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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

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From Emotion To Logic: 6 Questions To Help Clients Navigate Market-Related Fears Productively

Nerd's Eye View

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. Read More.

Clients 233
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From Emotion To Logic: 6 Questions To Help Clients Work Through Market-Related Fears Productively

Nerd's Eye View

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. Read More.

Clients 233
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Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Nerd's Eye View

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 147
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How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?

Nerd's Eye View

These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Beyond market variables, clients bring their own behaviors and preferences into play. However, for many advisors, using these assumptions isn't always comfortable.

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The Data on Active Large Cap Underperformance

The Big Picture

The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try. But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? Africa , and Australia.

Portfolio 302
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Using Trading Volume to Optimize Portfolio Construction and Implementation

Alpha Architect

They then demonstrated how this model can be used to construct a portfolio that outperforms a traditional market-cap weighted portfolio. Using Trading Volume to Optimize Portfolio Construction and Implementation was originally published at Alpha Architect.

Portfolio 133