Random Roger's Retirement Planning

MAY 8, 2023

Here's a quick reminder of the allocation. Translating that into a simpler way to express it, he favors allocations to things that have the potential to go up a lot when stocks go down a lot. With Cockroach and while we're at it, the Rational/Resolve guys, using volatility as an asset class is now embedded in client portfolios.

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Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 Rs 5 Crores – Rs 50Crores 51.9%

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AdvicePay

JULY 14, 2022

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms.

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Discipline Funds

FEBRUARY 17, 2023

Does it make sense to rebalance back to a fixed weight allocation when we know that the underlying “passive” market capitalization is dynamic? Can we implement a similarly passive strategy that better aligns an investor’s risk profile with the underlying dynamic market cap changes? This doesn’t make sense.

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WiserAdvisor

FEBRUARY 29, 2024

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. This can help optimize your wealth accumulation while mitigating unnecessary risks.

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International College of Financial Planning

JULY 31, 2023

It is accompanied by spreading investments across different asset classes, sectors, and geographic regions to mitigate risk. Investment advisors are skilled in constructing well-balanced portfolios encompassing a mix of stocks, bonds, real estate, and other asset classes.

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Trade Brains

FEBRUARY 8, 2024

In the push towards enhancing infrastructure, the Union Ministry of Railways has secured an allocation of ₹2.55 compared to the previous year’s allocation of ₹2.41 During the stressed asset auction, Jupiter Wagons Limited acquired a 68% stake in CEBBCO for approximately Rs 100 crore. This marks a significant increase of 5.8%

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Truemind Capital

AUGUST 12, 2023

We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Other Asset Classes : After a strong rally, Gold cooled off in Q1FY24 on the back of profit booking and shifting focus towards equity.

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WiserAdvisor

AUGUST 14, 2023

With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions. As explained above, it allocates 60% of the portfolio capital to stocks and equities and 40% to fixed-income instruments like bonds.

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Truemind Capital

JUNE 30, 2022

The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. trillion to ~$8-8.5 Source: ICICI MF.

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Random Roger's Retirement Planning

MAY 10, 2023

Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. When you get close to retirement, you know what will matter?

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International College of Financial Planning

MAY 9, 2024

This blog aims to provide information about the dynamic role of technology in investment advisory services, highlighting how it benefits both financial advisors and their clients while focusing on transformative technological tools and strategies. Such a panoramic financial perspective empowers users to make informed financial decisions.

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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. That certainly would be simple.

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Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. Spreading your assets across various asset classes and firms can help you reduce the potential losses associated with investing in the stock market. Learn about the company. Be cautious about putting all your hopes on one thing.

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Tobias Financial

JANUARY 20, 2023

In Franko’s mind, this comes down to asset location and interest rate differentials. Now that you are allocating each of your marginal dollars extracted from the cash flow statement in a way that achieves the highest after-tax return, Franko’s recommended next step is to consider your options in case it is still not enough.

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Darrow Wealth Management

AUGUST 30, 2022

Depending on your financial situation and the type of asset you inherit, your options may differ. Further, many beneficiaries are eligible for a step-up in basis on eligible assets. This is a major advantage as assets can be sold/diversified right away without tax implications. What to do with an inheritance.

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WiserAdvisor

DECEMBER 15, 2023

Market conditions shift, the values of your investments fluctuate, and your portfolio’s asset allocation may deviate from its original balance. Portfolio rebalancing is a proactive measure that realigns your investment mix and brings it back in line with your predetermined asset allocation strategy.

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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. The 2021 ISG Annual Outlook examines key market dynamics including: Signs of speculative excess including the boom in special purpose acquisition corporations (SPACs), the boom in retail trading volumes, and the sharp rise in the price of cryptocurrencies. Fri, 02/26/2021 - 13:22.

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Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

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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. Obviously I didn't include commodities and maybe I didn't really include fixed income just allocating to BIL. Not sure if Sam made this graphic or if it is from AQR.

