A Wealth of Common Sense

MAY 19, 2023

Each year Gallup performs a survey that asks a group of Americans what the best long-term investment is among the following options: Stocks Bonds Cash Gold Real estate These are the latest results: Real estate has been at the top of the charts for over a decade at this point but it saw a big drop from 2022 to 2023.

Investing 127

Investing Investments Asset Allocation Marketing 127

Wealthfront

AUGUST 11, 2022

When you think about your financial future, you probably have two kinds of goals: short-term goals, like a vacation you plan to take later this year, and long-term goals, like sending a child to college or retiring. The post How Should I Save for Short-Term vs. Long-Term Goals? appeared first on Wealthfront Blog.

Retirement 93

Retirement Planning Banking Investing 93

Carson Wealth

APRIL 18, 2024

The post Planning Your Exit on Your Terms appeared first on Carson Wealth. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Planning 52

Planning Wealth Advisor CFP Consulting 52

Advisor Perspectives

APRIL 8, 2024

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Limited Term Bond ETF (FLTB) with Chuck Jaffe of “Money Life.” ” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

52

52

Mish Talk

DECEMBER 19, 2022

A long-term chart suggests the real driver for gold is not inflation, not the dollar, not conspiracies, not China, and not oil, but rather faith in central banks. On a short term basis gold tends to move with the dollar, but sometimes, even for long periods of time, it doesn't. 8Chart courtesy of StockCharts.Com, annotations by Mish.

Banking 187

Banking Accounting Assets Marketing 187

NAIFA Advisor Today

OCTOBER 20, 2023

Before you head out for Trick-or-Treating, spend the afternoon preparing for Long-Term Care Awareness Month with NAIFA's Limited and Extended Care Planning Center. Executive Director, Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI hosts a Halloween event, Don't Be Scared of Long-Term Care.

Planning 105

Planning 105

Wealth Management

FEBRUARY 21, 2023

Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.

Insurance 117

Insurance Clients Planning 117

Alpha Architect

SEPTEMBER 5, 2023

Short term return anomalies are generally dismissed in the academic literature "because they seemingly do not survive after accounting for market frictions.” In this research, short term “factors” are taken seriously and the authors argue the standard parameters may not apply for short horizons.

Accounting 87

Accounting Marketing Marketing Investing 87

NAIFA Advisor Today

NOVEMBER 2, 2023

November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.

Clients 105

Clients Insurance Financial Planning Planning 105

Advisor Perspectives

FEBRUARY 23, 2024

Short-term bond yields are high currently, but with the Federal Reserve poised to cut interest rates investors may want to consider longer-term bonds or bond funds.

52

52

Validea

DECEMBER 14, 2022

The ability to stay the course and adhere to our long-term plan is the most important when the consequences of not doing so are the most severe. During periods like this, knowing where you stand relative to your long-term goals can be a huge help. And now is certainly one of those times. But doing that can be easier said than done.

Accounting 127

Accounting Portfolio CFP Investing 127

NAIFA Advisor Today

JANUARY 25, 2023

When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.

Insurance 97

Insurance Clients Planning 97

Advisor Perspectives

MAY 2, 2024

High quality short-term bonds offer a number portfolio benefits while putting excess cash to work, but what's under the hood matters.

Numbers 52

Numbers Portfolio 52

Trade Brains

APRIL 1, 2023

Best Sectors for Long-term Investment in India: When you are investing in stocks for the long term, the first critical factor to check is the lifespan of the products/services offered by that company. Further, if you want to make good profits from stocks in the long term, then make sure that you are investing in the growing sectors.

Investing 98

Investing Investments Pharmaceutical Retail 98

Alpha Architect

AUGUST 18, 2022

Short-term alpha signals are generally dismissed in traditional asset pricing models, primarily due to market friction concerns. The composite model consists of short-term reversal, short-term momentum, short-term analyst revisions, short-term risk, and monthly seasonality signals.

Assets 85

Assets Marketing Marketing Investing 85

Advisor Perspectives

JANUARY 24, 2023

Two major issues clients should consider in creating their own long-term care plan are where they will live and how they will pay for the care they are likely to need.

