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What Is In Your Control?

The Big Picture

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

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Adviser links: making the right decisions

Abnormal Returns

standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. riabiz.com) Retirement accounts On the downside of holding non-traditional assets in an IRA. investmentnews.com) Why funds in pre-tax retirement accounts need to be adjusted for taxes.

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Personal finance links: striving for more

Abnormal Returns

peterlazaroff.com) Investing There's no magic rule for asset allocation. theconversation.com) Taxes Earned income? flowfp.com) Billionaires pay their taxes differently. (podcasts.apple.com) Peter Lazaroff talks with Manisha Thakor author of “MoneyZen: The Secret to Finding Your “Enough.” Your child can open a Roth IRA.

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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

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How Asset Allocation Impacts Your Portfolio

WiserAdvisor

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. If not allocated efficiently, you may become subject to a slew of taxes and other charges.