Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. In this guest post, Robert Hum, a Managing Director and U.S. size, industry, location) of early mutual funds.

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Portfolio Clients Risk Tolerance Accounting 189

Darrow Wealth Management

MARCH 3, 2025

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. 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.

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Trade Brains

JUNE 6, 2025

They have the flexibility to respond to market conditions with their approach to allocation, balancing risk and reward. Flexibility: Managers can make changes in allocations with market conditions. Balanced Risk: Merges stability from large-caps with growth prospects of mid and small-caps. Why Opt for Multicap Funds?

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The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Are all answered in our conversation.

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Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

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Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

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Portfolio Risk Tolerance Accounting Taxes 105

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. Are you comfortable with your current risk level? So, what should retirees do right now? First and foremost, dont panic.

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BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Related: How to Determine Your Client’s Risk Capacity!

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WiserAdvisor

MAY 26, 2023

While no investment is entirely devoid of risk, and there is always some degree of threat to your money when you put it in the market, you can manage risk and protect your investments with some strategies. It is essential to choose investments that match your risk appetite to avoid unnecessary stress and surprises later.

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Your Richest Life

JANUARY 27, 2025

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. Active investing involves a hands-on approach to managing your portfolio. Transaction fees, management fees, and capital gains taxes can eat into your returns. of professionally managed portfolios in the U.S.

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Investments Investing Risk Tolerance Portfolio 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.

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Retirement Asset Allocation Taxes Portfolio 85

Random Roger's Retirement Planning

MAY 19, 2025

Swensen was the long time manager of the Yale Endowment and anything you might find about how the endowment was allocated under Swensen probably won't look very simple but he was a big advocate of simplicity for individual investors. Here's how Portfoliovisualizer builds a simple Swensen portfolio. And plugging into Testfol.io

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Integrity Financial Planning

OCTOBER 9, 2023

But no matter if you’re considering wealth growth or income generation, your investment decisions will involve calculations around your risk tolerance and unique goals as well. An investment portfolio focused on income generation has unique qualities, goals, and risks. [1] What is an Income-Generation Investment Strategy?

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Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

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BlueMind

SEPTEMBER 11, 2022

However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.

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Risk Tolerance Clients Portfolio Investments 98

The Chicago Financial Planner

FEBRUARY 5, 2022

Any investment strategy that does not incorporate your goals, time horizon, and risk tolerance is flawed. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. Take stock of where you are.

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Investments Investing Financial Planner Risk Tolerance 184

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.

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Investments Investing Risk Tolerance Asset Allocation 52

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. By assigning clear purposes and timelines to each bucket, you help minimize behavioral risks like selling assets during market dips with the goal of helping your investments align with your priorities. What Is Bucketing?

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Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations.

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Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Brown Advisory

SEPTEMBER 6, 2022

When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Step two is developing capital market assumptions against which to model portfolios with different mixes of asset classes. 70–90% vs. 80%).

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Asset Allocation Assets Investments Investing 98

The Chicago Financial Planner

NOVEMBER 8, 2021

This is the time to review your portfolio allocation and rebalance if needed. Manage your portfolio with an eye towards downside risk. Manage your portfolio with and eye towards downside risk. This might have been their own doing or the result of poor financial advice. Click To Tweet.

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The Big Picture

SEPTEMBER 18, 2024

That that’s not a great way to work your way through your financial life Barry Ritholtz : So let’s tie this together given the difference between the pursuit of happiness and the pursuit of contentment what does this mean for how investors should think about pursuing gains in their portfolios.

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WiserAdvisor

MAY 29, 2025

Its a great way to invest in strong performers while maintaining balance in your portfolio. Tip #3: Identify investment strategies to build long-term wealth Building long-term wealth requires identifying investment strategies that align with your goals, risk tolerance, and timeline.

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WiserAdvisor

AUGUST 26, 2022

When it comes to money management, there are a lot of different schools of thought. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. Money management and financial planning are the first steps when DIYing your finances.

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. Personal Capital to the rescue.

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WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.

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Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Robo-advisors, in particular, have democratized investment management.

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Investments Investing Commission Risk Tolerance 94

Integrity Financial Planning

JUNE 7, 2023

1] What are Your Investment Goals and Risk Tolerance When selecting investments for your IRA, consider your investment goals and risk tolerance. If you are younger, you may be able to take more risks because you have a longer time horizon to earn back potential gains and receive more income in the future.

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WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. Rebalancing is a critical step that can help you optimize your portfolio’s performance. This helps you maintain a risk profile that resonates with your financial goals.

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Carson Wealth

MARCH 21, 2025

An endowment is a portfolio of assets that is invested to provide support for a cause. Donations to endowment funds are tax-deductible, giving them a place in your overall financial management and tax plan. Managing a Charitable Endowment Fund Once an endowment is established, it must be maintained. What Is an Endowment?

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Distribution Nonprofit Government Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

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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. Read more to learn about asset allocation and how it can impact your portfolio.

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WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks.

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Truemind Capital

APRIL 5, 2024

One should always be ready for unexpected outcomes and prepare a portfolio that can handle uncertainties. In investments, having too high a return expectation with a lesser ability to take risks can disrupt your game. Having a very low-risk tolerance can compromise achieving decent returns.

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WiserAdvisor

JUNE 4, 2025

They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

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Random Roger's Retirement Planning

MARCH 22, 2025

Maybe Tim Cook or Jensen Huang will do stupid things in the future that hurts their stocks but the risk that their behavior blows up those stocks isn't really on the table. I also owned the name for a couple of more risk tolerant clients. How much do managed futures return? To me, that was a great mix of attributes.

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Investing Investments Risk Tolerance Management 59

International College of Financial Planning

AUGUST 31, 2023

This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. However, diversifying your investment portfolio can help reduce your overall investment risk.

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