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.

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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

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Truemind Capital

JANUARY 16, 2024

Indian stock markets continued to enjoy its bright spot perception globally, drawing more funds that catapulted the Sensex levels by 10% over the Oct-Dec quarter. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio.

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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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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. Incomes and Expenses Evaluate your current financial situation.

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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. The 5-15 year bucket is a little trickier, but should still be easier to manage because you’ll never be 100% exposed to stocks in that bucket.

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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. Incomes and Expenses Evaluate your current financial situation.

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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. tax law.

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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. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

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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.

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Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.”

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Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. 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.

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Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. About the company The National Stock Exchange of India stands as a powerhouse in the global financial landscape. NSE manages 400 indices under the NIFTY brand. Key points 1.

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International College of Financial Planning

DECEMBER 29, 2024

Understanding the Value of Financial Planning Education Financial markets are becoming increasingly intricate, requiring professionals to stay ahead through continuous learning and development. This comprehensive knowledge becomes invaluable when serving clients with diverse financial needs and objectives.

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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.

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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. Reassess asset allocation. Choose investment managers with solid long-term performance. Only 12% of U.S.

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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. Engaging with a skilled financial advisor can empower you to manage your taxes proactively.

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International College of Financial Planning

JULY 31, 2023

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

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The Irrelevant Investor

JULY 19, 2016

It's pretty clear that Howard Marks , chairman and co-founder of Oaktree Capital Management, has read a lot of Charlie Munger. The two headlines look superficially like explanations of what happened in the market, but a statement that can explain two contradictory outcomes explains nothing at all.

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Investing Caffeine

JANUARY 2, 2024

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

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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. Last reviewed February 2025] The post Stress Test Your Retirement Income Plan appeared first on Darrow Wealth Management.

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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

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission.

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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.

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Investing Caffeine

MARCH 1, 2024

One way to maximize return is to lower costs, including lower management fees, fund fees, and transaction costs. At Sidoxia Capital Management , we have experienced this marvel on many of our investments, including our exponential gains in Amazon.com, which we first purchased in 2008 at s split-adjusted price of about $2.95

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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.

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Investing Caffeine

JANUARY 19, 2024

Wade Slome, President and Founder of Sidoxia Capital Management, recently had the pleasure of being featured on The Douglas Coleman Show hosted by Douglas Coleman.

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WiserAdvisor

MARCH 19, 2024

Unlike investment vehicles, such as stocks or mutual funds, real estate investments also offer greater control and flexibility over the assets. Investors can access the precious metals market through gold Exchange-Traded Funds (ETFs) or shares of gold mining companies as an alternative.

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Investing Caffeine

MAY 2, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Investments 59

Investing Caffeine

MARCH 1, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

APRIL 1, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (April 1, 2022). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

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Investing Caffeine

FEBRUARY 1, 2022

In the face of this scary period, the stock market (S&P 500) still managed to approximately climb a respectable +22% (albeit with some volatility). This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). Slome, CFA, CFP®.

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Investing Caffeine

OCTOBER 2, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

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Economics Economy CFP Government 52

WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. Absolutely true.

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WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Hybrid Robo-advisors are ideal for investors comfortable with technology.

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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.

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