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Trade Brains

MARCH 28, 2023

Importance of Flexi Cap Funds In the cases where the markets inhibit volatility, Flexi-cap funds automatically allocate their investments to the best opportunities available to grow their investments. The more diverse the portfolio mix, the more optimal the balance of the fund’s risk and return aspects ensuring suitable returns.

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eMoney Advisor

MARCH 21, 2023

Prepare your clients by educating them about market dynamics and how the work you do for them will help position their investments for the long term. Portfolio Rebalancing Depending on what has been going on in the market, you may have clients whose portfolio asset allocations are no longer in balance.

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Bell Investment Advisors

JUNE 16, 2022

At a minimum, be sure your assets will cover your lifetime needs even if you give some away. In 2022, anyone can give any recipient up to $16,000 in assets per year without owing federal gift taxes. Considering giving assets instead of cash? You’ll need to decide which assets to give to whom, in what amounts, and when.

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WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. With reliable expertise, physicians can make informed decisions, allocate their resources strategically, and plan for significant life milestones.

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Carson Wealth

AUGUST 3, 2023

Here are five areas blended families should consider as they navigate these changing family dynamics. First, establish ground rules with your new spouse about how you intend to approach finances, specifically around whether you’ll commingle your earnings and assets. It’s all too common to forget to change that.

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International College of Financial Planning

MAY 29, 2023

An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field. Understanding Wealth Management Wealth management is helping high-net-worth individuals and families manage their financial assets and plan for their future financial needs.

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Validea

JANUARY 4, 2023

Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. Runner Up: Two of our risk-managed strategies – Generalized Protective Momentum (GPM) and Protective Asset Allocation (PAA) – produced very strong relative returns of -5.8% and -6.1%, respectively. Surprises Lead to Lessons.

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Brown Advisory

MAY 3, 2023

In our last episode , Sid and Erika did a moderately deep dive on Artificial Intelligence, and with Mike they look more specifically at the business risks and opportunities stemming from AI, and in particular some of the emerging competitive dynamics between tech giants Google and Microsoft that are driving progress at a seemingly breakneck pace.

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Brown Advisory

MAY 3, 2023

In our last episode , Sid and Erika did a moderately deep dive on Artificial Intelligence, and with Mike they look more specifically at the business risks and opportunities stemming from AI, and in particular some of the emerging competitive dynamics between tech giants Google and Microsoft that are driving progress at a seemingly breakneck pace.

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Banking Clients Asset Allocation Ethics 52

Random Roger's Retirement Planning

NOVEMBER 21, 2023

Set and forget is a very bad idea, markets can be very dynamic at times and some rebalancing needs to occur every now and then, even if not arbitrarily based on the calendar. Asset allocation matters. The one word that was missing from the webinar, although it was very edited, was simplification. That's not a call to do nothing.

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Ballast Advisors

JUNE 12, 2023

In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. By adhering to this prudent allocation, you can strike a balance between enjoying the comfort of homeownership and maintaining a healthy financial picture for your overall goals.”

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Fortune Financial

OCTOBER 31, 2022

Retirement savers and retirees can adjust to market turmoil by looking at spending and asset allocation plans to build a cash reserve. It’s a good idea to meet with your plan advisor to strategize about allocating your funds in the new year. It helps ensure that your assets will go to the person (s) originally intended.

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Brown Advisory

MAY 31, 2018

The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

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Brown Advisory

MAY 31, 2018

The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

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Brown Advisory

SEPTEMBER 25, 2023

It's the Little Things: Why US Small-Cap Stocks Deserve More Attention bgregorio Mon, 09/25/2023 - 08:42 Small-Cap Growth Strategy --> For most investors, a primary objective is creating an optimal portfolio allocation that maximizes returns for a given level of risk. listed companies across a diverse mix of sectors. 1 Source: Factset.

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Trade Brains

FEBRUARY 18, 2024

In the dynamic realm of investing, discovering a multi-bagger stock capable of providing exceptional returns in a brief timeframe is the aspiration of every investor. Gravita India has allocated an investment of around ₹2.25

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Brown Advisory

MAY 7, 2021

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead jharrison Fri, 05/07/2021 - 14:37 As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation.

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