Nationwide Financial

MAY 10, 2023

Although recent performance and current valuations for small-cap stocks may warrant caution, investors who can see through the current economic weakness might be rewarded for taking a longer-term view. The valuation gap between small and large caps is just as notable as the gap in year-to-date performance.

Risk Tolerance 52

Risk Tolerance Valuation Economics Banking 52

Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. Inflation is currently at 40 year highs with increasing signs of slowing economic growth.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level. We know that we are in a correction once the market has already fallen 10% and, by that point, it is too late to avoid the loss by selling shares.

Marketing 52

Marketing Marketing Valuation Risk Tolerance 52

Validea

NOVEMBER 29, 2023

This means you might experience more significant fluctuations in the value of your investment, which requires a higher risk tolerance. Sector Concentration Risk: Overexposure to one sector can increase risk. If the technology sector faces a downturn, your portfolio could suffer more than a diversified portfolio would.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

The Irrelevant Investor

AUGUST 17, 2021

Are lower interest rates pushing up the valuation of stocks? It's hard to make broad, sweeping statements about the market like "the Fed is forcing people out on the risk spectrum." People have different goals, risk tolerances, and time frames that are not impacted by macroeconomic forces. Without a doubt.

Risk Tolerance 52

Risk Tolerance Accounting Valuation Portfolio 52

Darrow Wealth Management

JUNE 27, 2022

Valuations. Valuations outside of the United States have been much cheaper to the long-run averages for quite some time. international stocks look much more attractive on a valuation standpoint. As with anything in investing, consider your personal risk tolerance, time horizon, and circumstances.

Portfolio 52

Portfolio Investing Investments Valuation 52

eMoney Advisor

DECEMBER 20, 2022

They may present unique custodial risks that expose investors to a heightened risk of theft or loss. They raise valuation issues because they may not be subject to commonly-accepted valuation methodologies and may not be subject to consistent accounting treatment or traditional reporting requirements.

CFP 62

CFP Fiduciary Duty Financial Advice Education 62

Talon Wealth

AUGUST 30, 2021

Flashy news headlines can make it tempting to make knee-jerk decisions, but sticking to a strategy and maintaining a portfolio consistent with your goals and risk tolerance can lead to smoother returns and a better probability for long-term success. Chart of the Week. Market Update.

Risk Tolerance 52

Risk Tolerance Economics Economy Valuation 52

Good Financial Cents

NOVEMBER 16, 2022

Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. Remember to obtain an accurate valuation of your home before you list. Property inspection and valuation: This includes the title report and an insurance quote so that you know exactly what you’re signing up for.

Investing 88

Investing Investments Portfolio Management 88

Investing Caffeine

JUNE 3, 2024

Short-term news cycle headlines shouldn’t drive portfolio decision-making, but rather your personal objectives, goals, and risk tolerance. It requires patience, discipline, and financial emotional wherewithal to allow the power of long-term compounding to grow your retirement nest egg. www.Sidoxia.com Wade W.

Risk Tolerance 52

Risk Tolerance Economy Economics Asset Allocation 52

Bell Investment Advisors

DECEMBER 13, 2022

A “seat of the pants” approach is likely to result in missing deadlines and peak stock valuations, i.e., money left on the table. That risk is magnified by the fact that your salary comes from the same source. To avoid the risks of a concentrated position, target a maximum allocation of company stock.

Planning 52

Planning Taxes Risk Tolerance Sales 52

Harness Wealth

APRIL 17, 2023

By regularly monitoring the fair market value of your shares and the 409A valuation of your company, you’ll be quick to know how fair of a deal you’re getting. The decision of how many shares to sell in a tender offer depends on your personal financial situation, goals, and risk tolerance.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Brown Advisory

OCTOBER 16, 2017

In terms of stock selection, we have a very strong head start: The body of research created by our global research platform (our equity research team performs deep due diligence on hundreds of stocks each year and meets with hundreds of management teams) gives us an ample universe of stocks that our team favors based on fundamentals and valuation.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

DECEMBER 2, 2015

This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification. This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

OCTOBER 16, 2017

In terms of stock selection, we have a very strong head start: The body of research created by our global research platform (our equity research team performs deep due diligence on hundreds of stocks each year and meets with hundreds of management teams) gives us an ample universe of stocks that our team favors based on fundamentals and valuation.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

NOVEMBER 28, 2022

But life inevitably brings changes to every client’s risk tolerance—usually because their circumstances, aspirations and obligations evolve over time—so there may be very valid reasons for making extensive adjustments to an existing plan.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

But life inevitably brings changes to every client’s risk tolerance—usually because their circumstances, aspirations and obligations evolve over time—so there may be very valid reasons for making extensive adjustments to an existing plan. Valuations. Interest Rates on Intra-Family Loans.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Asset allocations could change depending on risk tolerance, investment objective and assets available for investment. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Asset allocations could change depending on risk tolerance, investment objective and assets available for investment. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Big Picture

FEBRUARY 28, 2023

And then the related question is, how dependent are private markets on public market valuations? LAYTON: — some of the differences in valuation that have been out there. You do see some big valuations there. The amount of allocation that people put into private markets certainly depends on people’s risk tolerance.

Clients 147

Clients Assets Investing Investments 147

WiserAdvisor

NOVEMBER 16, 2022

People tend to have different approaches based on their risk tolerance and financial objectives. Since it is constituted by 500 of the largest and most successful American companies, the risk is relatively lower than other types of stock funds but higher than bonds or bank products. What are the best assets to invest in?

Financial Advisor 40

Financial Advisor Investing Investments Portfolio 40

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

MAY 9, 2023

They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations.

Assets 299

Assets Clients Investing Investments 299

Investing Caffeine

JANUARY 3, 2022

Optimize Your Investments Based on Your Time Horizon and Risk Tolerance: At Sidoxia, we customize investment portfolios to meet our clients’ unique circumstances and risk appetite. It’s important to have your investments diversified across a broad array of asset classes in a low-cost, tax efficient manner.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

The Big Picture

MARCH 12, 2024

They’re, they’re lower risk tolerance, I would say very high standards on quality of service and quality of, of infrastructure and decision making. So we have a lot of the, you know, sovereign wealth fund types that are investing on behalf of taxpayers. So it’s very long dated capital.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 27, 2025

Barry Ritholtz : So I wanna wrap my head around a large insurer like MassMutual as a client, I would imagine very long term in perspective, but I don’t really grasp what sort of risk tolerance an insurance company has. What is that sort of risk embracing, like how, how does that settle out?

Assets 147

Assets Insurance Investing Investments 147

Carson Wealth

APRIL 9, 2025

Valuations Matter, but Maybe Not as Much as You Think We absolutely pay attention to valuations, and the high valuations on technology is one of the reasons we didnt come into 2025 overweight in this group like so many others. Doing this shows that it isnt about timing the market, but about time in the market.

Valuation 86

Valuation Risk Tolerance Marketing Marketing 86

Carson Wealth

APRIL 7, 2025

But what we do know is that with every decline, more risk has already been priced in and stock valuations have become cheaper compared to their longer-term earnings potential. A diversified portfolio at an appropriate risk tolerance remains the best path in this kind of environment. This brings up an important point.

Marketing 95

Marketing Marketing Investing Investments 95

The Big Picture

FEBRUARY 20, 2024

I didn’t really understand, you know, you know what, what really drove stock market valuation, you know, what determined the success of companies, you know, you, you learn a lot by doing it. I said, no, Bob, I don’t think my, my risk tolerance is, is, is right for that. Try, try that.

Banking 147

Banking Economy Marketing Marketing 147