Yardley Wealth Management

AUGUST 20, 2024

Stay Informed, but Don’t Overreact: It’s important to stay informed about market developments and economic trends, but it’s equally important not to overreact to every piece of news or headline. Click here and contact us for more information.

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Darrow Wealth Management

FEBRUARY 9, 2025

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. Important disclosure This is a general communication for informational and educational purposes only. How much money do you need to live off dividends?

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A Wealth of Common Sense

JULY 17, 2025

But I was looking exclusively for portfolio management roles. I was working in the institutional investment management space, not wealth management. Obviously, investment management plays a huge role in the financial planning process but it’s certainly not the only thing advisors help their clients with.

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WiserAdvisor

JULY 9, 2025

You will need to research investments, monitor your portfolio regularly, stay updated on market changes, and do your taxes correctly. No professional expertise or guidance: The Internet has tons of information, and so do libraries. You can also use a robo-advisor for basic portfolio management at relatively low fees.

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Indigo Marketing Agency

MARCH 20, 2025

Right now, your clients dont just need portfolio management; they need perspective. Instead, scalable content marketing allows you to keep all your clients informed without spending all day answering emails. When clients feel informed, they feel confident. Thats where financial advisors come in! And thats okay.

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Harness Wealth

JANUARY 29, 2025

As a strategy, tax-loss harvesting is most effective for disciplined portfolio managers who carefully monitor portfolio performance and strategically reinvest in similar but not identical assets. This article should not be considered tax or legal advice and is provided for informational purposes only.

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Carson Wealth

JANUARY 28, 2025

Like portfolio management, there is a spectrum of risk appetite, and you need to consider where you are comfortable. 1] [link] The information in this article is provided by CWM, LLC. For example, it may be riskier to support a start-up nonprofit than an established organization.

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Random Roger's Retirement Planning

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? Maybe you trim a little for risk management but that is different than getting out completely.

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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. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.

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Random Roger's Retirement Planning

MAY 20, 2025

Portfolio managers have been using computer based screening forever so AI doesn't seem that different conceptually, all the better if AI screening is a big improvement over more common screening methods. That sentiment is similar to Bitcoin and the cryptos.

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Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. If you are an advisor, what are you doing to try to make it better for clients. If you're not trying, then what are you even doing? Tough but fair?

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Carson Wealth

DECEMBER 23, 2024

For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

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The Big Picture

JANUARY 21, 2025

Tell us a little bit about why you did that, which turned out to be the right call, and how you shared that information with your readers. I’d left the journal and I was working at Citi Groupers, director of financial education for the wealth management business. You went 95% into stocks. That’s exactly right.

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The Better Letter

JANUARY 2, 2025

Even the Fed itself, with more and better information than anyone, can’t predict what interest rates will do. William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. percent in 2024.

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Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments. It is for information and planning purposes only. This is a publication of Tobias Financial Advisors.

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Carson Wealth

APRIL 4, 2025

My colleague, Associate Portfolio Manager, Blake Anderson, who manages equity portfolios and focuses especially on the technology sector, says that Apple runs about 97% gross margins on its products, and 85-90% of production costs are Asia based. We just dont know how large and for how long.

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The Big Picture

APRIL 8, 2025

What’s your process for filtering out what’s just na noisy data that’s within the margin of error or, or just slightly beyond and genuine important market information. 00:42:35 [Speaker Changed] So this is the art, right? This is the art of all of it is separating the noise and the signal. I do not believe that.

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SEI

JULY 9, 2025

Anticipating your needs to arm you with advice and information. Our client portfolio managers explain how we deliver an outstanding client experience. Proactive, high-touch client experience: Communication and transparency. Proactive, high-touch client experience: Communication and transparency.

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Random Roger's Retirement Planning

MARCH 4, 2025

If someone is managing a model that has as many moving parts as Blackrock Target Allocation 60/40 and it's going well, no need to do something differently in my opinion but if you're your own portfolio manager, you don't need to mimic a 19 fund model.

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Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. So far, it’s been very informative.

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The Big Picture

MAY 20, 2025

What do you do with all of that information once you’ve documented a war crime in Ukraine? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? That it, it looks horrific.

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The Big Picture

APRIL 29, 2025

It, 00:15:29 [Speaker Changed] It, it was, I think he was being extra cautious given it that it was material non-public information and, and pretty significant information Gotcha. So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management.

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Wealth Management

JULY 15, 2025

Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

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The Big Picture

MAY 13, 2025

In fact, there was, subsequent to my leaving, there was a recent announcement that there is even another product that there’ll be more information on with partnering with Blackstone and Wellington, which is pretty exciting. I think you’ll see a lot more of that.

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The Big Picture

MARCH 25, 2025

It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfolio management. They always keep me informed as to, hey, we might be trying this big change. And there was really nothing off the shelf that suited our needs.

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Carson Wealth

APRIL 14, 2025

A Dash for Cash Instead, the rise in rates is likely due to portfolio managers at hedge funds liquidating positions. 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.

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The Big Picture

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. How do you get information? You can’t say the same for us large cap stocks.

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The Big Picture

MAY 6, 2025

And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. But I believe that certainly at this point in time, the human capacity to ingest a mosaic of information and to make the right decision is superior.

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Nerd's Eye View

JUNE 2, 2025

To submit a request for inclusion or updates on the Financial Advisor FinTech Solutions Map and AdvisorTech Directory, please share information on the solution at the AdvisorTech Map submission form. Zoe Financial has announced a $29.6M Read More.

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Wealth Management

MARCH 11, 2025

During this very informative and fun conversation., Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures.

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Random Roger's Retirement Planning

JUNE 14, 2024

The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

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Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.

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Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.

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Abnormal Returns

AUGUST 16, 2022

Credit Earnings calls provide information for credit analysts as well. institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? papers.ssrn.com) On the performance of private credit.

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The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

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A Wealth of Common Sense

NOVEMBER 28, 2022

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for disclosure information On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss covered call strategies in today’s (..)

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A Wealth of Common Sense

JANUARY 16, 2023

On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to (..)

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