Random Roger's Retirement Planning

MAY 20, 2025

Portfolio managers have been using computer based screening forever so AI doesn't seem that different conceptually, all the better if AI screening is a big improvement over more common screening methods. That sentiment is similar to Bitcoin and the cryptos.

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Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. If you can buy it at 4500, that is buying low, regardless of whether it goes to 4000 before going back up.

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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. Robo-advisors, in particular, have democratized investment management. But they also offer their Wealth Management service for investors with at least $100,000 to invest.

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Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. Personal Capital’s Retirement Planner allows you to run numbers on your retirement to make sure that you will be prepared when the time comes.

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Random Roger's Retirement Planning

MARCH 4, 2025

If someone is managing a model that has as many moving parts as Blackrock Target Allocation 60/40 and it's going well, no need to do something differently in my opinion but if you're your own portfolio manager, you don't need to mimic a 19 fund model.

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Clever Girl Finance

SEPTEMBER 11, 2023

The Fidelity Learning Center features insights on investing, retirement planning, and other financial topics. Retirement planning tools Fidelity provides retirement planning tools , including calculators, educational content, and retirement income planning help.

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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Random Roger's Retirement Planning

FEBRUARY 25, 2023

Some number of the survey respondents were portfolio managers and 10% said they don't plan on ever retiring. That rhetorical question from a blog post last week, why would you retire from something you love to do ? If 4% only gets you $19,000 then yeah, that's a much bigger issue. Can you adjust to your nest egg?

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International College of Financial Planning

NOVEMBER 10, 2021

Some of the most popular ones include – Portfolio Management Course – There are several business schools and other institutions in India offering this and similar courses and it involves the basic and advanced concepts in the financial planning and management of portfolios for clients.

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Random Roger's Retirement Planning

JUNE 21, 2024

I think part of the process of ongoing portfolio management is to circle back to strategies, funds and correlation studies like we regularly do here. Aside from being fun, it is time well spent in search of the occasional idea that can be added to the portfolio.

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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Zoe Financial

FEBRUARY 21, 2023

Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs. CFAs also show accounting, economics, portfolio management, and security analysis knowledge.

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International College of Financial Planning

JANUARY 15, 2024

Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. It focuses on broadening a student’s skillset.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Usually, portfolio managers are one of two kinds: active or passive.

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International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

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International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

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International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. Some potential avenues include corporate Finance, investment banking, and portfolio management.

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WiserAdvisor

OCTOBER 5, 2022

Can the 80/20 rule be used for long-term investments and retirement planning? The 80/20 rule can be helpful when planning for retirement or the long term. This rule can be used in various contexts; however, investing experts caution against using it in portfolio management.

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Random Roger's Retirement Planning

JANUARY 22, 2024

If instead of bottoming out with what I think was a 33% decline, if it had instead been a 43% decline, then BTAL would have helped more by virtue of growing into a larger weight of the portfolio. Another portfolio management benefit comes if a client has an unexpected, relatively large cash need which happens every so often.

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International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

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Trade Brains

DECEMBER 7, 2023

In this course, you will learn ways to save on expenses, how taxes & retirement accounts work, life insurance, credit cards, portfolio management, interest rates, bonds, how global economics works, risk management, stock investing rules and how much you need to retire? You can enroll in the course here.

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Random Roger's Retirement Planning

APRIL 7, 2024

Some portfolio managers might very well be constrained that they have to own bonds, chances are you are not constrained in that manner. You might recall from previous posts, I don't own bonds, haven't in quite a while.

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Random Roger's Retirement Planning

AUGUST 2, 2022

I reached out the the fund company figuring someone in marketing or customer service could help solve the puzzle, pretty helpful though, the portfolio manager reached out and we had a very informative conversation.

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Random Roger's Retirement Planning

JANUARY 30, 2024

In evaluating models, if I wanted to outsource portfolio management, extra holdings that have essentially the same exposure is one of the first things I would look for. For one customer, maybe the ABC model is essentially all of their money and for another customer, maybe only 20% of their money went to the ABC model.

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The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

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International College of Financial Planning

MAY 29, 2023

Individual Investor Individual investor courses can help you understand the basics of investing, such as stock market analysis, portfolio management, and risk management. The Post Graduate Certificate in Banking and Finance (PGCBF) is the preferred course for entering the banking sector. Here are some options: 1.Certified

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Random Roger's Retirement Planning

NOVEMBER 22, 2022

The risk though would be that like this year, in some future downturn, the thing that should be protecting the portfolio (managed futures) fails to do so for whatever reason. Maybe or maybe the mix could be 75/25, you get the idea. That may not happen often but it only takes one failure to cause a serious problem.

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Random Roger's Retirement Planning

AUGUST 12, 2024

Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. The first is to build a portfolio that you have a reasonable basis to believe can get you to where you need to be can stick with emotionally and maintain an asset allocation that allows you to manage sequence of return risks.

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Random Roger's Retirement Planning

SEPTEMBER 5, 2024

There may never be a consequence for that risk but it is crucial for good portfolio management to understand the risks of the core (probably equities) as well as the defensive components to avoid getting Minskyied. Closing out with a quick follow up on the Tradr 2x SPY ETFs we mentioned the other day.

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Inside Information

JUNE 28, 2022

Advisors who decide to move toward serving a specialized clientele, where they know and understand the challenges before the client walks in the door, are delivering much more comprehensive and detailed advice than the traditional general practitioner advisor who is still providing retirement planning and portfolio management.

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WiserAdvisor

MAY 13, 2025

Asset allocation should evolve based on an investors risk tolerance and retirement stage. Pre-retirement phase (ages 50-65) : This stage calls for a shift toward more conservative investments. These investments balance stability and income generation, making them essential for retirement planning.

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Harness Wealth

JUNE 1, 2023

Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

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Random Roger's Retirement Planning

OCTOBER 9, 2024

Tanja Wrosch , head of cat-bond portfolio management at Twelve Capital AG, says if Milton hits Tampa head-on as a major hurricane, catastrophe-bond losses “will be more significant than from Ian.” The Swiss asset manager has a $5 billion portfolio, including $3.8 The is a good opportunity to talk about position sizing.

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Random Roger's Retirement Planning

OCTOBER 2, 2024

Another small change in portfolio management is that I've been willing to have zero exposure to the energy sector. Smoothing out the ride lessens the damage from that sort of behavior. I don't know if he will ever deplete this account or not but he's very lucky to have made it so long without doing so.

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Trade Brains

FEBRUARY 14, 2023

They are the folks who understand and effectively use financial skills to manage their money. Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! The one thing that these people are sure to talk about is the stock market.

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Inside Information

FEBRUARY 1, 2024

I remember when software was first introduced into the financial planning space, first as a spreadsheet called Visicalc, later Lotus 123, then Excel, and some financial planning calculators were built on top of them that looked a lot like the planning programs of today. What was the reaction? Is this going to replace us?

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Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. New Retirement also lets you create a free account, which comes with an overview of your finances, a retirement planning dashboard, and other perks.

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