Nationwide Financial

APRIL 26, 2023

economy may head in the coming months. when the differences in yields are minor), there’s less anxiety about the economy. Credit markets may be underpricing the risk of a recession; however, more substantial corporate balance sheets and better-than-expected earnings may also be soothing investors’ nerves. is decelerating.

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Nationwide Financial

MARCH 24, 2023

Volatility can highlight the importance of working with your clients to understand their own risk tolerance. However, the market can be volatile and it can be challenging to navigate the ups and downs of the economy while trying to save for college, even with a plan. Should I cash-out my 529 plan?

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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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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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Integrity Financial Planning

JUNE 15, 2022

Brian discusses our current economy and shares what some of his clients have been doing about it. What is your risk tolerance score and how well are your investments aligned with that? With interest rates up and the stock market down , what’s the silver lining?

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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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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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Your Richest Life

JUNE 30, 2022

Stocks Weather Down Economies. Both the markets and the economy will experience low points. The way you set up your portfolio should reflect your risk tolerance and goals, and be revisited once or twice annually to make sure it’s still on track. . That’s why it’s so important to have a well-balanced portfolio.

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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. In a diversified portfolio that that takes account of your risk tolerance, we strongly believe low-cost, tax-efficient, long-term investing is the best way to create your retirement masterpiece.

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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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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. But you need to know how to prepare for a recession and still thrive financially.

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Nationwide Financial

DECEMBER 7, 2022

Maintaining an appropriate asset allocation for an investor’s specific goals and risk tolerance is critical for long-term success. Different cycles of growth and inflation over time tend to favor other asset classes.

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Nationwide Financial

MAY 10, 2023

Investors should refrain from trying to time the turnaround for small-cap stocks but rather incorporate the asset class as suitable for their risk tolerance to participate in long-term opportunities for growth. The post Small caps: Near-term risks vs. long-term potential appeared first on Nationwide Financial.

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The Irrelevant Investor

AUGUST 17, 2021

People have different goals, risk tolerances, and time frames that are not impacted by macroeconomic forces. Interest rates might be the most important variable in the economy, but there are plenty of other factors that people consider when it comes to investing.

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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. Before you start investing, it is essential to also know your investment goals and risk tolerance. How much risk are you willing to take? Reports suggest that there are approximately 5.3

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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

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

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

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

AUGUST 16, 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. Equity markets were mixed this week as investors continue to assess the state of the global economy. Chart of the Week. Joel Greenblatt.

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Clever Girl Finance

OCTOBER 17, 2023

Things to think about when selecting an index fund While low cost is one factor to consider, there are other things to consider when investing with index funds to ensure they align with your financial goals and risk tolerance: Investment goals Think about your goals and determine your investment objectives.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Risk Tolerance: What is your asset allocation? Will Vladimir Putin use nuclear weapons in Ukraine? What is going to happen with the Debt Ceiling deadline and will the U.S. default on its debt? Will AI (artificial intelligence) take all our jobs?

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The Irrelevant Investor

JULY 31, 2020

When somebody fills out a risk tolerance questionnaire, it's usually more a reflection of how the market is doing and less a reflection of how they actually respond to risk. I'm somewhat risk averse." The virus is spreading and the economy is in shambles. Stocks are doing well? "I I can handle volatility."

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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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Talon Wealth

AUGUST 9, 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. Equity markets were positive this week as investors continue to assess the state of the global economy. Chart of the Week.

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Talon Wealth

JULY 26, 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. Markets were mostly positive this week as investors continue to assess the state of the global economy. Chart of the Week.

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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.

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The Irrelevant Investor

MARCH 30, 2017

Some of the scenarios included: What if interest rates rise back to historical levels or above, with 10-year treasury rates at 5%, as a result of renewed growth in the US economy? I recently received an email about a piece of software that would allow us to stress test our portfolios. Think in dollar terms.

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WiserAdvisor

MARCH 19, 2024

They are characterized by rapid economic growth and increasing integration with the global economy. Emerging market economies represent the transition phase between developing and developed nations. However, it is essential to move cautiously, considering the inherent risks associated with investing in new and emerging economies.

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Talon Wealth

JULY 12, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns. Markets were mixed this week as investors continue to assess the state of the global economy. Demand is still low compared to early 2020, but as global economies are continuing to open up, oil consumption is recovering rapidly.

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Park Place Financial

APRIL 26, 2022

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. A qualified financial planner can help you make sound investment decisions that will match your risk tolerance and provide financial security during your retirement years.

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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. A recession is defined as a temporary period of economic downturn.

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WiserAdvisor

MARCH 22, 2024

Update regularly: Your financial situation and the economy will change as time passes by, so revisit your calculations regularly to adjust for new variables. Optimize your investments Ensure your investment portfolio is aligned with your risk tolerance and retirement timeline. Is saving 10% of your income enough?

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Yardley Wealth Management

MAY 29, 2020

So, while working longer is going to be more difficult with so many people out of work and the economy in free fall, you can’t magically get a better return or have more assets. Delaying Social Security is something that for most people will make a major difference in their standard of living in retirement.

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Fortune Financial

JANUARY 30, 2023

Most people will have several different jobs throughout their careers, and switching jobs is even more common in a volatile economy. Our industry-leading software will then identify your unique risk tolerance by analyzing your actual financial resources rather than generalized information.

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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? There is an amount of pain that you must be willing to bear per unit of risk. The table below gives a breakdown of what sort of losses you can expect to take at different levels of risk.

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Workable Wealth

JUNE 24, 2020

Each of these represent a different phase of the market and economy. . These market conditions happen when the economy is strong, there is a solid gross domestic product, decreased unemployment, and overall optimistic investor morale. . In bear markets, the economy tends to slow down along with a spike in unemployment numbers. .

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