Darrow Wealth Management

FEBRUARY 9, 2025

When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. But as with any investment, there are always risks. Asset allocation Generally, dividend stocks tend to be older, more mature companies.

Retirement 74

Retirement Asset Allocation Taxes Portfolio 74

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. I wanted to be able to reach into my own pocketbook and to write my own check, which meant I needed assets. BRYANT: Pioneer, and he was an asset owner. They’re not connecting this to the emotions of somebody’s most prized asset, which is where they live.

Banking 147

Banking Economics Business Planning Economy 147

The Irrelevant Investor

DECEMBER 4, 2019

Here is Jason Zweig on the matter: Dalbar’s formula, according to these experts, has the effect of taking returns over the full period and dividing them by the total assets at the end—including money that wasn’t in the funds from start to finish. The main culprit for the portfolio gap is cash, which we spoke about with Morgan Housel recently.

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. 00:20:24 They have, I don’t know, three, $4 trillion of custody assets from foreign. I said, no, Bob, I don’t think my, my risk tolerance is, is, is right for that.

Banking 147

Banking Economy Marketing Marketing 147