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. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Alpha Architect

MAY 1, 2024

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index DIY Trend-Following Allocations: May 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

Alpha Architect

MAY 7, 2024

Global Factor Performance: May 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. What is a concentrated stock position?

Management 66

Management Taxes Estate Planning Asset Allocation 66

Alpha Architect

SEPTEMBER 3, 2024

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. DIY Trend-Following Allocations: September 2024 was originally published at Alpha Architect. Note: free registration required) Request a free account here if you want to access the site directly.

Asset Allocation 52

Asset Allocation Assets Accounting 52

Alpha Architect

JULY 1, 2024

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. DIY Trend-Following Allocations: July 2024 was originally published at Alpha Architect. Note: free registration required) Request a free account here if you want to access the site directly.

Asset Allocation 52

Asset Allocation Assets Accounting 52

Alpha Architect

JUNE 3, 2024

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. DIY Trend-Following Allocations: June 2024 was originally published at Alpha Architect. Note: free registration required) Request a free account here if you want to access the site directly.

Asset Allocation 52

Asset Allocation Assets Accounting 52

Truemind Capital

APRIL 19, 2024

In case, the results in June 2024 come contrary to the expectations of the thumping majority, we are at a risk of markets correcting by at least 5%. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Other Asset Classes: Gold sparkled in the last quarter, going up by 9%.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Alpha Architect

MARCH 1, 2024

DIY Trend-Following Allocations: March 2024 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 109

Asset Allocation Assets 109

Abnormal Returns

DECEMBER 13, 2024

theverge.com) The best audiobooks of 2024 including "We Solve Murders" by Richard Osman, narrated by Nicola Walker. podcasts.apple.com) Matt Zeigler talks with Yuri Khodjamirian, Chief Investment Officer at Tema ETFs (epsilontheory.com) Corey Hoffstein talks with Victor Haghani about the case for tactical asset allocation.

Asset Allocation 130

Asset Allocation Healthcare Financial Advice Food 130

Alpha Architect

FEBRUARY 6, 2024

Global Factor Performance: February 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Alpha Architect

JANUARY 8, 2024

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: January 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Alpha Architect

FEBRUARY 1, 2024

DIY Trend-Following Allocations: February 2024 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets 104

Random Roger's Retirement Planning

DECEMBER 30, 2023

If all you use is a broad index fund then it will either be a good year or not so good, but assuming the proper asset allocation, who cares? That's enough to get it done assuming an adequate savings rate, appropriate asset allocation and no panicking.

Asset Allocation 74

Asset Allocation Assets Investing Investments 74

Alpha Architect

NOVEMBER 1, 2024

DIY Trend-Following Allocations: November 2024 was originally published at Alpha Architect. Full exposure to international equities. Full exposure to REITs. No exposure to commodities. Full exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets 52

Investment Writing

MAY 7, 2024

The CFA Institute attracted close to 800 registrants to its March 2024 conference, “Thrive: Enhancing Outcomes through Collective Intelligence,” which made a business case for why the organization and many of its leading members are committed to pursuing diversity, equity, and inclusion (DEI). Also, see “ affect/effect/impact.”

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Harness Wealth

NOVEMBER 12, 2024

The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. For 2024, the FSA contribution limit is $3,200.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Carson Wealth

MARCH 7, 2024

The current limit for contributions to a 401(k) in 2024 is $23,000, which is generally above the amount of an employer match. Develop Your Personal Asset Allocation Now that have your 401(k) and IRA open and funded, how can you determine the correct asset allocation for each? And who doesn’t love free money?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Darrow Wealth Management

OCTOBER 29, 2024

Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation. How often should I rebalance my 401(k)?

Asset Allocation 72

Asset Allocation Accounting Risk Tolerance Portfolio 72

Advisor Perspectives

OCTOBER 28, 2024

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

Asset Allocation 40

Asset Allocation Assets Economy Economics 40

Dear Mr. Market

MARCH 17, 2024

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Click here or below to see or enlarge the entire bracket for 2024.

