XY Planning Network

JUNE 27, 2022

5 MIN READ. Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Specialist. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is assigned to one Member Experience Specialist from

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Don Connelly & Associates

JUNE 27, 2022

Financial advisors play a vital role in helping clients achieve their most important financial goals. But where they really earn their fees is during times like these, when helping clients navigate the choppy waters of extreme market volatility. Clients look to their advisors to guide them through scary times and reassure them that everything will be okay.

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David Nelson

JUNE 27, 2022

By David Nelson, CFA Throughout history every war has seen periods where the fighting stops and weary soldiers get a chance to lay down their arms. For soldiers on the front lines the operational tempo of conflict forces them to live on the cutting edge and summon all their skills just to survive. Real soldiers of course risk their lives while Wall Street Soldiers risk only money.

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Cornerstone Financial Advisory

JUNE 27, 2022

Weekly Market Insights. Presented by Cornerstone Financial Advisory, LLC. Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns. The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index rose 7.49% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, edged 0.78% higher. 1,2,3.

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Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Financial Symmetry

JUNE 27, 2022

In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important … Continued. The post During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167 appeared first on Financial Symmetry, Inc.

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Darrow Wealth Management

JUNE 27, 2022

The United States currently represents 60% of the global equity market.¹ This means investors with an extreme home bias are ignoring 40% of the equity universe. In truth, doing so over the last 14.5 years would have worked out for you, but markets are cyclical, so it’s unlikely this lasts forever. There’s also a long history of throne-swapping between U.S. and international stocks (see chart).

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MainStreet Financial Planning

JUNE 27, 2022

“MainStreet Chalk Talk”. The MainStreet Financial Planning Discussion Club. When: Tuesday 7-19-22 at 730pm Eastern; 430pm Pacific. ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Email: Info@mainstreetplanning to get a copy. The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement.

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Random Roger's Retirement Planning

JUNE 27, 2022

Quite a few years years ago, like maybe 15, I wrote several posts about an idea for portfolio construction from Nassim Taleb where he said he put 90% of his money in T-bills from around the world and then put the remaining 10% in very aggressive holdings with great potential for asymmetric returns. If he had 10 names in the very aggressive tranche and one them was a 10-bagger while the others had some normal return dispersion then that one name that went up 10 fold could add 900 basis points of

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Random Roger's Retirement Planning

JUNE 27, 2022

A couple of thought provoking comments to consider. The first is from Nomadic Samuel who in a recent post on what I think is his quest to find the perfect portfolio said "When it comes to building portfolios that are prepared for every economic curveball thrown their way allocating assets in a balanced manner is crucial." It seems like he is looking for a static allocation, save for rebalancing, a sort of set and forget, again still rebalancing.

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