Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. Offering diversified exposure to U.S.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

Electronics Economy CFP Government 59

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index % Change No.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index. Source: BLOOMBERG. .

Management 52

Management Marketing Marketing Clients 52

The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. You didn’t even have Uber in 2010. That changes the dynamics.

Assets 170

Assets Management Portfolio Taxes 170

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. And I had a professor give me a little sort of hint. It wasn’t the case.

Marketing 146

Marketing Marketing Investing Investments 146

The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And so it’s not just me.

Math 146

Math Marketing Marketing Engineering 146