Random Roger's Retirement Planning

SEPTEMBER 13, 2022

The solution for this reality is having the correct asset allocation and accounting for sequence of return risk with some sort of position in cash or cash proxies (things that can't go down in price). It doesn’t matter." It's a funny coincidence since this has come up a couple of times here over the last few weeks. September 7th.

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Validea

JULY 26, 2023

Of course, all these things matter and play an important role, but for most of us who invest I would argue it’s the power of compounding over long periods of time that is the most powerful force in building wealth. As they say, time in the market is far more important than trying to time the market.

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Validea

JULY 26, 2023

Of course, all these things matter and play an important role, but for most of us who invest I would argue it’s the power of compounding over long periods of time that is the most powerful force in building wealth. As they say, time in the market is far more important than trying to time the market.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. Two reasons.

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Random Roger's Retirement Planning

JULY 27, 2022

In my ongoing quest to redefine portfolio construction, I've mentioned labeling asset classes based on their attributes versus just their proper names like growth which could include more than just equities or inflation protected which could include more than just TIPS and so on. This brings us to today and new thought I had about this.

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Random Roger's Retirement Planning

NOVEMBER 8, 2023

Obviously he's built a business on what he believes is a superior version but if you play around with this on something like portfolio visualizer and try to stick close to the exposures and weightings, it really isn't going to perform like the the typical 60/40 portfolio. He monitors a huge universe of managers and allocates accordingly.

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Fortune Financial

SEPTEMBER 29, 2022

While returns are important to overall growth, having the discipline to contribute on a regular basis over many years along with a well-diversified portfolio plays a more critical role in achieving a positive result. . This cycle can repeat itself over multiple years, resulting in minimal or no retirement savings.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Buckminster Fuller. Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times.

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The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

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Random Roger's Retirement Planning

JUNE 30, 2022

It is perfectly valid to stick with plain vanilla stock and bond exposure. That, combined with an adequate savings rate, suitable asset allocation and the wherewithal to avoid panic will probably get the job done. I want to start with the comments on the article. So there's a lot to dissect here.

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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.

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Truemind Capital

MARCH 20, 2020

Not knowing how to value assets. Not understanding the role & importance of tactical asset allocation (overweight debt in euphoric times and overweight equity in a time of acute pessimism) in creating superior returns over the long term. But interestingly, very few implement this strategy.

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The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:07 [Barry Ritholtz] This week on the podcast, I have an extra special guest. Michael Fish is co-founder and CEO of American Securities.

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Fortune Financial

FEBRUARY 28, 2023

Thinking about the amount of savings needed for a financially secure retirement can be overwhelming when you think about the unknowns. Unknown global markets and volatility could erode retirement accounts. Questions surrounding our future standard of living with no further job-related earnings coming in. What Is A Health Savings Account?

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. If you can secure a return of 10% over that time, you’ll end the 20 years with $201,825. But where should you invest your $30,000? Index Funds .

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Gen Y Planning

OCTOBER 13, 2023

Whatever you’re thinking, it’s important to plan ahead financially. The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. During your career, you’re in accumulation mode.

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Clever Girl Finance

MAY 20, 2021

One of the simplest methods is the cash system , where you pay for everything in cash by allocating different amounts of money to certain parts of the budget. Once you define your budget, stick to it. Contribute to your retirement fund When it comes to how to build wealth in your 20s, saving for retirement is extremely important.

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Brown Advisory

AUGUST 14, 2023

As bottom-up investors, maximising idiosyncratic stock-specific risk is one of the core reasons for our weekly capital allocation meeting. As bottom-up investors, maximising idiosyncratic stock-specific risk is one of the core reasons for our weekly capital allocation meeting.

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Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Meanwhile, we continue to focus on security selection. the broad markets are largely efficient.

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Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Meanwhile, we continue to focus on security selection. the broad markets are largely efficient. Big Balance Sheet.

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Brown Advisory

APRIL 1, 2016

Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. Volatility has returned to the capital markets in recent months. The lack of clarity around U.S.

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WiserAdvisor

AUGUST 18, 2022

Compare different mutual funds based on their returns, exit loads, asset allocation, standard deviation, expense ratios, portfolios, management style, Sharpe ratios, and more. Since the financial needs and preferences of each investor differ, it is important that comprehensive investment analysis is carried out.

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WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. This article will explore how often to rebalance your 401(k). Need a financial advisor?

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The Big Picture

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. Ted Seides has a fascinating career in allocating capital, both on an institutional basis and as an academic, theoretical, philosophical approach. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

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Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. Outlook for 2019 | The Measure of All Things. Fri, 02/15/2019 - 09:12. The discussion, unfortunately, was timely given the market volatility we experienced last year.

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WiserAdvisor

DECEMBER 29, 2022

While wealth may not be the most important thing in life, it does affect everything that is. Moreover, while you may have an income flowing in from a job or a business, it is also important to look for other income sources. Therefore, earning money and saving it for all your future use is significant for all people.

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Brown Advisory

AUGUST 24, 2017

Contrary to the highly publicized booms and busts of some real estate segments, most private real estate investments offer many risk-mitigating benefits to investors, such as low correlation with core asset classes, long-term protection against inflation, income generation and—yes—low volatility over time. Thu, 08/24/2017 - 15:12.

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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

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The Big Picture

JUNE 7, 2023

So I think one theme is that allocators are becoming more sophisticated about the return quality that they are receiving and what they’re willing to pay for. So I think one theme is that allocators are becoming more sophisticated about the return quality that they are receiving and what they’re willing to pay for.

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The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management.   The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm runs about $34 billion. What is that?

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The Big Picture

MAY 8, 2024

His team manages about 8 billion in client assets. APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? If so, you are the victim of closet indexing.

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The Irrelevant Investor

SEPTEMBER 19, 2015

I'm a big fan of the Alpha Architect team. What really struck me when I first met these guys is how knowledgable, yet humble they are. Like many quants, they understand the limitations of the human brain, which has led them on their search for evidence-based investing. If you liked Quantitative Value , you're going to love DIY Financial Advisor.

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The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. I’m Barry Ritholtz. Tom joined Vanguard back in 1988.

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Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. It’s remarkable how far the markets have come in the five years since then. Not only have U.S. Possible Signs.

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The Better Letter

OCTOBER 5, 2023

TBL is back, baby. Many thanks to all of you who reached out during my hiatus. Yes, I’m fine. I hurt my Achilles playing pickle ball but, really, I’m fine. However, a lot gone on since we were last together. My lovely bride and I packed up our home of 28 years and moved 2636 miles to where we bought and moved into a new house.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. She wants to know exactly when this, that and the other thing happens, what does it mean for this segment of the market? Maria Vassalou.

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The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Wellington’s a fascinating company.

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