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The Twin Pillars of Required IRA Distributions to a Trust

Wealth Management

Allocating between principal and income portfolios.

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Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes

Nerd's Eye View

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 244
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Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

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Research links: real world finance

Abnormal Returns

Venture capital There is nothing normal about the distribution of angel investment returns. blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. papers.ssrn.com) Research How long can stocks underperform inflation? ofdollarsanddata.com) Retail trading frenzies can have real world impacts.

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3%: Great Depression, GFC, 1970s & 2020s?

The Big Picture

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.” Of course, you can find other forecasts that are friendlier to your portfolio, For example, JP Morgan sees U.S. They expect ~3% a year (or worse) annually.

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How to invest in real estate with only 500 rupees?

Trade Brains

These companies manage profitable real estate portfolios across various sectors. REITs collect rent from these properties and distribute profits to investors through dividends. Portfolio Diversification: Through REITs, investors gain exposure to various property types. Therefore, investors can count on consistent passive income.

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Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

Nerd's Eye View

And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. If the portfolio balance declines due to excess distributions (e.g.,