The Big Picture

AUGUST 23, 2023

Perhaps this is why my definition of investing differs from the mainstream: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” – “ Imperfect information ” refers to the fact that no one can possibly know all there is to know at any given moment. .

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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.

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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Valuations across asset classes, and the importance of interest rates to these valuations. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets. Fri, 02/26/2021 - 13:22. Download the full report >. Download the full report >.

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Alpha Architect

DECEMBER 16, 2024

By evaluating various frameworks and proxies out-of-sample, free from biases like look-ahead bias, it provides more reliable methods for investors to make informed decisions about asset allocations. Estimating Long-Term Expected Returns was originally published at Alpha Architect.

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Darrow Wealth Management

FEBRUARY 9, 2025

When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%.

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Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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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.

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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.

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Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

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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.

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International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation. The key is to strike a balance between enjoying the present and securing the future.

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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.

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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.

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Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. klementoninvesting.substack.com) The research shows that short sellers are informed investors. Inflation Hedging inflation is harder than it looks.

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Tobias Financial

MARCH 16, 2025

This is a publication of Tobias Financial Advisors.The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only.

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The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt.

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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. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

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Alpha Architect

DECEMBER 9, 2022

For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information. Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor.

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Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. This includes the stock itself, its sector, industry, and other highly correlated assets.

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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.

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Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. savantwealth.com) Gathering and interpreting information has a cost. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis.

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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?

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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.

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Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? drorpoleg.com) Information disorder is a real thing. Not all that often. awealthofcommonsense.com) For the first time in a decade, TIPS finally look attractive. morningstar.com) Old school Would Ben Graham buy Meta ($META) stock? Then check out our weekly e-mail newsletter.

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Gen Y Planning

MARCH 10, 2025

The recent yo-yo pattern reflects investors processing new information and adjusting expectations. Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks. Strategic rebalancing as needed to maintain your target asset allocation, without making sweeping changes that could derail your plan.

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Carson Wealth

MARCH 7, 2024

While we plan with the most accurate information we have today, it’s inevitable that life will move in directions we didn’t expect. Develop Your Personal Asset Allocation Now that have your 401(k) and IRA open and funded, how can you determine the correct asset allocation for each? Talk to us today.

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Zoe Financial

MARCH 21, 2025

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Risk Management : Protecting assets from unforeseen events. Provide insights on asset allocation and risk management. Guide decision-making during uncertain times.

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Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. a year on average.

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Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute.

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MarketWatch

MAY 31, 2023

Great-West will also provide an initial asset allocation of $25 billion to Franklin Templeton’s specialist investment managers. Founded in 1937, Putnam Investments currently manages about $136 billion in assets. Visit MarketWatch.com for more information on this news. Franklin Templeton stock is down about 0.1%

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Random Roger's Retirement Planning

JANUARY 22, 2025

The starting point today is the that Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) has gone through a strategy change, renaming as the ReturnStacked Balanced Allocation & Systematic Macro Fund and keeping the same symbol. " balanced allocation and $1 of exposure to a systematic macro strategy."

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Random Roger's Retirement Planning

MARCH 30, 2024

Circling back to model ETF portfolio mentioned at the top of this post, the asset allocation was as follows. US Equity 56% Trend Following/Tactical 38% Emerging Market Equity 5% Cash 1% I don't know often that changes but that there is not a permanent allocation to fixed income is of course intriguing to me.

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International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. One can do CFP online course for the most comprehensive financial planning services, which often include asset management. As an individual investor, CFPs are experts in the field of personal asset management.

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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

NOVEMBER 28, 2024

The first example to look at they call Leverage In The Strategic Asset Allocation via this table in the paper. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. These are easy to model.

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Random Roger's Retirement Planning

DECEMBER 30, 2023

If all you use is a broad index fund then it will either be a good year or not so good, but assuming the proper asset allocation, who cares? That's enough to get it done assuming an adequate savings rate, appropriate asset allocation and no panicking.

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