The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investing 299

The Irrelevant Investor

JANUARY 4, 2016

What the optimal asset allocation will be over the next twelve months. How fast or slow the economy will expand or contract. How you will react to large market moves without a plan to guide you. What the best asset class/sector/stock will be over the next year. What is priced in to the market.

Asset Allocation 52

Asset Allocation Assets Planning Economy 52

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. Slome, CFA, CFP® Plan. Source: Visual Capitalist Why So Bullish? What has investors so jazzed up in recent months? For starters, inflation has been on a steady decline for many months. a few months ago to 3.9%

Economy 98

Economy CFP Accounting Investing 98

Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. This resulted in inflation to the levels last seen 40 years ago in many developed economies. But first a quick recap. US Fed increased its balance sheet size from ~$4-4.5

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Nationwide Financial

DECEMBER 7, 2022

Maintaining an appropriate asset allocation for an investor’s specific goals and risk tolerance is critical for long-term success. There’s value in staying invested in that asset allocation and not trying to time the market’s ups and downs or succumbing to fear when markets turn tumultuous.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Darrow Wealth Management

MARCH 28, 2022

A strong savings rate relative to your income can help you build reserves before retirement—and during retirement, the focus should be maintaining a reasonable and flexible withdrawal rate relative to your investable assets. Make a plan and stress test it for volatile or bear markets. Plans that don’t bend, break.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. Risk Tolerance: What is your asset allocation? Tax Planning: Are you maximizing your tax-deferred investment accounts? default on its debt?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Nationwide Financial

MARCH 1, 2023

Even with diligent financial planning, relying on a single source of income may expose a client to heightened financial risk during an economic downturn. A suitable asset allocation between stocks and bonds would enable clients to manage market volatility with greater confidence. Diversify your client’s income sources.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Investing Caffeine

JUNE 3, 2024

most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. On the flip side, during 2022, the economy was firing on all cylinders. Slome, CFA, CFP® Plan. Remember that global pandemic back in 2020 called COVID-19 that killed over 350,000 people in the U.S.? It fell -19%.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. The economy was in shambles and trade was majorly localized and was done using barter methods. A sample tactical allocation for a moderate risk profile investor can be something like this: The above image is for illustration purpose only.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Truemind Capital

JANUARY 16, 2024

Stories of someone in your circle making a lot more money than you have a great potential to disturb the peace of mind and create an urge to go against the carefully laid out strategies & plans. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. We could see a retest of 3.5% over the next few months.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

SEI

AUGUST 2, 2022

Investments and economy. Retirement plan sponsors. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Market volatility: Reminder to prepare for downturns. Tue, 08/02/2022 - 14:05.

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Nonprofit Marketing Marketing Risk Management 52

Zoe Financial

JANUARY 17, 2024

The second headline was Edelman Financial engines closed down their tax prep services (separate/different from their tax planning services). Economies and markets fluctuate. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 52

Investing Caffeine

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. The short answer is that companies are making money hand over fist and the economy remains strong (3.6% over the next couple of years. If Things Are So Bad, Why Are Prices Going Up? unemployment rate; record 11.3m

Economy 59

Economy Economics Valuation Investing 59

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. A stale investment policy may impede efforts to meet today’s budgetary challenges.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. However, regulatory challenges have delayed its listing plans. As India’s economy expands, NSE stands to benefit from increased market activity.

Compliance 90

Compliance Banking Management Risk Management 90

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. The bull market took a pause for the month, but consumer wallets remain fat, the economy keeps chugging, the employment picture remains strong, and stock prices remain up +12% for the year (S&P 500). Slome, CFA, CFP® Plan.

Economics 52

Economics Economy CFP Government 52

WiserAdvisor

MARCH 19, 2024

The affluent also understand the importance of minimizing taxes on their investment gains and employ sophisticated tax planning strategies to take advantage of tax-efficient investment vehicles and maximize their after-tax returns. They are characterized by rapid economic growth and increasing integration with the global economy.

Investing 45

Investing Investments Financial Advisor Taxes 45

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. By Taylor Graff, CFA, Asset Allocation Analyst. Not Appropriate.

Transportation 52

Transportation Government Economy Asset Allocation 52

James Hendries

OCTOBER 7, 2022

While there may be continued volatility in the near-term, we believe the surest path forward remains to stay true to your existing financial plan. Asset allocation does not ensure a profit or protect against a loss. Please contact us if you have any questions. Important Information. All index data from FactSet.

Clients 52

Clients Asset Allocation Portfolio Assets 52

Brown Advisory

DECEMBER 2, 2015

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. The market for high-yield bonds has become increasingly polarized as falling energy prices and slowing emerging market economies have broadly crimped company revenues.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

DECEMBER 2, 2015

Such a perspective is more than just a state of mind: it’s the benefit of taking deliberate, practical steps toward the sound decision making and management necessary to achieve clarity and instill confidence in any long-term plan. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Investing Caffeine

MARCH 1, 2022

By taking all these factors into account, we can confidently state that Russia and Ukraine have a very low probability of solely pulling the global economy into recession. If history repeats itself, this conflict will turn out to be another garden variety decline in the stock market and an opportunity to buy at a discount. www.Sidoxia.com.

Economics 59

Economics Accounting Advertising CFP 59

James Hendries

NOVEMBER 3, 2022

However, times like September when pessimism is at an extreme and emotions are running high, is often when investors need to steadfastly adhere to a clear-eyed view of market history and a good plan. As we look ahead, the months of November and December have historically been constructive for asset prices. All index data from FactSet.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Value Target to 4,000-4,100 from 4,300-4,400. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Investing Caffeine

MARCH 1, 2024

The risk-adjusted aspect of your nest-egg is also important because most people should consider decreasing risk as you more closely approach retirement age, especially if you are planning to tap your investments for liquidity. Slome, CFA, CFP® Plan. The same concept holds true for investing. www.Sidoxia.com Wade W.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. Eurozone growth will probably speed up to 1.5% this year from 0.8%

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Dream or Opportunity?

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

WiserAdvisor

DECEMBER 11, 2022

The New Year is an excellent time to start planning for your financial needs for the future. It is also an excellent time to plan your tax liabilities and look for ways to minimize them. The year 2023 can be particularly challenging as the economy heads towards a recession. It can offer you a fresh start and perspective.

Financial Advisor 40

Financial Advisor Taxes Retirement Planning 40

WiserAdvisor

DECEMBER 29, 2022

A budget is the foundation of a financial plan. Understanding the financial calculations for capital gains helps you plan the redemption of your investments. Inflation increases year-on-year and is defined as the rise in the prices of goods and services in an economy. Therefore, you must plan accordingly. Cash flow.

Investing 52

Investing Investments Financial Advisor Planning 52