MainStreet Financial Planning

MARCH 7, 2025

More Cost-Effective Over Time Instead of paying an ongoing percentage of your investments, a fee-only financial planner charges a fixed amount for their servicesoften saving clients hundreds of thousands of dollars over time. Side-by-Side Comparison: MainStreets Fee-Only, Flat-Fee Model vs.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly).

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James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

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Brown Advisory

AUGUST 19, 2022

From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

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WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

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James Hendries

OCTOBER 7, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Asset allocation does not ensure a profit or protect against a loss. Diversification does not protect against market risk.

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International College of Financial Planning

JULY 31, 2023

Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. As investment professionals, they offer personalized advice and customized strategies to help clients achieve their financial goals. By diversifying investments advisors can help with asset allocation.

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International College of Financial Planning

JULY 30, 2022

They can help you better prepare for future economic challenges and prevent you from going into debt. The key to building wealth is diversification and asset allocation. And the ability to adjust your asset allocation as your financial goals change strategically.

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Brown Advisory

MARCH 28, 2019

In this paper, we will discuss our framework for spend-rate analysis, and how we help our endowment and foundation clients translate this analysis into decisions for their portfolios. Each “shoestring” curve represents the expected outcomes for various allocation targets, assuming a given spend rate.

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Brown Advisory

MARCH 28, 2019

In this paper, we will discuss our framework for spend-rate analysis, and how we help our endowment and foundation clients translate this analysis into decisions for their portfolios. Each “shoestring” curve represents the expected outcomes for various allocation targets, assuming a given spend rate.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ?

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Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

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Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

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Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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Random Roger's Retirement Planning

OCTOBER 11, 2024

Crittenden manages the Standpoint Multi-Asset Fund (BLNDX/REMIX) which I've owned personally and for clients pretty much since the fund listed. FIG, the blue line, " is a modern take on the balanced portfolio, built to help navigate today’s toughest asset allocation challenges." Two things to note here.

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Investing Caffeine

JANUARY 2, 2024

Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. There are always plenty of unforeseen issues that could slow or reverse our economic train. a few months ago to 3.9% today (see chart below). Source: Yardeni.com What could go wrong?

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Brown Advisory

MARCH 30, 2018

Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. 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. Fri, 03/30/2018 - 11:57.

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Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. We believe that this structure enables our clients to contain risk while meeting their long-term objectives for returns.

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Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. stocks play in most investors’ core equity allocations.

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Brown Advisory

JULY 24, 2018

allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. stocks play in most investors’ core equity allocations.

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Investing Caffeine

JUNE 3, 2024

Bad economic news turned out to be good news for stocks. This time around, good economic news meant bad news for stock prices, primarily because the Federal Reserve was slamming the brakes on the economy by increasing the Federal Funds interest rate target. The S&P 500 surged +16.3% (see chart below). What did the stock market do?

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Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. Going forward we’ll update our readers and clients about the strategy and performance on a quarterly basis. We bring up that latter point with Ford being one of our current holdings.

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Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

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Workable Wealth

SEPTEMBER 16, 2020

Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . 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.

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Yardley Wealth Management

JUNE 12, 2023

I did get a couple of clients reach out about it, and this is basically what I said to them. Keeping our asset allocation and increasing our wealth. Garry I debated back and forth whether to write anything during the debt ceiling negotiations, which ended after 6 months of news, more tamely than anticipated.

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Zoe Financial

JANUARY 17, 2024

And this is just a reality, which is tax implementation is time-consuming and it’s often offered because clients want more for that 1%. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. But they did close tax prep.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Brown Advisory

JUNE 21, 2023

Read more > 2023 Asset Allocation Perspectives and Outlook 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. The economy shakes, but the market shrugs.

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The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So I actually went and worked in economics, I was an econometrician. And we all had different backgrounds and different investment ideas and different clients like us clients are very different from clients in other countries.

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Investing Caffeine

MARCH 1, 2022

As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2% a rounding error and less than 1% of total global economic activity). knock to growth for the U.S., Source: The Financial Times.

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Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

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The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

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Random Roger's Retirement Planning

JUNE 29, 2024

This really is about having the right asset allocation. Paying off the mortgage is a tricky question because it may not make economic sense, but it can make emotional sense. I've told this story before, a client wanted to buy a $40,000 pickup truck but only had a traditional IRA.

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Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. From an economic perspective, growth in the U.S. In the U.S.,

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Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. From an economic perspective, growth in the U.S. Incremental Equity Risks.

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