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Arthur Zeikel’s Investing Rules

The Big Picture

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport.

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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

Rebalancing involves selling assets that have performed well and buying assets that have underperformed to bring your portfolio back in line with your target allocation. By rebalancing regularly, you can ensure that your portfolio remains aligned with your risk tolerance and long-term goals, regardless of market conditions.

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. Before making any investment decisions, consider all the factors as well as your personal risk tolerance and retirement income needs. versus 1.1% for US bonds (AGG).

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At The Money: Are Hedge Fund Right For You?

The Big Picture

Now what’s an interesting dynamic and it gets into the quant is more and more money has been sucked in by these so-called platform hedge funds: Citadel, Millennium, Point72, places like that, where have, they have multiple portfolio managers and do a phenomenal job at risk control. I’m Barry Ritholtz.

Taxes 144
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The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor

Steve Sanduski

[He/She] has been involved in the management of your investments alongside me. You can expect the same disciplined, thoughtful approach to your portfolio management, aligned with your goals and risk tolerance. Objection: What if I don’t like working with [Advisor Name]? Response: I understand your concern.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

But have you checked how those funds align with your financial goals, your risk tolerance, your time horizon, and your taxes? You can also use a robo-advisor for basic portfolio management at relatively low fees. That is a great start! Have you planned for things like inflation?

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Staying Steady Amid Market Uncertainty: What Retirees Should Know About Tariffs and Their Portfolios

Tobias Financial

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. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence.