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. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

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.

Investing 52

Investing Investments Asset Allocation Marketing 52

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. Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review. Strategic Advisory.

Investing 52

Investing Investments Asset Allocation Marketing 52

International College of Financial Planning

JULY 31, 2023

They are professionals who hold specialized degrees or certifications in finance, economics, or related fields. Their knowledge extends to various investment products, risk management, tax implications, and financial planning. By diversifying investments advisors can help with asset allocation.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

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?

Economy 98

Economy CFP Accounting Investments 98

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. Carson’s leading economic index indicates the economy is not in a recession. This has run contrary to most economists’ predictions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

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. Reassess asset allocation. Consider changes to portfolio construction. and Germany—have fueled volatility.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Darrow Wealth Management

MARCH 28, 2022

Trying to anticipate and subsequently prepare for the next market correction/recession/etc. Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

WiserAdvisor

DECEMBER 15, 2023

They break down complex concepts and equip you with the knowledge needed to invest in financial markets. A financial advisor can also help you recognize and overcome inherent biases that might cloud your judgment. A financial advisor can actively monitor your investments. For example, tax laws are perennially complex.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

The Irrelevant Investor

JULY 19, 2016

On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. 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.

Investing 52

Investing Investments Asset Allocation Assets 52

Investing Caffeine

OCTOBER 2, 2023

Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. rate (see chart below). Under this scenario, you are likely to stay put and not sell your home. for the month.

Economics 52

Economics Economy CFP Government 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. Concern about future economic growth undermines valuations.

Valuation 52

Valuation Economy Banking Economics 52

WiserAdvisor

MARCH 19, 2024

Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. It can also lead to financial losses.

Investing 45

Investing Investments Financial Advisor Taxes 45

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investing 59

The Better Letter

OCTOBER 5, 2023

This math explains why we shouldn’t be surprised when the market remains “irrational” far longer than seems possible. Even worse, our economic and market models typically assume a “mild randomness” of market fluctuations. But we are. The world is far more random than we’d like to think.

Insurance 112

Insurance Food Asset Allocation Retirement 112

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. 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 it has a lot of parallels to the way we think about asset allocation at Magnetar.

Banking 147

Banking Portfolio Assets Investments 147

Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Japan’s GDP had grown by an average of more than 5% per year from 1950 to 1989—a true post-War economic miracle. As important, however, is the contrast in how the two countries have dealt with financial or economic crises.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth.

Investing 52

Investing Investments Assets Economics 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Investing 59

Brown Advisory

DECEMBER 2, 2015

A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. . By Taylor Graff, CFA, Asset Allocation Analyst. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

WiserAdvisor

JANUARY 8, 2023

The economic strain of the pandemic continued. The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This can impact bonds.

Financial Advisor 40

Financial Advisor Investing Investments Portfolio 40

WiserAdvisor

JANUARY 23, 2024

Your financial advisor should proactively communicate the rationale behind investment decisions, changes in strategy, and any adjustments made to your portfolio. Regular updates should include insights into market conditions, economic trends, and how these factors impact your investments.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Investing Caffeine

FEBRUARY 1, 2022

Source: Federal Reserve Economic Data (FRED). Furthermore, if you give the Fed the benefit of the doubt of achieving this uncertain target, this 2.5% level is very appealing and still extremely low, historically speaking ( see chart below ). Many investors are very myopic in their focus on U.S. interest rates.

Math 52

Math Assets Investing Investments 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. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. That’s amazing leverage. Otherwise, why not just buy passive?

Assets 173

Assets Management Portfolio Marketing 173

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. Below are the key terms associated with asset allocation.

Asset Allocation 45

Asset Allocation Assets Risk Tolerance Portfolio 45

The Big Picture

JUNE 13, 2023

RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. Certainly that helps the top 10 percent in the United States.

Banking 147

Banking Assets Investments Investing 147

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). Source: The Financial Times. knock to growth for the U.S.,

Economics 59

Economics Accounting Advertising CFP 59

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. Economic growth in the U.S. Midyear Planning Tools for 2016. Investments.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. 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.

Marketing 147

Marketing Marketing Investments Investing 147

Investing Caffeine

NOVEMBER 1, 2023

However, the economic impact should not be overstated either. In other words, the hundreds of billions of dollars in financial stock market losses this month are not proportional to the Mideast economic losses incurred thus far. And let’s not forget, economic activity is not dropping to zero.

Marketing 52

Marketing Marketing Economics Accounting 52

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 For the full year of 2024, the benchmark Shanghai Composite Index rose by 12.67% after the Chinese government announced significant economic support measures.

Financial Market 59

Financial Market Marketing Marketing Asset Allocation 59

The Big Picture

MAY 21, 2024

So today I, 00:52:05 [Speaker Changed] And by the way, a bear market in both stocks and bonds 00:52:07 [Speaker Changed] And bonds, exactly. I know you like to discuss there are different phases of the, of the, both the market and the economic cycle. 00:52:12 [Speaker Changed] Exactly. And when I was younger Interesting.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And when that light goes on, it’s like, Hey, if everybody is discounting a recession, then the market’s figured it out a long time ago. Like I think trickle down economics is stupid, right?

Math 147

Math Marketing Marketing Engineering 147

Investing Caffeine

FEBRUARY 1, 2024

Inflation dropping ( see chart below ), the Federal Reserve signaling a decline in interest rates, low unemployment ( 3.7% ), and healthy economic growth ( +3.3% Q4 – GDP ) have all contributed to the continuing bull market run. When it comes to the financial markets, money continues to go where it is treated best.

Government 52

Government CFP Investing Investments 52

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. RITHOLTZ: Of course. RITHOLTZ: Yup.

Economics 147

Economics Economy Marketing Marketing 147

Darrow Wealth Management

MAY 29, 2024

Historically, Republicans have valued lower taxes and less regulation (both of which the market likes), but as evidenced in earlier charts, that doesn’t necessarily translate to higher returns during an administration. All were a result of major geopolitical or financial market events versus the election itself.

Marketing 104

Marketing Marketing Asset Allocation Investing 104