Investing 93

Investing Investments Portfolio Assets 93

Random Roger's Retirement Planning

MARCH 30, 2024

It looks like it tracked closely for the last six months of 2023, then turned down to start 2024 and then traded flattish since mid-January like maybe it lightened up on equities? Circling back to model ETF portfolio mentioned at the top of this post, the asset allocation was as follows. Yahoo Finance has GHTA down 0.7%

Asset Allocation 96

Asset Allocation Portfolio Assets Management 96

Carson Wealth

APRIL 25, 2024

Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. Estate Planning: Draft essential documents such as wills, trusts, and powers of attorney to ensure the orderly transfer of assets. January 24, 2024. March 11, 2024. Let’s break each one down.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Discipline Funds

DECEMBER 31, 2023

I created the Defined Duration strategy because I am trying to better solve for time in asset management. I love the asset management business, but I also feel like the standard models for asset allocation often do people a disservice by failing to communicate time horizons to people. Heck, I am working on one.

Assets 101

Assets Asset Allocation Financial Planning Economy 101

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. The year 2022 was painful across asset classes (sorry to bring it up!),

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

JUNE 27, 2024

As you get closer to retirement your asset allocation should change. Plan for Healthcare Expenses The average healthy 65-year-old couple who retires in 2024 can expect to pay $289,622 in lifetime Medicare and supplemental insurance premiums and out-of-pocket costs. 3 This excludes long-term care. 1 Pew Research Center, “U.S.

Retirement 97

Retirement Budgeting Healthcare Risk Tolerance 97

Trade Brains

SEPTEMBER 26, 2024

It offers various services across various asset classes, including equity, fixed-income, and derivative securities. As of September 2024, The National Stock Exchange has nearly 2200+ companies listed on its exchange. The exchange operates an “anywhere, any asset” trading platform.

Compliance 90

Compliance Banking Management Risk Management 90

Random Roger's Retirement Planning

MARCH 30, 2025

For the last couple of years, I think a lot of people gravitated to just using market cap weighted in their accounts, that seems like it has been the conversation and for 2023 and 2024 the returns for MCW have been great. MCW also did great in 2021, 2020 and 2019. Occasionally of course, MCW gets pasted.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

Discipline Funds

DECEMBER 20, 2023

Asset and Liability Matching. Good financial planning is all about asset and liability matching across time. That means you need to make sure you understand how your income and assets relate to your expenses and liabilities. A financial plan with an asset liability mismatch is likely to fail over time.

Financial Planning 74

Financial Planning Planning Asset Allocation Retirement Planning 74

MainStreet Financial Planning

DECEMBER 20, 2023

Over the course of the year the market moves up and down and that can throw off your portfolio allocation and the end of the year is a great time to do a rebalance where you evaluate whether you need to make any changes to get your portfolio aligned with the target asset allocation.

Risk Tolerance 97

Risk Tolerance Budgeting Asset Allocation Portfolio 97

Truemind Capital

MAY 27, 2024

The ideal way to approach the election results is to follow your long-term asset allocation strategy as per the fair market valuations and avoid any speculation. CONNECT WITH TRUEMIND ADVISOR The post How to take advantage of the 2024 Lok Sabha election outcome? appeared first on Investment Blog.

Government 52

Government Asset Allocation Valuation Investing 52

Alpha Architect

OCTOBER 1, 2024

DIY Trend-Following Allocations: October 2024 was originally published at Alpha Architect. Full exposure to international equities. Full exposure to REITs. No exposure to commodities. Full exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 57

Asset Allocation Assets 57

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance & investment planning, risk, return & asset allocation, equity markets, analysis, investing, mutual funds and strategies for wealth creation. The post 7 Best Personal Finance Courses in 2024 For Beginners appeared first on Trade Brains. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Discipline Funds

JUNE 6, 2023

Our general view on inflation is that the Fed won the battle already and they won’t declare victory until 2024 or 2025. We do, however, see continued risk of a policy error if the Fed remains too tight for too long. This is not a good risk adjusted return so being less aggressive in recent years has been the right move.

Economy 105

Economy Asset Allocation Valuation Communication 105

Truemind Capital

JULY 19, 2024

From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52