Nerd's Eye View

MARCH 12, 2025

Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.

Taxes 147

Taxes Portfolio Asset Allocation Assets 147

Nerd's Eye View

JULY 6, 2022

Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. In some cases, it is clear to advisors that it would be inappropriate to try to persuade a client to go against their values.

Clients 242

Clients Asset Allocation Financial Advisor Portfolio 242

Wealth Management

MAY 22, 2023

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

Asset Allocation 263

Asset Allocation Assets Clients 263

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. So too does the impact of the infamous daily latte.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. A MULTISTEP CLIENT-CENTRIC PROCESS.

Asset Allocation 98

Asset Allocation Assets Investments Investing 98

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Nerd's Eye View

JUNE 14, 2024

Nevertheless, these findings could reflect self-selection amongst advisors, with those who don't want to grow past a certain satisfying income (happily and profitably) remaining as solos, and those seeking greater growth upside joining teams.

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

MainStreet Financial Planning

AUGUST 16, 2022

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio. Some examples include U.S.

Asset Allocation 52

Asset Allocation Assets Risk Tolerance Portfolio 52

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 102

Clients Asset Allocation Retirement Planning Transportation 102

Truemind Capital

FEBRUARY 8, 2024

Simply, by applying a dynamic asset allocation plan – increase equity allocation when equity gets cheaper and reduce equity allocation when it is expensive compared to historical standards. Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. The value of the investment and the income from it will vary.

Asset Allocation 52

Asset Allocation Assets License Investing 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

Asset Allocation 52

Asset Allocation Assets License Investing 52

Random Roger's Retirement Planning

MARCH 21, 2025

One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives.

Asset Allocation 52

Asset Allocation Portfolio Assets Numbers 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. And, but at that point I was still fairly young and it wasn’t as much client facing x u s Right. Elizabeth Burton : Hi Barry.

Assets 147

Assets Management Investing Investments 147

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households.

Retirement 130

Retirement Portfolio Management Investments 130

Truemind Capital

APRIL 4, 2025

AI could eventually take over such tasks: – Investment recommendations based on past performance – Standard asset allocation models taught in theory and even used by many wealth managers – Service aspects regarding operations like transactions, reporting, changes in credentials, etc.

Wealth Management 52

Wealth Management Management Asset Allocation Investments 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Abnormal Returns

NOVEMBER 21, 2022

wealthmanagement.com) Brendan Frazier talks the four pillars of a client discovery meeting. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. (morningstar.com) Mark Bruno speaks with Brandon Kawal, principal of Advisor Growth Strategies, about the challenge of attracting talent.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Random Roger's Retirement Planning

MARCH 20, 2025

The asset allocation was 10% to hedges, 30% to T-bills for asymmetry but that seems more like optionality to me, 9% to edges which included one broad stock picking ETF, a derivative income fund and a short volatility product. None of them were hideously wrong out of the blocks but it's too soon to declare victory with them.

Investing 59

Investing Investments Portfolio Asset Allocation 59

Tobias Financial

MARCH 16, 2025

This is a representation of a general case scenario, however individual client timeline and experience may vary due to ones unique circumstances. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Investments 52

Investments Investing Risk Tolerance Asset Allocation 52

Million Dollar Round Table (MDRT)

APRIL 25, 2024

Many people — especially those who are quality clients — are willing to pay more for a trusted financial advisor they can build an enduring relationship with. Why should clients feel comfortable paying for financial advice? The advisor and client work together to identify goals and work toward them. As a result, service suffers.

Risk Tolerance 104

Risk Tolerance Financial Advisor Asset Allocation Advertising 104

Nationwide Financial

JANUARY 25, 2023

The start of a new year presents opportunities for clients to make positive changes for their financial futures. Clients should not get discouraged by their portfolio’s past performance. Here are some key points to use with clients as you help them assess their retirement plans.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Investment Writing

MAY 7, 2024

I sometimes ask my clients to substitute a different word when they use a word that’s not in the dictionary. That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. During this recent correction, none of our clients reached out to us with concerns. Because our client’s portfolios declined much less than the correction in the markets.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

AdvicePay

JULY 14, 2022

As low-cost online automated investment services have increased competition for portfolio management and asset allocation services, financial advisors have responded by moving up the value chain and adding a wide array of financial planning services to their business.

Financial Planning 75

Financial Planning Clients Planning Asset Allocation 75

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market. What Is Market Volatility?

Investing 52

Investing Investments Marketing Marketing 52

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Nationwide Financial

MARCH 1, 2023

As a financial professional, keeping your clients on track toward their goals is a key mandate, especially in times of recession or market upheaval. When a rough economic patch appears on the horizon, your clients seek your guidance to help them check their emotions and stick to a strategy to help them manage market risk.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72