Validea

JUNE 13, 2023

Peter has published extensive research in the areas of both financial planning and factor investing. We cover goals-based planning, modeling human capital, how to think about alpha in a post CAPM world, the future of the 60-40 portfolio and a lot more.

Financial Planning 52

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The Big Picture

DECEMBER 7, 2022

My recollections are vivid: I had modest connectivity, no Bloomberg Terminal, and was learning what was going on mostly on Twitter and from Financial TV. The new owners of the channel needed to attract viewers if they want to sell advertising and generate a return on their investment. Nobody was watching this.

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Validea

FEBRUARY 3, 2023

But neither of those are really the right perspective, says Ken Fisher, founder of Fisher Investments, in a video posted to the Fisher Investments YouTube channel. Typically, those with a long time horizon want an equity-based portfolio. Don’t…overthink it,” Fisher advises, adding “make it simple.”

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Portfolio Assets Investing Investments 59

Sara Grillo

JANUARY 8, 2024

For those of you who are new to my blog, my name is Sara. And now let’s get onto the blog! Zack describes how they help the average $15 per hour employee on a shop floor manage their budget, people who feel as though they are living paycheck to paycheck, while they also talk with million-dollar earners in positions of leadership.

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Financial Planning Accounting Planning Financial Advisor 64

Clever Girl Finance

APRIL 29, 2024

Infact, it’s never too early or too late to think about our goals for the year. Additionally, figuring out your yearly goals can be an ongoing process. So keep reading to learn what key goals everyone should have in place! What are 3 main good goals to have? Are there any fun goals and what are they?

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Budgeting Retirement Food Planning 58

The Big Picture

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one.

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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 20, 2023

What is a vested balance? What are the different types of vesting schedules, and how are they calculated? Cliff vesting can be time-based, such as employees completing a certain period with the employer or milestone, which may include achievement of success in a project and more. But once you do, you own it all.

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Accounting Retirement Retirement Planning Planning 100

WiserAdvisor

DECEMBER 18, 2023

Consider what retirement looks like for you. Consider consulting with a professional financial advisor who can help devise a customized plan based on your financial needs and goals. The amount required for retirement is thus influenced by several factors including age, income, lifestyle ambitions, and investment decisions.

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Retirement Retirement Planning Risk Tolerance Healthcare 105

WiserAdvisor

MARCH 22, 2024

Enter the “10X rule” for retirement savings, a popular benchmark that simplifies the daunting task of retirement planning into a more tangible goal. Is saving 10% of your income enough to meet this ambitious goal? While this guideline offers a clear target, it also sparks curiosity and debate.

Retirement 52

Retirement Retirement Planning Financial Advisor Planning 52

BlueMind

SEPTEMBER 11, 2022

Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, being a financial advisor requires you to be able to teach your client the essential terminology in order to gain a better understanding of their perspective and insights for their future goals.

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Risk Tolerance Clients Portfolio Investing 98

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 But first – what is a Form ADV? Form ADV Part I.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Good Financial Cents

APRIL 25, 2023

One would think that short-term goals are pretty easy to accomplish. Short-term goals can be easily put off for a plethora of reasons. When it comes down to getting short-term goals done, including short-term financial goals, one must implement some strategies to stay on task and on schedule. What Are Smart Goals?

Budgeting 96

Budgeting Insurance Estate Planning Accounting 96

FMG

AUGUST 4, 2022

They let you know what they’re all about at New Lantern the second you click the site; Embracing Your Retirement. One of the best homepage features is the interactive quiz which “Tests Your Investing IQ.” Read on to see our Q&A with Michael to find out what makes New Lantern Advisors so unique.

Financial Advisor 98

Financial Advisor Clients Media Communication 98

eMoney Advisor

FEBRUARY 9, 2023

But before you can serve the broader lifecycle, it’s essential to understand what each stage needs, where to reach them, and how to efficiently serve them. Their key financial challenges include paying off student loans, creating a budget, developing healthy spending habits, and saving for future goals like buying a home.

Financial Planning 95

Financial Planning Clients Planning Education 95

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. This practice involves periodic adjustments to your investments to ensure they align with your financial objectives. This practice involves periodic adjustments to your investments to ensure they align with your financial objectives.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

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. It is essential to choose investments that match your risk appetite to avoid unnecessary stress and surprises later. What is risk tolerance?

Risk Tolerance 59

Risk Tolerance Investing Investments Financial Advisor 59

Validea

NOVEMBER 11, 2022

More and more, larger asset-management firms have been using their shareholder voting power to sway companies into adopting environmental, social, and governance (ESG) initiatives, but are they really following the will of their clients? The post What Investors Think Of ESG appeared first on Validea's Guru Investor Blog.

