MainStreet Financial Planning

DECEMBER 20, 2023

Identify what areas you could cut back or reallocate funds to align with your financial goals for the new year If you don’t yet have a budget – here is a great article from Vida about a good place to start Consider using a budgeting app to help you track your spending – here are a few good options of apps we would recommend.

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WiserAdvisor

APRIL 25, 2023

This article will explore how often to rebalance your 401(k). Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. As the different investments in a portfolio perform differently, the portfolio’s allocation can alter over time.

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Validea

JULY 27, 2022

The James Webb Telescope is a game-changing astronomical research tool, but this is an investing blog so I won’t spend the whole article talking about astronomy (although I wish I could), but instead I’ve tried to weave together what investors may be able to learn from the James Webb Telescope and its incredible new footage of the universe.

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The Big Picture

MAY 9, 2023

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams.

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Clever Girl Finance

OCTOBER 8, 2024

Articles related to investing Yes, now is a good time to invest! Understand your risk tolerance Assess your age, income, and goals to determine your risk appetite. Longer time horizons allow for greater risk, while short-term needs may require a more conservative approach with more stable returns.

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WiserAdvisor

DECEMBER 3, 2023

It ensures that your portfolio aligns with your risk tolerance and enables you to establish the desired equilibrium between stocks and bonds. This helps you maintain a risk profile that resonates with your financial goals. It allows you to realign your asset allocations as your financial objectives evolve.

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WiserAdvisor

DECEMBER 15, 2023

This article explores different ways in which financial advisors can help you with wealth accumulation for retirement. It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant. How do financial advisors help in retirement income accumulation?

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Workable Wealth

SEPTEMBER 16, 2020

Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in. Dollar-Cost Averaging.

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WiserAdvisor

FEBRUARY 29, 2024

This article will help you understand the benefits of working with a financial advisor to secure your financial future. This process is not only intricate but also pivotal in ensuring that your investments align with your financial objectives and risk tolerance.

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Investing Caffeine

JUNE 3, 2024

Short-term news cycle headlines shouldn’t drive portfolio decision-making, but rather your personal objectives, goals, and risk tolerance. These items are not static, and can change over time, therefore it’s important to revisit your asset allocation periodically as financial circumstances and life events change your objectives.

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WiserAdvisor

MARCH 30, 2023

In this article, we will explore the benefits and drawbacks of goal-based investing and some key considerations and strategies for successfully implementing this approach. Understand your risk appetite The third step is to determine the level of risk you are willing to take to achieve your goals. This can be a complex process.

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Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. In a diversified portfolio that that takes account of your risk tolerance, we strongly believe low-cost, tax-efficient, long-term investing is the best way to create your retirement masterpiece.

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Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. Feel free to share this article with anyone who you think may have interest in learning more or reach out directly with any additional questions.

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Zoe Financial

MAY 18, 2023

They can help you analyze your current investments, optimize your asset allocation, and make necessary adjustments to ensure your retirement nest egg grows steadily. They have the experience and expertise to help you develop a long-term investment strategy that aligns with your risk tolerance and financial goals.

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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). Subscribe Here to view all monthly articles.

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Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. Like other similar products, they first determine your risk tolerance, personal preferences, and investment goals. This will help you to create an asset allocation that will get you where you need to go with your investments.

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Darrow Wealth Management

JUNE 27, 2022

Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. and ex-U.S. Source: Callan Institute. investors in other circumstances.

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WiserAdvisor

DECEMBER 13, 2023

In this article, we dive into the nitty-gritty of why saving for retirement should top your financial priorities list, the optimal time to start, and the best ways to save for retirement, ensuring you’re well-equipped to turn those retirement dreams into reality.

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Good Financial Cents

SEPTEMBER 2, 2022

For example, the “investing super app” known as M1 Finance offers its own resources hub with educational articles, and the app itself makes it easy to learn about investing at every turn. You can choose the type of pie you want to invest in based on your risk tolerance and timeline, or you can create your own pie.

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Harness Wealth

JUNE 1, 2023

In this article, we’ll break down the impacts that professional financial planning can have on investment performance, and help you understand how to determine if working with a financial advisor is right for you. Yet, some individuals might be skeptical about the cost of these services.

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Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification.

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WiserAdvisor

SEPTEMBER 27, 2023

This article will also delve into the actions you can take if your 401(k) balance is over $2 million at 50+ to ensure you have a financially secure retirement. Assess your risk tolerance Protecting your hard-earned savings of over $2 million from market volatility becomes paramount during this phase of your financial journey.

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Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. It is not representative of an actual portfolio.

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Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation.

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WiserAdvisor

SEPTEMBER 6, 2023

This article will discuss the optimal number of times you should check your average retirement account balance and what you can do to avoid unnecessary stress. Checking your retirement account balance early on is essential to confirm that your asset allocation matches your risk tolerance and long-term goals.

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Dear Mr. Market

MAY 9, 2022

90% of people reading this article will have gotten it wrong. We wrote about capitulation just two years ago in this article. Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. Click here for a quick refresher.

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WiserAdvisor

MARCH 19, 2024

This article will also explore some of the key investments favored by the wealthy and how they leverage these opportunities to achieve their financial goals. These strategies primarily involve asset allocation , tax planning, estate planning, and retirement planning, among other things.

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WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Asset allocation and goal-oriented savings.

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WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. It aims to mitigate risk while capturing growth opportunities​​​​.

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