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Adviser links: fee increases

Abnormal Returns

rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. mikemelissinos.substack.com) On the difference between risk tolerance and risk perception. (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof.

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Small caps: Near-term risks vs. long-term potential

Nationwide Financial

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.

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Market Correction: What It Is and Why Market Corrections Matter

Walkner Condon Financial Advisors

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.

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Optimism vs. Pessimism: Defining Your Investing Future

Validea

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.

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Reasons to Include International Investments in Your Portfolio

Darrow Wealth Management

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.

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Low Rates, More Risk

The Irrelevant Investor

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.

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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

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.

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