Harness Wealth

JANUARY 29, 2025

This strategy gives individuals the opportunity to reinvest in comparable but not “substantially identical” assets (as defined by the IRS), and maintain a similar portfolio exposure. The tax treatment of this loss will depend on how long the asset has been held. All of this adds up to a total tax saving of $5,550.

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. But down 40% and the multi-asset fund we've been talking about is still going to be pretty close to 25% in precious metals.

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Discipline Funds

JUNE 6, 2023

The economy has decelerated sharply in the last year, but we aren’t seeing data that is consistent with what the NBER would define as a “recession” So how concerned should we be about these technical definitions? In our view we’re still in the “muddle through” camp as it pertains to the economy.

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Economy Asset Allocation Valuation Communication 105

Truemind Capital

JANUARY 19, 2024

” I see many LinkedIn users saying this in times of low interest rates on FDs compared to eye-popping returns on other asset classes like equity and cryptocurrencies. Definitely not! The simple solution is asset allocation. Is it wrong to keep money in FDs? and Gold (ETFs, Funds, SGBs, etc.).

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Random Roger's Retirement Planning

OCTOBER 10, 2022

But the success of managed futures is drawing more and more attention and assets. It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion. Adam is part of the team that manages the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX).

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Random Roger's Retirement Planning

JULY 15, 2024

It definitely is valid. First up, the Harvard Endowment which posted the following asset allocation. Arguably neither one is very close in terms of how it replicates but borrowing the asset allocation from the top down yields what I would call a valid result. It closed due to low AUM but the performance was fine.

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Random Roger's Retirement Planning

MARCH 29, 2024

There are funds from other providers that do a similar strategy with various other asset classes and percentages. A 50% weighting would equal (there's some nuance here to learn about but this is close enough for today's post) putting 50% into stocks and 50% in bonds but with RSSB only 50% of the dollars would be exposed to risk assets.

Portfolio 97

Portfolio Asset Allocation Management Assets 97

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. And so, there’s definitely a pre and post. RITHOLTZ: Right. RITHOLTZ: Yeah.

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The Big Picture

FEBRUARY 6, 2024

So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. 00:13:13 [Speaker Changed] It’s an improvement of value or refinement on the definition of value. Is that, is that what you’re suggesting?

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Envision Wealth Planning

JUNE 8, 2022

That means returns and risk are just as important for your investments to be “sustainable,” using the old-school definition. Fortunately, asset allocation is the most important part of this recipe (versus the individual stocks or bonds you pick). And that’s okay!

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Investing Investments Asset Allocation Financial Advisor 52

Envision Wealth Planning

JUNE 8, 2022

That means returns and risk are just as important for your investments to be “sustainable,” using the old-school definition. Fortunately, asset allocation is the most important part of this recipe (versus the individual stocks or bonds you pick). And that’s okay!

Investing 52

Investing Investments Asset Allocation Financial Advisor 52

The Irrelevant Investor

JULY 1, 2018

By Drew Voros When you chase outperformance, you catch underperformance. By Jason Zweig Podcasts Designing an index is the new active With Patrick O'Shaughnessy and Eric Balchunas “What’s the one thing about money you wish someone told you when you were younger?”

Asset Allocation 52

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The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. The requirements for asset managers to have a bank were such that it would inhibit us a bit. JOHNSON: …for most assets. I also ran our credit card business at the time.

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eMoney Advisor

DECEMBER 27, 2022

At this level, the focus shifts to growing assets for long-term success and longevity. After all, the definition of being rich is as personal as the definition of happiness. Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks. Matching Services to Client Needs.

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Random Roger's Retirement Planning

JANUARY 29, 2023

Part of our conversation has looked at return stacking with this paper from ReSolve Asset Management spurring several blog posts. The simple definition of return stacking is using some amount of leverage such that you potentially increase the annualized rate of return a little bit while reducing the risk a little bit.

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Portfolio Asset Allocation Assets Management 75

Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. You can also get information on your performance and asset allocation. And, that’s it. There are no additional fees.

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The Big Picture

MARCH 5, 2024

00:01:59 [David Snyderman] I don’t know why I thought I could, but I definitely thought I could at the time and so I wanted to play at the highest level possible. So they’d give individual asset allocation to people and they’d go invest their money. So it’s, it’s assets like that.

