Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. What Can We Expect from the Markets?

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MainStreet Financial Planning

AUGUST 16, 2022

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio. Some examples include U.S.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

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The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. The concept of a Fed put was really important in terms of the overall direction, so it absolutely impacts the economy and markets. RITHOLTZ: Right. RITHOLTZ: Sure.

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Clever Girl Finance

OCTOBER 1, 2022

Knowing how it affects the economy and your finances and taking key steps will help you during an economic downturn. Well, economies work in a cycle. There was also the recent pandemic that emerged globally , severely impacting economies worldwide. It's important to have a well-diversified investment portfolio.

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Nationwide Financial

MARCH 15, 2023

The relationship between inflation and the economy and financial markets is a highly complex problem. Nevertheless, investors may want to consider how equities can enhance their portfolios as a hedge against inflation, while maintaining a diversified and balanced portfolio aligned with their risk tolerance and long-term goals.

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Good Financial Cents

SEPTEMBER 29, 2022

Ad Build a portfolio through a unique investing experience. The trust holds and manages the properties, giving you a diversified portfolio. A downturn in the economy could lead to a decline in commercial real estate rents and property values. Build your portfolio alongside over a million other community members.

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Good Financial Cents

MARCH 20, 2023

With Fundrise, you can invest in a starter portfolio with as little as $500. Invest in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency Who It’s Best For: Fundrise is ideal for anyone who wants to gain exposure to the real estate market without having to do the work of a landlord.

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Nationwide Financial

JANUARY 11, 2023

But volatility can also highlight the importance of investors understanding their risk tolerance. Spells of downside volatility can present opportunities for financial professionals and investors to re-assess risk and reset portfolio allocations if warranted.

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Your Richest Life

JUNE 30, 2022

It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. What does that mean for your portfolio? Stocks Weather Down Economies. Both the markets and the economy will experience low points.

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Nationwide Financial

MARCH 1, 2023

Align client portfolios with their risk tolerance and time horizon. The current market environment offers a unique window for adjusting clients’ portfolio allocations. But as clients get closer to retirement, bonds can act as a stabilizer in a portfolio against the variability of stock returns.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Economies and markets fluctuate.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Economies and markets fluctuate.

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Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Commodity price increases aren’t uniform.

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The Irrelevant Investor

AUGUST 17, 2021

I'm taking more risks in an area of my portfolio that I would prefer to have no risk. But I'm not taking even more risks with areas of my portfolio that are already at risk. People have different goals, risk tolerances, and time frames that are not impacted by macroeconomic forces.

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Nationwide Financial

DECEMBER 7, 2022

A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Many near-retirees see their highest portfolio values just before retirement. For people nearing retirement, these challenges can be even more daunting.

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MainStreet Financial Planning

MAY 26, 2023

While it can lead to short-term market volatility, it is important to remember that the economy and financial markets have proven resilient over time. This might include diversifying your investments across different asset classes or seeking professional advice to ensure your portfolio is aligned with your risk tolerance and objectives.

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The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? Tell us a little bit about the giant portfolio of companies you guys are managing.

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Investing Caffeine

JUNE 3, 2024

most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. On the flip side, during 2022, the economy was firing on all cylinders. Short-term news cycle headlines shouldn’t drive portfolio decision-making, but rather your personal objectives, goals, and risk tolerance.

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Nationwide Financial

JUNE 28, 2023

Still, policy easing and lower interest rates aren’t likely on the Fed’s radar until 2024, even if the economy slips into a moderate recession. Leading indicators for the economy still strongly point to a forthcoming slowdown. That may turn out to be the final increase of this cycle.

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Talon Wealth

MARCH 22, 2022

Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. While war is never a welcome headline, the primary risk to the US economy right now remains inflation. Overall, the economy is still recovering well from pandemic lockdowns. Chart of the Week.

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Talon Wealth

AUGUST 30, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and production capacity, are eating into productivity. In addition to macroeconomic factors, rising COVID infections also risk slowing economic progress. Chart of the Week. Joel Greenblatt.

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Talon Wealth

SEPTEMBER 20, 2021

Another potential macroeconomic problem is emerging, as the large Chinese property developer Evergrande threatens to unsettle debt markets and potentially threatens the Chinese economy. In addition to macroeconomic factors, high COVID infections also risk slowing economic progress. Chart of the Week. Invest for the long haul.

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Talon Wealth

MARCH 15, 2022

While war is never a welcome headline, the primary risk to the US economy right now remains inflation. Overall, the economy is still recovering well from pandemic lockdowns. The biggest threat to the economy remains inflation, and the Fed now appears to be taking the threat more seriously. Chart of the Week. Commodities.

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Talon Wealth

JULY 19, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks eating into productivity. Markets were mostly negative this week as investors continue to assess the state of the global economy. Chart of the Week. FormulaFolios Indicators. The Week Ahead.

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Talon Wealth

SEPTEMBER 14, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and limited production capacity, are eating into productivity. Equity markets were mostly negative this week as investors continue to assess the state of the global economy. Chart of the Week.

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Darrow Wealth Management

MARCH 28, 2022

But if you give yourself enough of a margin for the uncontrollable, with other adjustments, you can work to control the impact the economy has on your retirement plans. Bonds are the ballast in many portfolios and exposure to fixed income is often essential during market downturns. So many things to say here. Consider U.S.

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Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. You certainly can, and should, take advantage of the AI revolution in your investment portfolio to support your retirement goals, but successful investing requires more than that.

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Park Place Financial

APRIL 26, 2022

Concentrating Your Portfolio. As you prepare for retirement, you may think it’s prudent to adjust your portfolio so that you’re investing more in bonds and less in stocks. Depending on your financial situation, it may still be important to keep a diversified portfolio to help protect against the inevitable ups and downs in the economy.

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Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification.

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WiserAdvisor

FEBRUARY 2, 2023

An economy in a recession may experience unemployment, job losses, business closures, declining incomes, low trade, industrial activity, etc. Recessions are typically short-term economic downturns, and the economy is likely to recover eventually. Further, it is crucial to diversify your portfolio.

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WiserAdvisor

MARCH 2, 2023

As the world continues to recover from the pandemic and economies stabilize, the investment landscape is evolving rapidly. Create a diversified investment portfolio to reduce risk and enhance your returns A sum as large as a million dollars can offer you a comfortable start to diversify your portfolio.

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Good Financial Cents

NOVEMBER 14, 2022

Warren took it one step further, once betting hedge fund manager Ted Seides $1 million that an index fund would outperform a portfolio of hedge funds over the next ten years. Let’s look at how the S&P 500 works, along with some pros and cons of investing in the S&P 500, so you can make a more informed decision for YOUR portfolio.

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Clever Girl Finance

OCTOBER 17, 2023

These funds aim to mirror the returns of an index like the S&P 500 , Dow Jones Industrial Average , or the Nasdaq Composite by holding a portfolio of securities that resembles the composition of that index. Risk tolerance Assess how much risk you’re willing to take and how risk averse you are.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Risk Tolerance: What is your asset allocation? This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. Will Vladimir Putin use nuclear weapons in Ukraine? What is going to happen with the Debt Ceiling deadline and will the U.S.

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The Irrelevant Investor

FEBRUARY 25, 2020

What if the virus continues to spread, what if it brings the global economy to a grinding halt, and what if the stock market crashes? The table below gives a breakdown of what sort of losses you can expect to take at different levels of risk. The most important thing for investors is to have their risk tolerance properly calibrated.

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