The Big Picture

JANUARY 2, 2025

Not only do many investors pay attention to this guesswork, but some change their portfolios in response to them. I promise you will find it both entertaining and informative. This has proven to be an unproductive strategy. ” If you want to read more of the fun details, well, than order the book.

Banking 345

Banking Planning Economics Investments 345

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Carson Wealth

JULY 8, 2025

It can be designed to accentuate your best features, made in a color and style that will both please you and be appropriate for the occasion in which it will be worn. The same is true of investment portfolios. A personalized portfolio enables you to consider more than just what generally works for most people.

Portfolio 52

Portfolio Investing Investments Asset Allocation 52

The Big Picture

NOVEMBER 27, 2024

Investors should consider this when they create a portfolio. Never confuse opinion marketing with actual, useful information. ~~~ Give thanks this weekend! We rarely understand fully how each new event will impact all of the others that came before it and how the next events in time will affect what preceded it. Count your blessings.

Economy 196

Economy Retail Portfolio Assets 196

Random Roger's Retirement Planning

MARCH 15, 2025

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Random Roger's Retirement Planning

JULY 23, 2025

Below I pasted an exchange I had with Copilot about a portfolio consistent with what we often blog about. Evaluate the following investment portfolio and compare it to VBAIX. Evaluate the following investment portfolio and compare it to VBAIX. What adjustments can I make to enhance my portfolio? in QLEIX, 4.5%

Portfolio 59

Portfolio Assets Management Taxes 59

Random Roger's Retirement Planning

JULY 5, 2025

I wanted to have a little more fun with portfolio construction comprised of ETFs that " no one should use." Below, leverages up the Permanent Portfolio. Portfolio 1 just levers up the stocks, gold and bonds. Portfolios 1 and 2 lagged VBAIX over the backtested period but were quite a ways ahead of the PRPFX mutual fund.

Portfolio 59

Portfolio Taxes Assets Clients 59

Trade Brains

NOVEMBER 6, 2024

These companies manage profitable real estate portfolios across various sectors. Portfolio Diversification: Through REITs, investors gain exposure to various property types. Moreover, tracking market trends affecting commercial real estate helps investors make informed decisions and adjust their strategies accordingly.

Investing 98

Investing Investments Distribution Portfolio 98

The Big Picture

APRIL 28, 2025

History informs us that when US markets get slashed by 56%, it creates a very advantageous entry point into equities for fresh capital. See also Lazy Portfolios rolling returns. In October 2009, I called the move off the lows The Most Hated Rally in Wall Street History. In seven months, the S&P 500 had moved 57.5%

Risk Management 329

Risk Management Management Marketing Marketing 329

Random Roger's Retirement Planning

MARCH 12, 2025

Let's dig in some more on Permanent Portfolio quadrant style. Next is the allocation for the United States Sovereign Wealth Fund ETF that I made up a few days ago and next to that is my most recent attempt from November to recreate the Cockroach Portfolio which is managed by Mutiny Funds. That is a very specialized type of result.

Portfolio 59

Portfolio Taxes Numbers Assets 59

The Big Picture

DECEMBER 11, 2024

And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. How does that show up in our portfolios? Not only does that show up in our portfolios.

Food 144

Food Portfolio Management Marketing 144

Random Roger's Retirement Planning

MAY 28, 2025

Which portfolio result would you rather have? Portfolio 1 is the only choice. The Portfolio 1 has the same longer term result at the S&P 500 but with only 58% of the volatility. You can see just by looking that Portfolio 1 has actually taken a very different path to a similar result as the S&P 500. A little quiz.

Portfolio 59

Portfolio Taxes Numbers Investments 59

Carson Wealth

JANUARY 8, 2025

One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. This personalized approach can help you make financial decisions that are well-informed and strategically sound. Lets explore a few of these. The post Why Should I Hire a Financial Advisor?

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Nerd's Eye View

APRIL 16, 2025

For clients reaching out in distress, starting with facts may be counterproductive; when clients are overwhelmed, they may not be in a mindset to absorb information. Instead, allowing them to fully voice their fears can build trust and help them feel understood. Using mirroring language (e.g.,

Clients 229

Clients Financial Planning Financial Advice Portfolio 229

Random Roger's Retirement Planning

FEBRUARY 11, 2025

Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. Should a model portfolio have any sort of differentiation?