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WiserAdvisor

AUGUST 18, 2023

These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. While this cost might initially seem like an additional expense, shifting your perspective and viewing it as an investment rather than a financial burden is essential.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. This article discusses the different types of financial advisors you can choose from based on your specific financial needs and goals.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

WiserAdvisor

AUGUST 14, 2023

The investment landscape has undergone unprecedented and rapid changes in the past two decades. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods. Amidst all this transformation, one critical aspect that remains constant is the consideration of risk.

Portfolio 52

Portfolio Risk Tolerance Risk Management Financial Advisor 52

eMoney Advisor

FEBRUARY 28, 2023

Additionally, in an industry where diversification is often advised, it’s not unusual to find that your clients have multiple investments outside of those you manage. In some cases, moving these accounts to your direct management may not be an option, such as an employer-sponsored retirement account.

Accounting 71

Accounting Financial Planning Clients Assets 71

Zoe Financial

FEBRUARY 21, 2023

What Are Your Goals & Who Will Help You Get There? Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. However, I have very specific investment goals and need to know what characteristics to look for.

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Clever Girl Finance

MARCH 28, 2023

For example, only 57% of adult Americans are financially literate and able to manage their money. So, whatever life stage you're at, now's the right time to explore the basics of money management. Once you understand the basics in these areas, you'll be able to set and achieve financial goals by making savvy decisions.

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Budgeting Accounting Banking Retirement 80

Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Investing money for beginners doesn't have to be hard either!

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Investing Investments Risk Tolerance Accounting 98

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. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Validea

JUNE 27, 2023

dominance over equity markets is coming to an end, says Dan Villalon of AQR Capital Management, the $95 billion quant hedge fund founded by well-known quantitative investor Cliff Asness. investors didn’t have much incentive to invest overseas. investments rather than fundamentals, AQR models show. equities for the next 10 years.

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Marketing Marketing Valuation Portfolio 52

Clever Girl Finance

MARCH 26, 2023

What are the pros and the cons of each? This article will answer these questions, giving you a comprehensive guide on using passive and active income to reach your financial goals. What is active income? Active income is what you earn from working. What is passive income? Which one offers more benefits?

Taxes 59

Taxes Education Assets Investing 59

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?

Investing 40

Investing Investments Risk Tolerance Government 40

Clever Girl Finance

JANUARY 22, 2023

Knowing where you stand can make sure you are on target for your retirement goals, as well. And you likely have unique savings goals that may mean you are saving more or less than others at your age. So, what are the average savings by age? These financial assets include bank accounts and investment portfolios.

Retirement 83

Retirement Accounting Assets Budgeting 83

WiserAdvisor

DECEMBER 13, 2023

Gone are the days when retiring at 60 was a one-size-fits-all goal. Consider consulting with a financial advisor who can help devise a personalized retirement plan based on your unique needs and goals. So, how do we tackle this? The answer lies in smart and strategic retirement planning.

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Retirement Risk Tolerance Retirement Planning Taxes 45

Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. .” ” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Validea

NOVEMBER 1, 2022

In order to position yourself well in the market, look for good quality businesses and invest in them without worrying what the market is doing. The first is to set clear goals before making any investing decisions. The next step would be to invest in a high-quality index.

Marketing 52

Marketing Marketing Retirement Planning Economy 52

Clever Girl Finance

OCTOBER 1, 2022

Let's get into what it all means and how you can prepare for a recession. adthrive-in-post-video-player video-id="bnlLZMj6" upload-date="2022-08-08T17:13:43.000Z" name="How To Manage Your Finances During A Recession + Tips If You Are Unemployed " description="Hearing the word recession creates a feeling of discomfort for many.

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Budgeting Economy Healthcare Investing 105

Clever Girl Finance

DECEMBER 12, 2022

Some of these ideas are web-based, and you can work from anywhere. Maybe you used to have a blog, or you’re always correcting your friend's spelling mistakes when they text you. Start a blog. Blogging is an interesting way to make money online without a job. However, blogging can be a lot of work in the beginning.

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Media Investing Investments Food 90

Good Financial Cents

JANUARY 25, 2023

” What are the best ways to avoid sitting in a cubicle all day? Some money-making strategies require an upfront investment, while others let you earn money in your free time with the help of apps. Start a Blog and Monetize It 4. Invest In Dividend Stocks 10. Invest in Real Estate 13. Share Your Opinions 2.

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Banking Investing Investments Accounting 103

Fortune Financial

JANUARY 11, 2024

For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.

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Retirement Planning Education Insurance Retirement 59