Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here.

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Budgeting Certification Education Asset Allocation 59

Brown Advisory

MARCH 9, 2023

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

SEI

AUGUST 2, 2022

Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Sessions were segmented by size to ensure relevant insights and idea sharing. 78% oversee special events (vs. 47% of $100-500M).

Asset Allocation 52

Asset Allocation Budgeting Nonprofit Distribution 52

Truemind Capital

JUNE 30, 2022

This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. Below is the sample asset allocation plan for a moderate risk profile investor for reference: For more detailed reading about the dynamic asset allocation strategy, click the link here.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

International College of Financial Planning

JULY 30, 2022

The Certified Financial Planner course is the perfect course to achieve all topics related to finance. The key to building wealth is diversification and asset allocation. And the ability to adjust your asset allocation as your financial goals change strategically.

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Certified Financial Planner Financial Planner Assets CFP 52

Discipline Funds

DECEMBER 28, 2022

A little too MMT focused, but very good on most topics. Section 3 – Understanding Proper Portfolio Construction Understanding the Total Portfolio Approach Understanding Countercyclical Indexing Why Indexing is the Future of Investing The Myth of Passive Investing The Alpha Paradox What is Behavioral Alpha?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Fortune Financial

JUNE 21, 2022

Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned. Inflation drives up the correlation of long-duration financial instruments.

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Asset Allocation Assets Portfolio Financial Advisor 64

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.

Asset Allocation 52

Asset Allocation Assets License Government 52

Talon Wealth

OCTOBER 26, 2023

Retirement Taxes are Difficult to Calculate Taxes are a complex topic and it can be difficult to calculate the exact amount of taxes due on your retirement income. You also have to consider factors such as risk tolerance, investment goals, and asset allocation when making investment decisions for retirement.

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Retirement Taxes Retirement Planning Risk Tolerance 52

Brown Advisory

JUNE 21, 2023

David, a former investment banker, has always brought a banker’s mentality to valuing smaller companies by breaking down their assets and operations into components that can be more accurately assessed. Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.

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Marketing Marketing Asset Allocation Clients 52

Talon Wealth

AUGUST 26, 2023

Retirement Taxes are Difficult to Calculate Taxes are a complex topic and it can be difficult to calculate the exact amount of taxes due on your retirement income. You also have to consider factors such as risk tolerance, investment goals, and asset allocation when making investment decisions for retirement.

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Retirement Taxes Retirement Planning Risk Tolerance 52

Brown Advisory

JUNE 16, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. We look forward to discussing these topics with you in the coming weeks. CIO Perspectives Webcast, A Soft Landing, or More Volatility Ahead?

Asset Allocation 52

Asset Allocation Clients Taxes Investing 52

Brown Advisory

AUGUST 19, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. The themes and topics discussed include: Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.

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Clients Asset Allocation Investing Investments 52

Discipline Funds

MARCH 2, 2024

It raises another interesting topic that I’ve written about in the past – the momentum factor of the S&P 500. It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation. I’ve talked a lot in the past about how having kids rewired my brain.

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Marketing Marketing Asset Allocation Assets 95

Brown Advisory

AUGUST 19, 2022

The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. MORE ON THIS TOPIC. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. As always, we welcome your thoughts, feedback and questions. . Rodrigo is now available.

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Marketing Marketing Investing Investments 98

Brown Advisory

MAY 3, 2023

They also touch on how value investors approach investing in technology, as well as the sector’s burgeoning status as a flight to safety asset like consumer staples was for so many years. The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic.

Banking 52

Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

They also touch on how value investors approach investing in technology, as well as the sector’s burgeoning status as a flight to safety asset like consumer staples was for so many years. The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic.

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Banking Clients Asset Allocation Ethics 52

Random Roger's Retirement Planning

DECEMBER 4, 2023

This topic can be useful and my hunch is that Yahoo has run pretty much the same series several times before but either way there's utility here and hopefully I can add a little nuance to it. That is the title of an article at Yahoo where they look at savings benchmarks for 30, 40, 50 and I am guessing one will get published for 60.

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Retirement Asset Allocation Planning Accounting 66

Random Roger's Retirement Planning

NOVEMBER 21, 2023

This first little bit might be more for advisors but the topic is interesting. Asset allocation matters. A few interesting things from here and there on the interwebs. First up was a webinar about model portfolios at ETF.com. They talked about how outsourcing model construction can save advisors a lot of time.

Portfolio 73

Portfolio Asset Allocation Math Compliance 73

Brown Advisory

OCTOBER 11, 2022

The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. MORE ON THIS TOPIC. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Rodrigo is now available.

Marketing 98

Marketing Marketing Investing Investments 98

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Marketing Marketing Investing Investments 52

Random Roger's Retirement Planning

APRIL 9, 2023

Black swans are a fascinating topic and a lot of people do not understand what the term means. In my day job email junk folder was an email with the subject asking if you were ready for the next black swan. Any retirement plan runs the risk of coming up short for any number of reasons.

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Retirement Asset Allocation Planning Numbers 64

International College of Financial Planning

MAY 29, 2023

Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management. The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Clever Girl Finance

AUGUST 22, 2022

The investing world can be complex, so do your research about everything from bonds and mutual funds to asset allocation. While it’s not a fun topic, having a will and estate plan can help your family navigate during a difficult time once you’re gone. The best thing is to start simple. Have a will and estate plan.

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Wealth Accumulation Budgeting Estate Planning Insurance 97

Investing Caffeine

MARCH 1, 2022

For example, what topics below would you select to grab the most attention? In choosing a winning topic, the saying goes, “what bleeds, leads.” Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

Brown Advisory

OCTOBER 11, 2022

The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. Opportunities for innovative venture-backed companies taking a return-first approach to impact-oriented themes such as lower carbon business and ESG.

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Marketing Marketing Investing Investments 52

Dear Mr. Market

OCTOBER 11, 2022

Most recently we revisited the topic with an update in November of 2020 ( click here ) as we climbed out of one of the wildest years in world history amidst a global pandemic. For some quick background, our first original review was written in June of 2013 ( click here to see that).

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Portfolio Assets Economics Marketing 59

Fortune Financial

SEPTEMBER 29, 2022

Our topic today will cover aspects to consider when crafting your retirement plan and what to do to catch up if you are behind in saving for retirement. . Planning for how you wish your assets to be distributed upon death is not always an easy topic to address but is important for leaving a legacy.

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. has been steady and consistent. (We

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. For years, “defense” in portfolios—i.e., has been steady and consistent. (We

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

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Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. vs. non-U.S. performance has led many U.S.-based

Valuation 52

Valuation Clients Portfolio Government 52

WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Investing Caffeine

FEBRUARY 1, 2022

I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit. Math Matters. This notion rings especially true when it comes to finance and investing.

Math 52

Math Assets Investing Investments 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

DECEMBER 2, 2015

Some heirs have little familiarity with finance, markets and asset management. Thoughtful advice on these topics is essential as heirs begin to ponder their long-term investment needs. By Taylor Graff, CFA, Asset Allocation Analyst. Make sure your heirs are able to meet their future responsibilities.

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