Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not all that often. morningstar.com) Old school Would Ben Graham buy Meta ($META) stock?

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Truemind Capital

AUGUST 12, 2023

We believe the markets will be more volatile over the next 1 year than they have been in the last 7 years. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Overall, we continue to recommend sticking to asset allocation with discipline.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

JANUARY 16, 2024

We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio. We continue to hold positions in large-cap value stocks and maintain no allocation to mid & small-cap funds. You can write to us at connect@truemindcapital.com or call us at 9999505324.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

APRIL 21, 2023

As of 31st March 2023 Looking forward, we believe the heightened global uncertainties, and unsupportive valuations in light of slowing earnings growth in the US and Indian markets may induce more volatility and hence more opportunities for long term investors. This approach has delivered outperforming results for our clients over the last 1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

A Wealth of Common Sense

JANUARY 10, 2023

It’s now well-documented that 2022 is one of the worst years in history for financial markets. Past performance tells us nothing about future performance but studying market history can provide. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

Financial Market 145

Financial Market Portfolio Marketing Marketing 145

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

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 78

Asset Allocation Economy Financial Market Assets 78

A Wealth of Common Sense

SEPTEMBER 3, 2023

I love studying financial market history. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature.

Marketing 134

Marketing Marketing Financial Market Asset Allocation 134

Discipline Funds

JUNE 6, 2023

But the stock market is forward looking and thus far the economy and corporate profits are holding up better than expected. The financial markets aren’t the economy and the economy won’t even show a technical recession until long after it’s actually happened.

Economy 102

Economy Asset Allocation Valuation Communication 102

Discipline Funds

OCTOBER 18, 2024

The simple answer is that the short-term movements of the stock market should be irrelevant to your financial plan assuming you have a well constructed temporally diversified portfolio. 2) Stock market gambling.

Financial Planning 106

Financial Planning Asset Allocation Assets Insurance 106

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. 1 The financial markets are where we allocate our savings. stock market return you have to be willing to endure 2.5X

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. I created the Defined Duration strategy because I am trying to better solve for time in asset management. Heck, I am working on one.

Assets 90

Assets Asset Allocation Financial Planning Economy 90

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. Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield. Strategic Advisory.

Investing 52

Investing Investments Asset Allocation Marketing 52

The Irrelevant Investor

MARCH 3, 2019

By Morgan Housel The smoothest life paths sometimes fail to teach us about what really brings us satisfaction day to day By Charles Duhigg You should always cherish your exceptions because markets are full of them By Ben Carlson Retirement comes down to your savings rate and asset allocation.

Asset Allocation 52

Asset Allocation Retirement Accounting Financial Market 52

Darrow Wealth Management

MARCH 28, 2022

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.), or downturn in the financial markets that could occur at any time is just common sense. Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

International College of Financial Planning

JULY 31, 2023

Investment advisors are skilled in constructing well-balanced portfolios encompassing a mix of stocks, bonds, real estate, and other asset classes. By diversifying investments advisors can help with asset allocation. Mix of uncorrelated assets in Portfolio ensures superior risk-adjusted returns.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 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.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Trade Brains

SEPTEMBER 26, 2024

Financial services became the backbone of India’s growth. Key indicators like banked population and market capitalization improved. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Comment below.

Compliance 90

Compliance Banking Management Risk Management 90

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

The Irrelevant Investor

JULY 19, 2016

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. Ferri was an early champion of indexing and asset allocation for financial advisors. He taught me that asset allocation matters.

Investments 52

Investments Investing Asset Allocation Assets 52

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

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. So it has a lot of parallels to the way we think about asset allocation at Magnetar.

Banking 147

Banking Portfolio Assets Investments 147

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. 1 But as the market ups and downs that began back in 2020 have persisted, there are forces of human nature that can cause clients to act rashly.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

The Better Letter

OCTOBER 5, 2023

However, as Mandelbrot is careful to emphasize, it is empty hubris to think that we can somehow master market volatility. When one looks closely at financial-market data, seemingly unexplained accidents routinely appear. The financial markets are inherently dangerous places to be, Mandelbrot stresses.

Insurance 112

Insurance Food Asset Allocation Retirement 112

Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. The main risk of a recession last year was due to the Federal Reserve raising rates as fast as it did, which adversely impacted housing, financial markets, and business activity. The recovery in housing is notable.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Investing Caffeine

JANUARY 2, 2024

You may have witnessed some fireworks on New Year’s Eve, but those weren’t the only fireworks exploding. The last two months of 2023 finished with a bang! More specifically, over this short period, the S&P 500 index skyrocketed +13.7%, NASDAQ +16.8%, and the Dow Jones Industrial Average +14.0%.

Economy 98

Economy CFP Accounting Economics 98

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.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

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

Taxes Risk Tolerance Retirement Investing 52

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

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. By Taylor Graff, CFA, Asset Allocation Analyst.

Valuation 52

Valuation Economy Banking Economics 52

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 59

Wealth Management Management Risk Tolerance Retirement Planning 59

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.

Investing 45

Investing Investments Financial Advisor Taxes 45

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

Brown Advisory

NOVEMBER 12, 2019

THE “JAPANIFICATION” QUESTION 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. financial markets, to be a global leader for more than a century.

Investments 52

Investments Investing Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

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. financial markets, to be a global leader for more than a century. PORTFOLIO IMPLICATIONS. economy, and by extension U.S.

Investments 52

Investments Investing Assets Economics 52