Portfolio 52

Portfolio Retail Taxes Clients 52

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Nerd's Eye View

APRIL 2, 2025

HiMaVs leverage the brain's natural preference for narrative and visual information by showing how a retirement income plan – such as a risk-based or guardrails-based strategy – would have fared during actual historical periods like the Great Depression, Stagflation of the 1970s, or the 2008 Global Financial Crisis.

Retirement 147

Retirement Clients Retirement Planning Marketing 147

Zoe Financial

JANUARY 28, 2025

A diversified portfolio of investments held for several years has historically proven to provide greater returns than those who try to jump in and out of the market at what they believe are the lows and highs. Disclosure: This material provided by Zoe Financial is for informational purposes only. Ready to Grow Your Wealth?

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Wealth Management

JUNE 20, 2025

Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. “We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Yardley Wealth Management

AUGUST 20, 2024

Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments. A well-diversified portfolio can help cushion the blow during periods of volatility and provide a more stable foundation for your long-term financial goals.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job. Remember, markets move.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Your Richest Life

JANUARY 27, 2025

Active investing involves a hands-on approach to managing your portfolio. If you are a skilled investor and well-versed in market fluctuations, you may be able to capitalize on quick opportunities, or sell off a security before your portfolio takes a hit. It also means that when the market is down, your portfolio may be down with it.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Carson Wealth

JULY 16, 2025

This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. This glossary breaks down the key types, their risks, and when and why they belong in your portfolio.

Investing 52

Investing Investments Marketing Marketing 52

Carson Wealth

MARCH 17, 2025

Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Could we really have three bear markets in only half a decade? What Should You Do?

Marketing 84

Marketing Marketing Economy Portfolio 84

WiserAdvisor

JULY 9, 2025

Many people have managed their own investment portfolios and have seen great results. You make all the decisions, choose the funds or stocks you are interested in, and build your financial portfolio solo. If you want to review your portfolio during your lunch break, go ahead! And honestly, you are not entirely wrong. No problem!

Financial Advisor 59

Financial Advisor Investing Investments Asset Allocation 59

Midstream Marketing

OCTOBER 30, 2024

Platforms such as LinkedIn, Twitter, and Facebook let advisors share useful information. Content Marketing Create valuable, informative content that addresses the needs and concerns of your target audience. When telling clients about performance data, registered investment advisors (RIAs) should give clear and accurate information.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Wealth Management

JUNE 25, 2025

You can customize it and get all the data that you need, so you’re not entering the same information in multiple places. Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. You can go in and put data where you need it. JY: I would underscore that point.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Carson Wealth

APRIL 21, 2025

Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Its incredible that the countrys chief central banker is saying this.

Marketing 78

Marketing Marketing Economy Economics 78

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This newsletter was written and produced by CWM, LLC. Compliance Case # 7521978.1._011325_C

Marketing 75

Marketing Marketing Economy Compliance 75

Investment Writing

APRIL 15, 2025

Heres why these six stocks are the portfolios biggest winners or losers for the quarter. This isnt the only correct way to write, but its the best way to write for online readers and readers suffering from information overload. Corporate earnings are likely to recover for three reasons. If not, then cut it.

Investing 59

Investing Investments Clients Communication 59

Trade Brains

NOVEMBER 3, 2024

These companies deliver exceptional financial performance while maintaining robust credit portfolios. Bajaj Finance’s comprehensive product portfolio caters to diverse customer segments, strengthening its market presence. Their risk assessment expertise contributes to portfolio quality management. Do you hold it?

Financial Services 59

Financial Services Risk Management Portfolio Distribution 59

Tobias Financial

APRIL 8, 2025

Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. If recent headlines have you feeling uneasy, now is the time to talk – not to make impulsive decisions, but to make informed ones.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Your Richest Life

NOVEMBER 1, 2024

However, these disturbances tend to be short-lived, and well-balanced portfolios can typically weather them just fine. For investors, understanding these dynamics is crucial for making informed decisions in election years. For more information on the services offered, contact Katie today. We are at a unique point in U.S.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Yardley Wealth Management

SEPTEMBER 10, 2024

Diversify Your Portfolio Diversification is key to successful retirement investing. By spreading your investments across various asset classes, sectors, and geographic regions, you can reduce your portfolio’s overall risk. It’s important to regularly review and rebalance your portfolio to maintain your desired level of risk and return.

Retirement 40

Retirement Risk Tolerance Investing Investments 40

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. If youre looking at your portfolio daily, the news may seem alarming at times.

Investing 52

Investing Investments Marketing Marketing 52

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.

Management 83

Management Taxes Estate Planning Asset Allocation 83