Planning 105

Planning Clients 105

Calculated Risk

AUGUST 10, 2023

Today, in the Calculated Risk Real Estate Newsletter: The Long-Term Housing and Population Shift A brief excerpt: Something different … Here is a look at the last 50 to 60 years, and some predictions about the next 50+ years.

98

98

Wealth Management

DECEMBER 5, 2023

Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.

Investing 99

Investing Investments Portfolio Management Portfolio 99

Trade Brains

JANUARY 18, 2023

Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more.

Investing 98

Investing Investments Taxes Retail 98

Wealthfront

MARCH 22, 2024

You can order the book here. […] The post The Similarities Between Long-Term Investing and Dating appeared first on Wealthfront Blog. We’re excited to share this excerpt of the book with readers of the Wealthfront blog.

Investing 52

Investing Investments 52

Nationwide Financial

MAY 10, 2023

It can be hard to discern whether long-term trends drive recent market movements or short-term fluctuations because of external factors. The post Small caps: Near-term risks vs. long-term potential appeared first on Nationwide Financial.

Risk Tolerance 52

Risk Tolerance Valuation Economics Accounting 52

Advisor Perspectives

AUGUST 7, 2023

Research Affiliates explain why their long-term return forecasts have risen across asset classes and the implications of their near-term outlook for U.S. recession.

Assets 52

Assets 52

Good Financial Cents

APRIL 25, 2023

One would think that short-term goals are pretty easy to accomplish. Short-term goals can be easily put off for a plethora of reasons. When it comes down to getting short-term goals done, including short-term financial goals, one must implement some strategies to stay on task and on schedule. Oh, really? Think again.

Budgeting 96

Budgeting Insurance Estate Planning Accounting 96

A Wealth of Common Sense

FEBRUARY 26, 2023

Long-term buy-and-hold investing is not for every. What about other countries they ask. Isn’t the U.S. just survivorship bias they protest. I don’t mind people taking the other side here. That’s what makes a market.

Investing 123

Investing Investments Marketing Marketing 123

Good Financial Cents

AUGUST 23, 2022

When it comes to choosing the best short-term investments for the next five years, there are three main factors to focus on — liquidity, expectations, and risk. You will likely achieve a lower return than the best long-term investments offer as a result, yet that’s the price you pay for keeping your investment “safe.”

Investing 116

Investing Investments Accounting Banking 116

Integrity Financial Planning

AUGUST 21, 2022

Even though you’re a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.

Insurance 98

Insurance Retirement Planning Financial Planning Planning 98

The Irrelevant Investor

OCTOBER 5, 2022

The post Animal Spirits: Long-Term Bullish appeared first on The Irrelevant Investor.

Investing 114

Investing Investments 114

Random Roger's Retirement Planning

MAY 11, 2023

I would say Portfolio 1 was close most years but there were a couple where it really lagged 60/40 and much of the long term outperformance can be attributed to outperforming 60/40 by 23 percentage points in 2022. Yield curve dynamics these days seem to favor shorter term paper.

Wealth Advisor 73

Wealth Advisor Portfolio Numbers Investing 73

Integrity Financial Planning

OCTOBER 12, 2023

The possibility of needing long-term care is a major factor in your retirement. As per data from the United States Department of Health and Human Services, more than 70% of elderly individuals may need long-term care at some stage in their life. [1] Strategies to Consider When Preparing for Long-Term Care?

Retirement Planning 52

Retirement Planning Retirement Financial Planning Insurance 52

Advisor Perspectives

MAY 1, 2024

As of April 30, 2024, the 10-year note was 417 basis points above its historic closing low of 0.52% reached on August 4, 2020.

59

59

Wealth Management

FEBRUARY 10, 2023

The insurance company may be allowed to alter the deal during the contracted term.

Insurance 90

Insurance 90

NAIFA Advisor Today

OCTOBER 19, 2022

We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations! Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.

Planning 98

Planning 98