and wealth creation. These overarching principles, and how many of these are accomplished in their daily lives over long periods of time, are bulleted out below and in the pie chart.

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WiserAdvisor

OCTOBER 5, 2023

Insights from a recent survey conducted in early July 2023 shed light on the pivotal role of AI in money management among US adults. The survey revealed that 40% of the investors who participated believe AI holds promise as a valuable tool for managing their finances. How has AI transformed money management so far?

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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. How to determine a good financial advisor-to-client ratio? The motivation to expand the client base often revolves around financial incentives.

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Validea

AUGUST 24, 2022

Many investors believe that all value investing strategies are similar. When we talk about the academic research into value investing, this is the group we are talking about. Warren Buffett Value – This group combines value with some sort of measure of quality. But that view is not grounded in reality.

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Random Roger's Retirement Planning

JANUARY 6, 2023

Most articles tell you to stick with it for the most part, maybe offering an idea or two about how to tweak 60/40. If you've been reading my blog posts in various places over the last 15 years you probably wouldn't be surprised to hear me say that if 60/40 is dead, it died years ago not in 2022. That absolutely could be the case.

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Zoe Financial

APRIL 21, 2023

Invest in Our Planet This Earth Day Published April 22nd, 2023 Reading Time: 3 minutes Written by: The Zoe Team Earth Day gives us an opportunity to explore the benefits ESG investing as a key player in our financial portfolio. You, too, can make an impact every day with your investments. What is ESG Investing?

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Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . We speak a secret language in financial planning. Quite a bit of discovery from one sentence filled with planner-speak! .

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WiserAdvisor

MARCH 28, 2024

From maximizing savings opportunities to strategic investment decisions, there are several things you can still do to bolster your financial stability as you approach retirement. However, despite the challenges, there are strategies to catch up on your retirement savings. Your 401(k) is a powerful savings tool provided by your employer.

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Validea

SEPTEMBER 30, 2022

Rather than a formula for beating the market, this approach will lower the risk of panic-selling when the market hits bottom or getting overly confident during the peaks. Buffett has often said that his favorite holding period is “forever” and many of Berkshire’s assets have been in their portfolio for decades.

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Validea

DECEMBER 1, 2022

The rich are able to save more, and therefore take more risks in investing their money; an investor who earns $1 million/year will put 20 times more money into stocks than one who earns $50,000/year, calculates Jacques Cesar, former managing partner of Oliver Wyman.

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ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983.

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Brown Advisory

JUNE 21, 2023

The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world. He offers examples to show how this approach can be especially helpful when markets are behaving in surprising ways.

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Steve Feinberg

DECEMBER 22, 2023

Conducting market research, identifying pain points in your industry, and studying successful businesses in your field can also aid you in creating specific and measurable goals. Creative professionals are no exception to this rule, and it is essential to keep tabs on your business’s financial health.

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International College of Financial Planning

OCTOBER 26, 2023

Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. With their guidance, one might avoid falling into common pitfalls and oversights.

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Aleph

NOVEMBER 1, 2022

I ran a Guaranteed Investment Contract [GIC] desk at Provident Mutual from 1992-1997. I also managed our internal stable value funds for our pension line of business. Definitions: Guaranteed Investment Contract: A group annuity issued by a life insurance company. Don’t overestimate what is possible. Why is that so?

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Sara Grillo

DECEMBER 12, 2022

Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. For those of you who are new to my blog, my name is Sara. What is the value of the services provided, and how is this determined?

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Random Roger's Retirement Planning

JULY 18, 2022

Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. To my way of thinking, to fit the bill of being an asset class, it should offer some sort of diversification benefit or attribute when measured against an equity allocation.

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ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” 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? Rather well.

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Clever Girl Finance

JUNE 19, 2023

Table of contents Top hobbies that make money: 40 Great ideas How do I get started? How do I get paid for my hobby business? How do I set fair prices for my hobby? What kind of hobbies do you have? We use them to pass the time, develop skills, and make friends. What is the best hobby to make money? Can a hobby be a side hustle?

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Thanks for joining me. stock market.

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. 0:17 Ryan Kelley: Thanks. Happy to be here. 0:20 Laurent Harrison: Great. Happy to be here. 0:20 Laurent Harrison: Great.

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Clever Girl Finance

APRIL 19, 2023

Being educated on money, investing, saving, and spending can help you develop a healthy financial lifestyle. It’s a fact about money that almost all of the experts—from financial influencers to bank managers—generally agree on. And there are always new things to learn about money. What is a money truth?

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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. It aims to mitigate risk while capturing growth opportunities​​​​.

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Validea

APRIL 1, 2024

When it comes to investing in the stock market, there are many different strategies and factors to consider. One approach that has gained popularity in recent years is focusing on the “quality factor” – that is, investing in companies that exhibit high quality financial and business characteristics.

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WiserAdvisor

JANUARY 23, 2024

For this, you must know how to evaluate a financial advisor’s performance. A thorough evaluation involves examining returns, benchmark comparisons, risk considerations, and the alignment of your investment strategy with your unique financial objectives. The decision to hire a financial advisor is a prudent move.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. For those of you who are new to my blog/podcast, my name is Sara. Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

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Clever Girl Finance

MARCH 19, 2024

Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. It details your current money situation and financial system, including investing, saving, retirement, and estate planning. Table of contents What is a financial plan?

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The Big Picture

JULY 24, 2023

MIAN, FOUNDER AND MANAGING EDITOR, STRAY REFLECTIONS: Pleasure being here, Barry. And I looked up to you as “The Big Picture” blog.  The transcript from this week’s, MiB: Jawad Mian, Stray Reflections , is below. I found our conversation to be absolutely fascinating and I think you will also. Welcome to Bloomberg.

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Clever Girl Finance

DECEMBER 1, 2022

Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. And if you’re considering how to create a financial plan or even, "what is a financial plan?", How to make a financial plan: create a list of things to plan for.

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Clever Girl Finance

JANUARY 29, 2023

Definition of net worth Net worth is how much you owe versus how much you own. Basically, it calculates how wealthy you are. This is very important for retirement, and knowing what your target net worth by age should be will help you better understand how to reach your personal financial goals.

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Random Roger's Retirement Planning

SEPTEMBER 23, 2022

It's the same way when evaluating liquid alternative investments. That gets us to the catalyst for this post which is a quick video by Eric Crittenden who manages the Standpoint Multi Asset Fund (BLNDX/REMIX) that I own personally and for clients. Similarly with managed futures, it tends to have a negative correlation to equities.

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