The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Bonds, however, are more stable investments that provide income, but have much less upside. When you own a stock, you’re buying a piece of equity ownership in the company.

Risk Tolerance 58

Risk Tolerance Asset Allocation Assets Portfolio 58

WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., to generate optimal returns on their investments. However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. What is asset allocation?

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Asset Allocation Assets Portfolio Risk Tolerance 52

Abnormal Returns

OCTOBER 1, 2022

(theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. behaviouralinvestment.com) Venture capital What's the relationship between gambling and (venture) investing? medium.com) In Silicon Valley, investing in your friend's startup is the currency of the realm. year-over-year.

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Discipline Funds

AUGUST 16, 2024

The Great Financial Crisis was wonderful because it got people interested in economics. And it was terrible in that it convinced a lot of people that mainstream economics was wrong about almost everything. I think your bond/cash allocation should peak right around retirement. Asset allocation should be mostly boring.

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Asset Allocation Financial Planning Assets Retirement 121

Advisor Perspectives

MAY 6, 2024

With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.

Asset Allocation 52

Asset Allocation Assets Economics Investing 52

MainStreet Financial Planning

MARCH 7, 2025

In contrast, a fee-only, flat-fee financial planner provides transparent pricing, unbiased advice, and comprehensive financial planningwithout taking a percentage of your investments. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments. Are There Any Benefits to AUM-Based Advisors?

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Discipline Funds

NOVEMBER 11, 2024

This included: 2:44 Defined Duration Investing – my new asset allocation process by which I focus on quantifying the time horizons over which to use certain instruments and help match them to a financial plan. 39:58 Saving vs Investing – We call our investment portfolios the wrong thing.

Asset Allocation 52

Asset Allocation Portfolio Financial Planning Government 52

Clever Girl Finance

OCTOBER 8, 2024

Is now a good time to invest? Prices can go from all-time highs to major lows in just a few days, all thanks to global economics, interest rates, and political happenings. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market. Keep reading!

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Investing Investments Risk Tolerance Portfolio 98

Alpha Architect

DECEMBER 9, 2022

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

Asset Allocation 109

Asset Allocation Economics Assets Marketing 109

Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” Pursue diversity for better investment results!

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Truemind Capital

APRIL 19, 2024

Many investors decide their investments based on themes which have already gained a lot of popularity. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Investing Investments Accounting Portfolio 91

Validea

JULY 27, 2022

The James Webb Telescope is a game-changing astronomical research tool, but this is an investing blog so I won’t spend the whole article talking about astronomy (although I wish I could), but instead I’ve tried to weave together what investors may be able to learn from the James Webb Telescope and its incredible new footage of the universe.

Investing 104

Investing Investments Risk Tolerance Asset Allocation 104

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.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Darrow Wealth Management

MAY 22, 2023

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. Hold cash or invest? For those considering holding cash instead of investing, recognize that this strategy has risks too.

Investing 98

Investing Investments Accounting Wealth Management 98

Gen Y Planning

MARCH 10, 2025

This volatility is partially driven by uncertainty surrounding tariff policies and their potential economic impact. Here’s what we’re doing: Maintaining our long-term focus Short-term volatility doesn’t change the fundamental principles of sound investing.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

Validea

OCTOBER 12, 2022

But many investors have not seen significant inflation during their investing careers and didn’t recognize that during inflationary bear markets, bonds do the opposite and fall along with stocks. Protective Asset Allocation and Generalized Protective Momentum – Grade: A. During deflationary bear markets, bonds work great.

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Risk Management Management Asset Allocation Portfolio 115

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 93

Investing Investments Portfolio Assets 93

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Where Does Money Come From?

Investing 52

Investing Investments Asset Allocation Portfolio 52

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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Investment Advisor Investing Investments Risk Tolerance 52

Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

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

September 2016 Insights on Markets and Investments. 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. Mon, 09/12/2016 - 01:00. Investors snapping up U.S.

Investing 52

Investing Investments Asset Allocation Marketing 52

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

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Investing Investments Portfolio Assets 83

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I think it partly depends on the economic comfort in which you grew up.

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Investments Investing Management Retirement 147

The Irrelevant Investor

JULY 19, 2016

Everybody who ever invested a dime in the market had a mentor. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. The stock market is a giant distraction to the business of investing. Just buy the haystack! Fred Schwed Jr.,

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates.

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Clients Wealth Management Banking Investments 299

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).

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Alpha Architect

DECEMBER 15, 2023

The timing of equity factor premiums has a strong allure for investors because academic research has found that factor premiums are both time-varying and dependent on the economic cycle. The Temptation of Factor Timing was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economics 136

Economics Asset Allocation Assets Investing 136

Discipline Funds

AUGUST 2, 2024

And that’s the ultimate measure of the Fed’s success – are they able to normalize interest rates or do they end up having to shift interest rates because they flew too low for too long and now they have to try to enact an emergency engine thrust to avoid an economic stall? The same basic fact is true during booms.

Financial Planning 115

Financial Planning Assets Asset Allocation Economy 115

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. 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. Wed, 08/01/2018 - 10:37.

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Management Investing Investments Valuation 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. We’ve consistently reminded clients to keep enough cash and equivalents on hand so they won’t be forced to liquidate investments at inopportune times, should the markets pull back.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. We’ve consistently reminded clients to keep enough cash and equivalents on hand so they won’t be forced to liquidate investments at inopportune times, should the markets pull back. could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s.

Investing 52

Investing Investments Assets Economics 52

Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. 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. Here’s our latest strategic update given recent changes for Q4 and beyond.

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Asset Allocation Economy Financial Market Assets 77

WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Investing Investments Financial Advisor Taxes 45