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Banking Portfolio Assets Investing 147

James Hendries

AUGUST 24, 2022

Target Date Funds Can Help Asset Allocation. These funds are designed to evolve over time, slowly transitioning fund assets into more conservative investments as the target date nears. 2 Lost Decade Definition, Investopedia, [link]. Asset allocation does not ensure a profit or protect against a loss.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this.

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Random Roger's Retirement Planning

AUGUST 28, 2022

Rodrigo and Mike manage the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX). Also "capture the risk premiums associated with being long each asset class." It is certainly multi asset, not sure that it is true risk parity versus having been influenced by risk parity. My concern about this fund is how complex it is.

Portfolio 75

Portfolio Asset Allocation Assets Clients 75

Clever Girl Finance

OCTOBER 8, 2024

My investing success story investing As someone who believes in long-term investing when it comes to building my assets, I can definitely say that sticking to a regular investment routine pays off. Some months, you might buy at a loss, while in others, you might purchase more shares when prices are low.

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Investing Investments Risk Tolerance Portfolio 98

Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. a maximum and minimum percentage) that serves as a boundary for our ongoing allocation to each asset class.

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Asset Allocation Portfolio Assets Valuation 52

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. In the form of high-quality bonds, interest rate exposure has been a good diversifier to equity risk. Core vs Core Plus Bond Implementation.

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Asset Allocation Marketing Marketing Assets 52

Darrow Wealth Management

MARCH 28, 2022

Having cash and investable liquid assets gives you flexibility for the unknown. A strong savings rate relative to your income can help you build reserves before retirement—and during retirement, the focus should be maintaining a reasonable and flexible withdrawal rate relative to your investable assets. Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Random Roger's Retirement Planning

MAY 2, 2024

Finomial expanded the definition of factor funds to include long/short in addition to long only and it used the AQR Market Neutral Fund (QMNIX) which we use frequently in blog posts as the star of the group. The time period is short obviously but the asset allocation appears to work. MBXIX is a proxy for FIG's macro sleeve.

Portfolio 83

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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Portfolio Asset Allocation Taxes Investment Advisor 52

The Irrelevant Investor

OCTOBER 18, 2016

There are even gray areas in my simple definition. trillion benchmarked to the index, with index assets comprising approximately USD 2.2 Thirty years ago, index funds were less than one percent of assets under management, and today they (along with other passive vehicles such as exchange-traded funds) are about one-third.

Asset Allocation 52

Asset Allocation Assets Management Marketing 52

eMoney Advisor

MARCH 21, 2023

Portfolio Rebalancing Depending on what has been going on in the market, you may have clients whose portfolio asset allocations are no longer in balance. Loss Aversion: Definition, Risks in Trading, and How to Minimize.” Tax-Loss Harvesting: Definition and Example.” ” Investopedia , 2022. February 16.

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Financial Planning Planning Marketing Marketing 72

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. By definition, everybody can't beat the market. Investors were apparently seeking safer assets that morning, and the Bloomberg News service flashed this headline: U.S. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS. He taught me that asset allocation matters.

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Dear Mr. Market

MAY 27, 2022

For starters, yes indeed the definition of a bear market is when we’ve drawn down -20% from a fresh market high. We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market.

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Marketing Marketing Asset Allocation Assets 52

Zoe Financial

JANUARY 17, 2024

So, it’s definitely big news. 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?” We had Eric Clarke stepping down from Orion in May of last year.

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The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Yes.

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Banking Valuation Economy Investing 147

James Hendries

OCTOBER 7, 2022

While the Fed may still gradually increase rates throughout this year, it has already done a lot even as asset prices have come under increasing pressure. Starting yields on most fixed income asset classes are hovering around the highest yields we’ve seen in over a decade. Investing involves risks including possible loss of principal.

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. We could see a retest of 3.5% over the next few months.

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Portfolio Asset Allocation Taxes Investment Advisor 52

Random Roger's Retirement Planning

JULY 15, 2023

One seems to apply trend following to multiple assets including a large weighting to equities and the other looks to provide an absolute return strategy that kicks off an income stream. We wrote a few posts last year about the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) which is intended to be an all weather strategy.

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Management Asset Allocation Portfolio Assets 68

ClearMoney

MARCH 1, 2022

A more nuanced framework takes the spirit of active and passive definitions—betting against market prices vs. embracing them—and examines how it applies to an investment’s underlying philosophy and implementation. However, this stretches the definition of “passive.” Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

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James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. As we look ahead, the months of November and December have historically been constructive for asset prices. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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