eMoney Advisor

MARCH 21, 2023

Re-examine Risk Tolerance Volatile markets may cause your clients to rethink their risk tolerance, especially those who are close to retirement. Portfolio Rebalancing Depending on what has been going on in the market, you may have clients whose portfolio asset allocations are no longer in balance.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

WiserAdvisor

JANUARY 8, 2023

However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. So, they can be one of the best investments in 2023 to tackle inflation.

Financial Advisor 40

Financial Advisor Investing Investments Portfolio 40

WiserAdvisor

JANUARY 31, 2023

For 2023, you can contribute up to $6,500 if you are less than 50 years of age and $7,500 for those aged 50 and over. No matter which of these investments you pick, keeping a diversified portfolio with optimal asset allocation suited to your age and risk appetite is vital. For this reason, you can use the 70/30 strategy.

Investing 52

Investing Investments Taxes Retirement 52

Investing Caffeine

MAY 3, 2023

Are you overly concentrated in one asset class, sector, or individual security? Risk Tolerance: What is your asset allocation? This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2023). I know what my answer is. www.Sidoxia.com Wade W.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

WiserAdvisor

SEPTEMBER 27, 2023

As of 2023, you need to start taking your RMDs from the age of 73. In 2023, you can contribute up to $22,500 to a 401(k) or $30,000 if you are 50 or older. On the other hand, the Roth IRA contribution limit in 2023 is $6,500 or $7,500 if you are 50 or older. Moreover, IRAs have lower contribution limits than 401(k)s.

Risk Tolerance 40

Risk Tolerance Retirement Taxes Retirement Planning 40

WiserAdvisor

MARCH 19, 2024

A study reveals that 22% of wealthy individuals wanted to invest in residential property in 2023, while 19% in commercial property. Spreading their investments across different property types, locations, and market segments helps the wealthy mitigate risks and enhance the strength of their investment portfolios.

Investing 45

Investing Investments Financial Advisor Taxes 45

WiserAdvisor

JUNE 22, 2023

It is essential for your investment portfolio to align with your unique financial goals, risk tolerance, and time horizon. Diversification can minimize risk by reducing the impact of any single investment on the overall portfolio’s performance. Traditional accounts require RMDs starting at age 73, as of 2023.

Financial Advisor 40

Financial Advisor Portfolio Investments Investing 40

James Hendries

JULY 6, 2022

Interest rates have only come down because of recession fears, while inflation will still be elevated—even if somewhat lower—when the calendar turns to 2023 (unfortunately). As a result, we believe a price-to-earnings ratio of 18-19 on 2023 S&P 500 earnings estimates is reasonable. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

The Better Letter

APRIL 20, 2023

Asset allocation is more important than the selection of a portfolio’s component parts. An otherwise great investment plan can readily become a disaster if it doesn’t line up with our understanding, goals, objectives, risk tolerances, and risk capacities. Manage risks before managing returns.

Investing 86

Investing Investments Distribution Risk Tolerance 86