Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 9% this week, now down ~1314% YTD. Earnings risk: Public companies may adjust profit forecasts if tariffs are enforced.

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The Big Picture

DECEMBER 30, 2024

It is, instead, an important individualized effort to achieve some predetermined financial goal by balancing ones risk-tolerance level with the desire to enhance capital wealth. Market timing generally doesnt work. Better to be approximately right than precisely wrong. Take the long view. Stick to your plan.

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Nerd's Eye View

JUNE 5, 2023

This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift in the platform’s core function (given that Riskalyze’s risk tolerance tool was always (..)

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The Big Picture

OCTOBER 14, 2022

There’s nothing like confusing market action to send people into narrative creation overdrive. Yesterday’s 2% collapse on hotter-than-expected CPI data, followed by ~5% recovery to finish the day up more than 2% is a perfect example of random market action begetting endless explanations. What was the takeaway from CPI?

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The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

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Nerd's Eye View

MAY 8, 2024

Over the years, 2 types of measurement tools have emerged as the standards for assessing risk tolerance: 1) psychometric tests, which feature a series of questions (such as, "What amount of risk do you feel you have taken with past financial decisions?")

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WiserAdvisor

MAY 26, 2023

Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. A financial advisor can help you understand your investment risk tolerance.

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Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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Advisor Perspectives

SEPTEMBER 18, 2024

A client recently refused to complete my risk tolerance questionnaire. After looking through our instrument, with its fairly standard hypotheticals about market movements and portfolio returns, they said, “That’s not how I think about risk.”

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Tobias Financial

APRIL 14, 2025

Market downturns can bring uncertainty, and with recent headlines about tariffs and economic shifts, you may be wondering whats next. Just weeks ago, analysts were predicting continued market growth, and now, concerns about global trade and economic conditions are leading to increased volatility.

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Darrow Wealth Management

MARCH 3, 2025

For example, stocks are categorized by sectors, region, market capitalization, style, etc. The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Both of these help investors stay the course during market downturns. Morgan Asset Management.

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XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

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Inside Information

JUNE 25, 2024

For more years than I’d care to name, I’ve been trying to put my finger on exactly why I have a such a huge problem with the traditional (Think: Riskalyze, now Nitrogen) risk tolerance assessments in the financial planning profession. But in the preamble to the white paper, nebo’s authors directly address the thing I had been missing.

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Nerd's Eye View

MAY 29, 2023

When Ryan first opened his firm after 15 years in the nuclear power industry, and only a few months working as an advisor, he marketed himself to the broadest range of potential clients possible, using generic marketing and content creation. Ryan’s first step was to redesign his website. Read More.

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Nerd's Eye View

MARCH 20, 2024

decreasing withdrawals if market returns are weak and the probability of success falls, or vice versa), making them somewhat less useful for ongoing planning engagements where an advisor could recommend spending changes if they become necessary. Read More.

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Nationwide Financial

OCTOBER 12, 2022

Investors now have a lot on their minds — inflation, market volatility, worries about a potential recession, etc. The possibility of a bear market for stocks adds even more stress for investors. What do “bear” and “bull” mean in the stock market? A bear market is typically defined as a 20% decline from peak to trough.

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Wealth Management

SEPTEMBER 6, 2022

Stress testing is a dynamic and powerful tool for measuring and explaining the risks associated with potential market events.

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Yardley Wealth Management

SEPTEMBER 10, 2024

This balance can help you withstand different market conditions and increase the likelihood of long-term growth. Although short-term market fluctuations are unavoidable, focusing on long-term trends can help you avoid emotional, impulsive decisions. Resist the urge to time the market or chase popular trends.

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Nerd's Eye View

NOVEMBER 7, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails.

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Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Validea

APRIL 4, 2025

The recent market sell-off, driven by rising tariff concerns and economic uncertainty, has significantly impacted retail and consumer-facing stocks. SHOO) : Footwear designer and marketer, currently paying a dividend yield of 3.6%. While these declines have rattled many investors, they have also created attractive opportunities.

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Advisor Perspectives

MAY 19, 2025

As markets rebound from a brief but sharp correction, Journey’s investment team reflects on the impact of tariffs, global diversification, and the evolving role of alternatives in investor portfolios.

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The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop. Review and rebalance .

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Tobias Financial

APRIL 8, 2025

Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. 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.

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Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. size, industry, location) of early mutual funds. Specifically, 'high-quality' companies share several similar fundamental characteristics.

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Carson Wealth

JANUARY 8, 2025

They consider your current financial situation, risk tolerance, and future objectives to help develop a comprehensive plan. Behavioral Guidance and Emotional Support Investing often involves emotional decision-making, which can lead to impulsive actions during market volatility.

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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. They spend time researching undervalued or up-and-coming investment opportunities, and watch the markets closely. Oftentimes, the goal with active investing is to time (and beat) the market. What is passive investing?

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Tobias Financial

MAY 13, 2025

With constant headlines about market swings, economic policy changes, and financial uncertainty, its easy to feel overwhelmed. Having an experienced financial advisor by your side can help you stay grounded in your plan, even when markets feel anything but steady. Your financial plan is designed for the long term.

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Trade Brains

JUNE 13, 2025

Selecting the proper strategy depends on your investment goals, current market conditions and whether you have the discipline to invest regularly. This helps to create discipline by spreading out your investment over time, in both good and bad markets. The market is unstable or uncertain and you are not sure on timing.

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The Big Picture

FEBRUARY 5, 2025

Ted Seides : The original premise of hedge funds was to deliver an equity-like return in marketable securities with less risk than the equity markets. So literally hedged funds, a fund that had some hedging component that would reduce risk. Barry, what you just described describes markets. Why hedge funds?

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Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. Suppose they made emotional investment decisions during the market volatility of 2022.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market. The indicator says that a win by a team from the old pre-merger NFL is bullish for the stock market, while a win by a team from the old AFL is a bad sign for the markets. Rams) won in 2000 and the market dropped.

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Integrity Financial Planning

SEPTEMBER 26, 2022

What Can We Expect from the Markets? We might see sustained inflation, more market volatility, and an overall tighter economy. When markets were smooth sailing, it may have felt easy to put your retirement finances on autopilot and watch them grow. Why Meet with a Financial Advisor?

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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. 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. All of my investment accounts are 100% invested in stocks.

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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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Clever Girl Finance

MARCH 14, 2023

At the same time, you lower your exposure to the risks of each. Understand what risk tolerance means for you Investing in securities like stocks and mutual funds is risky. Luckily, there are ways to lower your risk (in addition to diversification) when investing while still growing portfolio income.

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Tobias Financial

MARCH 16, 2025

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. To guide your review, heres a checklist covering over 25 important considerations.

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