Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

Banking 98

Banking Marketing Marketing Economics 98

Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. The theme for 2024 is not going to be higher rates but rather “higher for longer” as the powers to be try to wrangle down inflation concerns.

Investing 93

Investing Investments Portfolio Assets 93

Dear Mr. Market

APRIL 2, 2025

Small & Mid-Cap Region: SOFI Surges in a Changing Market The small and mid-cap asset class has long been overshadowed by large-cap dominance, with the past decade favoring mega-cap technology stocks. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins. Bonds: A Quiet Comeback?

Investing 62

Investing Investments Valuation Advertising 62

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

Investing Caffeine

JANUARY 2, 2024

Jerome Powell, the Federal Reserve Chairman has been paying attention to these statistics, as evidenced by the central bank’s forecast at the Fed’s recent policy meeting last month on December 13 th for three interest rate cuts in 2024. There are always plenty of unforeseen issues that could slow or reverse our economic train.

Economy 98

Economy CFP Accounting Investing 98

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

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

Carson Wealth

DECEMBER 18, 2023

13, was important for two reasons: The Federal Reserve acknowledged that inflation is easing faster than expected, and Fed members will likely start cutting rates in the first half of 2024. In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Wednesday, Dec.

Marketing 96

Marketing Marketing Economy Investing 96

Random Roger's Retirement Planning

DECEMBER 4, 2023

The very short version is that for the first time in several years an HSA through the marketplace makes economic sense for us for 2024. The contribution limits creep upward in most years, for 2024 the limit is $4150 x 2 plus the $1000 catchup for my being older than 55 for a total of $9300.

Retirement 75

Retirement Asset Allocation Planning Accounting 75

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

JUNE 15, 2023

The more likely scenario is that we’re moving into 2024 and the Fed starts hinting at some policy normalization and then can start easing rates down as 2024 unfolds. They’re much more likely to be a 2024 story. So the odds of a rate cut in 2023 are very low. But rate cuts are not a 2023 story.

Asset Allocation 58

Asset Allocation Economy Portfolio Management Distribution 58

Zoe Financial

JANUARY 17, 2024

I think the big question for advisors will be, “Does this mean that you’ll have to look at it as another part of your asset allocation decision, the way you would for commodities or REITs, etc?” Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 52

Investing Caffeine

JUNE 3, 2024

Bad economic news turned out to be good news for stocks. This time around, good economic news meant bad news for stock prices, primarily because the Federal Reserve was slamming the brakes on the economy by increasing the Federal Funds interest rate target. The S&P 500 surged +16.3% (see chart below). What did the stock market do?

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. 06/2024)

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With the recent success of the Cava Group Inc.

Marketing 52

Marketing Marketing Banking Valuation 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So they’d give individual asset allocation to people and they’d go invest their money. We were talking about March now we’re talking about May even June of 2024.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

JANUARY 21, 2025

And I think it partly depends on the economic comfort in which you grew up. And that was in June of 2024. And you, you don’t need to fine tune your portfolio every month, just, you know, set up a sensible asset allocation, buy some index funds, save regularly, and good things will happen.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. It’s also being part of the senior team that runs Vanguard, the business of Vanguard, right? RITHOLTZ: Right. We believe in this.

Portfolio 130

Portfolio Investing Investments Numbers 130

Trade Brains

JANUARY 20, 2024

Established in the year 2016 backed by a strong full-service broker India Infoline (IIFL), 5 paisa is looking to revolutionize the idea of broking service as it is majorly focused upon investment planning and guides what should be the asset allocation which makes it even more unique amongst the competitors. Client Base : 1.5

Accounting 59

Accounting Planning Startup Clients 59

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 147

Banking Marketing Marketing Investing 147

Carson Wealth

MARCH 7, 2025

The US is once again putting a self-imposed economic blockade around itself. At the same time, the Fed did cut rates back in 2019 when they thought elevated rates were hurting economic growth. A month ago, markets were pricing in just 1 cuttheres been a big shift since then as economic data has come in on the weaker side.

Economy 85

Economy Marketing Marketing Taxes 85

Truemind Capital

JANUARY 17, 2025

Equity Market Insights: The equity markets had another positive year in 2024 with Sensex recording an 8.84% increase, marking the ninth consecutive year of growth in India. The US markets performed strongly in 2024 with S&P 500 closing 24.5% As of December 2024, inflation stands at 5.22% (below consensus expectations).

Financial Market 59

Financial Market Marketing Marketing Asset Allocation 59

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. I also, I also think what happened is that, you know, a lot of us are trained, especially from an economic background to look at and financial markets to look over year over year data.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

OCTOBER 6, 2024

Behavioral economics provides insight into both surveys and modern polling errors). Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. How are you going to be feeling one month from now, on Tuesday, November 5, 2024? Backwards looking 2.

Media 362

Media Asset Allocation Numbers Economics 362

Investing Caffeine

FEBRUARY 1, 2024

The race into 2024 has begun, and the U.S. The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2024).

Government 52

Government CFP Investing Investments 52

Darrow Wealth Management

MAY 29, 2024

Here are some: Whether the incumbent president running for reelection Economic/geopolitical climate and expectations How close (and unpredictable) the election is Key issues of candidate and perceived threat to the stock market (e.g. Investment returns during an election year are generally driven by a blend of factors. Probably not.

Marketing 105

Marketing Marketing Asset Allocation Investing 105

Darrow Wealth Management

MAY 29, 2024

Here are some: Whether the incumbent president running for reelection Economic/geopolitical climate and expectations How close (and unpredictable) the election is Key issues of candidate and perceived threat to the stock market (e.g. Investment returns during an election year are generally driven by a blend of factors. Probably not.

Marketing 52

Marketing Marketing Asset Allocation Investing 52