Remove Marketing Remove Risk Tolerance Remove Taxes
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Adviser links: serving Boomers

Abnormal Returns

artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. riabiz.com) Risk tolerance Determining a client's risk tolerance is more complicated than having them fill out a questionnaire.

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A Beginner’s Guide to Market Investment Terms

Carson Wealth

Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation? It helps you balance risk and reward based on your goals and timeline. Bull Market A bull market is when prices rise steadily, usually 20% or higher from recent lows. It’s a key gauge of economic health.

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Market Drama

Zoe Financial

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. Tariffs impact: Proposed increases could raise the effective tax rate on U.S. imports from 2.3%

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

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. Taxes, fees, expenses, trading costs, etc. can all weigh on performance.

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Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice

Carson Wealth

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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At The Money: Are Hedge Fund Right For You?

The Big Picture

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?

Taxes 147
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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. It equals 12 months of income (methods can be trailing or forward expected) divided by the market price of the stock, bond, ETF, or mutual fund. What is a dividend yield? Yields can be deceptive, though.