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. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

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. This new bull market had a great start in 2023, but in historical terms, it is only a baby.

Economy 98

Economy CFP Accounting Investing 98

Investing Caffeine

MARCH 1, 2024

To put this AI wave into perspective, you need look no further than to the comments made by Meta CEO Mark Zuckerberg, who stated by the end of 2024, the company should have 350,000 of NVIDIA’s H100 graphics processing units (GPUs) as part of the company’s AI infrastructure. The same concept holds true for investing. www.Sidoxia.com Wade W.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Darrow Wealth Management

FEBRUARY 18, 2025

Stress testing a financial plan or retirement income goals is crucial to help ensure retirees wont run out of money under different conditions in the financial markets. between 1995 – 2024. We can’t predict the future, but we can control how we prepare a range of possible outcomes.

Retirement 52

Retirement Planning Retirement Planning Financial Planning 52

The Big Picture

MARCH 5, 2024

It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. 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

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. Long-term yields declined briefly on the news of the inclusion of India to the JPMorgan Government Bond Index-Emerging Markets starting June 28, 2024.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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% Most of our portfolios include a small allocation to Chinese markets.

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. And when that light goes on, it’s like, Hey, if everybody is discounting a recession, then the market’s figured it out a long time ago. Instead, I’ve worked with the same folks forever.

Math 147

Math Marketing Marketing Engineering 147

Investing Caffeine

FEBRUARY 1, 2024

The race into 2024 has begun, and the U.S. market is off to a quick start. 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 ). www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

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. All were a result of major geopolitical or financial market events versus the election itself.

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. All were a result of major geopolitical or financial market events versus the election itself.

Marketing 52

Marketing Marketing Asset Allocation Investing 52