XY Planning Network

NOVEMBER 27, 2023

The beauty of our approach—building investment strategies based on academic research and rebalancing back to the target risk tolerance as markets move—is that we can find comfort in these times by revisiting the core tenets of our belief systems.

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Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Investing money for beginners doesn't have to be hard either!

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A Wealth of Common Sense

JULY 13, 2023

A reader asks: I am a 34-year-old with a high risk tolerance. All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc.

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Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

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Nationwide Financial

OCTOBER 12, 2022

What investments do well in bear markets? These are traditionally safe and conservative investments where values don’t fluctuate much. A bear market may reveal to investors that they are over-exposed to more risk than they are comfortable with. As panic moves the cycle faster, a bear market becomes more likely. Conclusion.

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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. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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Carson Wealth

OCTOBER 6, 2023

Welcome to the exciting (and often rewarding) world of investing! Whether you’re looking for information to help you get started, or you simply want a refresher on the basics of investing, this guide will prove useful. Investing can be an important way to help you define and find your freedom.

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International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. 19% if fully invested throughout the year). And yet a $100,000 investment in the S&P would be worth just shy of $700,000 today. It’s a pretty solid response.

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WiserAdvisor

MARCH 30, 2023

With the several investment strategies available to us, choosing one that suits your unique investment objectives can be confusing. A goal-based investing approach is one such strategy. Consider consulting with a professional financial advisor who can help you understand whether a goal-based investing approach is right for you.

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Clever Girl Finance

SEPTEMBER 11, 2023

Diversifying includes broadening your investment portfolio to include highly liquid investments. Highly liquid investments 101 Why are highly liquid investments important? What is the most liquid investment? What is liquid vs non liquid investments? Are liquid investments better?

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Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. We believe that the first step in designing a long-term strategic asset allocation should always be taking the time to understand a client’s return objectives, risk tolerances and liquidity preferences. RISK AND RETURN.

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Validea

AUGUST 14, 2023

In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them.

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Don Connelly & Associates

APRIL 8, 2024

If it's like the last couple of elections, financial advisors are sure to see some clients wringing their hands over which candidate will win the White House and how that will impact the financial markets and their investments. The post Should FAs Allow Clients’ Political Opinions to Influence Their Investment Decisions?

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Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." nytimes.com) Investing Are older investors now too exposed to the stock market? morningstar.com) On average, people overestimate their risk tolerance.

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Nationwide Financial

JANUARY 11, 2023

But volatility can also highlight the importance of investors understanding their risk tolerance. Spells of downside volatility can present opportunities for financial professionals and investors to re-assess risk and reset portfolio allocations if warranted.

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Advisor Perspectives

JANUARY 27, 2024

Registered investment advisors have long leaned on the 60% equities/40% fixed income portfolio structure. While it’s not perfect, it has served clients well, broadly speaking.

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Yardley Wealth Management

DECEMBER 9, 2022

The post Should I Invest Differently This Time? Should I Invest Differently This Time? The post Should I Invest Differently This Time? appeared first on Yardley Wealth Management, LLC. Rebalance it, don’t change, and don’t try to time things with the market. appeared first on Yardley Wealth Management, LLC.

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Carson Wealth

MARCH 7, 2024

Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. The money you invest now will become your “paycheck” in retirement. Should I invest in a Roth IRA or a Traditional IRA? Personally, I think Roth IRAs are better for younger people just getting into investing.

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Nerd's Eye View

JUNE 2, 2023

Also in industry news this week: How Goldman Sachs’ RIA custodial platform is leveraging the resources of its parent company as it seeks to build momentum amidst a highly competitive environment among custodians How NASAA has changed the substance and/or scoring of the Series 63, 65, and 66 exams From there, we have several articles on college (..)

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International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

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Advisor Perspectives

JULY 25, 2023

To find the best stocks to invest in, there are more than 19,000 stocks to pick from in the US and Canadian markets alone. Consequently, how is the individual self-directed investor able to find the best stocks to meet their goals objectives, and risk tolerances?

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

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Good Financial Cents

FEBRUARY 1, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. What Are The Best Investments With Guaranteed Returns?

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Don Connelly & Associates

APRIL 15, 2024

The post How to Educate Clients About the Importance of Investing Beyond Their 401(k) appeared first on Don Connelly & Associates. While deferred taxation in a 401k is great for capital accumulation, they will owe ordinary income taxes on their withdrawals, impacting their cash flow in a critical life stage.

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Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

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Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

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Fortune Financial

APRIL 13, 2022

For those willing to take risks with their portfolios, evolving technology means more innovative investment opportunities – a huge benefit to being on the forefront of new technologies. . If we assume that deep sea mining is the wave of the future, investors need to consider if this new industry is worth the risk.

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The Big Picture

SEPTEMBER 21, 2022

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months.

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Validea

AUGUST 23, 2023

Here is how Jack explains it (press the play button in the video below): Although this article can’t delve into every decision, it aims to shed light on the discretion exercised in constructing these models and formulating systematic investment strategies.

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Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. But does that mean they are safe for you to invest your money? No investment is completely risk-free, so it’s important to do your own research before investing any money.

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Good Financial Cents

DECEMBER 13, 2022

But where should you invest your $15,000? In the meantime, you’ll want to consider how much risk you’re willing to take to get a reasonable return. Table of Contents 16 Ways to Invest $15,000 in 2023. Auto-Pilot Investing. Invest in Fractional Shares. Invest in Crypto . Invest in Farmland .

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Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. wealthmanagement.com) Dynasty Financial Partners Why Schwab's ($SCHW) investment in Dynasty is notable. mikemelissinos.substack.com) On the difference between risk tolerance and risk perception.

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WiserAdvisor

MARCH 2, 2023

Investing an amount as big as a million dollars can be a big decision. As the world continues to recover from the pandemic and economies stabilize, the investment landscape is evolving rapidly. Here are some tips on where to invest 1 million dollars to ensure long-term financial security and stability.

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International College of Financial Planning

MARCH 13, 2023

Mutual funds have become a popular investment for individuals looking to grow their wealth and achieve their financial goals. Benefits of Investing in Mutual Funds in India Diversification: Investing in mutual funds offers diversification, reducing risk.

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