Norman Marks
JUNE 16, 2022
The traditional definition of risk appetite is: The amount of risk an organization is willing to take in pursuit of objectives. This is a mouthful that makes little sense, especially when you try to come up with “an amount of risk”. Is that a bushel, a pound, a gallon, a million dollars, or what? Some […].
The Irrelevant Investor
JUNE 16, 2022
Over the last 40 years , only 8% of the 65 rate hikes were greater than 0.5%. Yesterday was one of them. They fed is aggressively raising rates in order to cool down destroy demand so that inflation will come down. Every asset class is impacted by inflation, but only one can call inflation its kryptonite, and that's bonds. Rising prices erode the value of your fixed coupons, and therefore, prices of existing bonds have to come down in order to get old rates to line up with new higher ones.
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Brown Advisory
JUNE 16, 2022
CIO Perspectives Webcast: A Soft Landing, or More Volatility Ahead? mhannan Thu, 06/16/2022 - 11:00 As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios.
Integrity Financial Planning
JUNE 16, 2022
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions. If you have a private pension, your pensions payments could be taxed at ordinary income rates.
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Brown Advisory
JUNE 16, 2022
Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We were fortunate enough to have Bill speak at one of our conferences in London (pre-Covid) and he is an exceptional human being.
Integrity Financial Planning
JUNE 16, 2022
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your retirement and tax situation. Age 50.
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Integrity Financial Planning
JUNE 16, 2022
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The value of currency and inflation affect us all, as we’ve seen recently at the gas pump and the grocery store. Here’s what we can learn about our present from the history of money. Inflation Then and Now.
Wealthfront
JUNE 16, 2022
A recession, commonly defined as two quarters in a row of shrinking gross domestic product (GDP), is generally considered bad news. Recessions cause real suffering, especially through rising unemployment and general financial uncertainty—so it’s normal to feel concerned about an economic slowdown and the impact it could have on you and your loved ones.
Mullooly Asset Management
JUNE 16, 2022
Successful long-term investors invest through bear markets and recessions, not around them. In this week’s video, Casey walks through our reasons for why we have so much conviction in long-term investing. Enduring short term market pain isn’t easy. But if you can handle these moves, the odds will work out over the next 3, 5, […].
Bell Investment Advisors
JUNE 16, 2022
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. You find yourself in your golden years in the enviable position of having more gold, so to speak, than you need in your lifetime. You could simply pass on whatever’s left to your kids and grandkids after you’re gone. But why wait?
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
The Better Letter
JUNE 16, 2022
I typically write TBL on Thursday evening. This Thursday evening is (was) my 43rd wedding anniversary. I married up in a big way. Forty-three wonderful years. Three children. Nine grandchildren. And I’m not able to finish this week’s TBL. I’ll get back to my series on making behavioral finance practical next week. I trust you will understand.
Integrity Financial Planning
JUNE 16, 2022
General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs are easily overlooked – but these expenses could be high. When creating your retirement budget, don’t forget to include these three expenses. Taxes: How Much Will You Pay in the Future?
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