International College of Financial Planning

JULY 31, 2023

Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. They are financial experts with extensive education and training in finance and investments. Their knowledge extends to various investment products, risk management, tax implications, and financial planning.

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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

DECEMBER 2, 2015

Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. 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.

Taxes 52

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Investing Caffeine

JANUARY 2, 2024

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in individual stocks, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe Here to view all monthly articles.

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The Irrelevant Investor

JULY 19, 2016

Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients." These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence. He taught me that asset allocation matters.

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Brown Advisory

JUNE 3, 2015

In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. In many clients’ portfolios we have eliminated our overweight position in U.S. As a result, we have incrementally moved assets out of traditional U.S. equities and U.S.

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Valuation Economy Banking Economics 52

Darrow Wealth Management

FEBRUARY 18, 2025

Stress testing a financial plan or retirement income goals is crucial to help ensure retirees wont run out of money under different conditions in the financial markets. This provides a confidence level that a client can achieve their lifestyle goals without running out of money in retirement.

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Investing Caffeine

MAY 3, 2023

Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation? This concept highlights the importance of rebalancing your portfolio as you get closer to retirement.

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Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. financial markets, to be a global leader for more than a century.

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Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. financial markets, to be a global leader for more than a century.

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Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Source: BLOOMBERG Source: Federal Reserve Bank of New York.

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Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS.

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Investing Caffeine

MARCH 1, 2024

Young investors generally can take on more risk, while retirees often should be more conservative in their asset allocation, especially if they need liquidity from their investments to fund their living expenses and lifestyle. Similarly, it wouldn’t make sense for the gold-medalist Olympian to train on the flat beginner runs.

Taxes 52

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WiserAdvisor

MARCH 19, 2024

It has also outperformed many traditional asset classes, such as stocks and bonds. Its non-correlated nature with financial markets makes it an effective diversification tool for high-net-worth investment portfolios, as it reduces overall portfolio risk and enhances long-term returns.

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Investments Investing Financial Advisor Taxes 45

Investing Caffeine

APRIL 1, 2022

At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique objectives and constraints. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Economics Valuation Investing 59

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. Listening is more than just a courtesy.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

FEBRUARY 1, 2022

If bond yields climb significantly to the point where returns are more competitive with stocks, I will likely be buying significantly more bonds for me and my Sidoxia ( www.sidoxia.com ) clients. Fed Jitters. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022).

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Investing Caffeine

MARCH 1, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

OCTOBER 2, 2023

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in individual stocks, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe Here to view all monthly articles.

Economics 52

Economics Economy CFP Government 52

The Big Picture

MARCH 5, 2024

It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So they’d give individual asset allocation to people and they’d go invest their money. But for us, the North star is always creating the best portfolios to deliver to our clients.

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Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Re-examine asset allocation, expected income and principal return expectations.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. Just let me buy the market and forget about it. And those folks are very often my clients. We basically came to the conclusion there was roughly a 95% chance it was gonna go to zero over a two year period.

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Assets Management Portfolio Marketing 173

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Sure, we have no shortage of problems or challenges, but where else are you going to put your life savings? This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2024).

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Government CFP Investing Investments 52

Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. If Iran, or Iran-backed militant group Hezbollah, throws their hat into the Israel-Hamas war ring, the U.S. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Economics Accounting 52

Investing Caffeine

JULY 5, 2023

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in NVDA, AAPL, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in CAVA, SVV, or anyother security referenced in this article. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

The Big Picture

JUNE 13, 2023

And as I’m sure you would appreciate, being here in New York is a very different reality than the rest of the Americas, partly when it comes down to visiting new clients in the Midwest, the part of the US. We had made a few investments, relationship from a client standpoint, from an LP standpoint. That was very exciting.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. I might have interacted in some form with several hundred clients.

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Marketing Marketing Investing Investments 147

Truemind Capital

JANUARY 17, 2025

Overall, we maintain our underweight position to equity (check the asset allocation below) on the back of pricey markets- the current PE ratio of 22.7x Other Asset Classes: Staying on course with our expectations, Gold performed exceptionally well in 2024, delivering 21% returns in last one year and 0.76% return in Q3 FY25.

Financial Market 59

Financial Market Marketing Marketing Asset Allocation 59

The Big Picture

MAY 21, 2024

But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions. And then, you know, from talking to clients, we get ideas around should you have a regime indicator?

Numbers 147

Numbers Management Banking Marketing 147

Truemind Capital

APRIL 11, 2025

Although, that provided stability to the financial markets and the economy, the US economy never recovered from the debt trap. Any attempts to reduce quantitative easing lead to stock market tantrums and economic slowdown. Diversify across asset classes – equity, debt & Gold and across geographies.

Asset Allocation 52

Asset Allocation Economy Valuation Portfolio 52

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation.

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The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. It doesn’t matter who the institutional client is, you would give him like an eight-second tee-up.

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