The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Don’t miss any future posts, please subscribe via email.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

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Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation.

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International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation.

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The Chicago Financial Planner

NOVEMBER 8, 2021

If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Learn from the past . It is said that fear and greed are the two main drivers of the stock market.

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International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Discipline Funds

NOVEMBER 17, 2023

And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. That’s a lifestyle DISASTER.

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Carson Wealth

OCTOBER 26, 2022

If it sounds a bit complicated, it is — and I wouldn’t recommend repositioning your portfolio like this without involving your tax advisor and financial planner. She sells the shares in XYZ stock at a loss of $500,000 to offset the gain from the sale of her business. There are many, many moving parts.

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International College of Financial Planning

AUGUST 31, 2023

Understanding the importance of asset allocation is like building a strong financial foundation. It’s all about spreading your investments across different asset classes, like stocks, bonds, and real estate, to manage risk and maximize returns. This helps manage risk and maintain your desired balance of returns.

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Park Place Financial

MARCH 14, 2022

When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments. Individuals may also readjust their portfolios if their risk level changes and they need to develop a new asset allocation strategy. About Rebalancing Investments. RELATED BLOG POSTS.

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International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

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Discipline Funds

JULY 19, 2023

That’s great if you have a longer time horizon but it becomes a big financial planning problem if you need liquidity in a year like 2022 and the entire set of assets is deeply negative. The problem of time within an asset allocation is arguably the most important aspect of any sustainable financial plan.

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Validea

APRIL 17, 2023

Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn’t the whole story.

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Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Asset Allocation. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in.

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Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do? A Financial Advisor works with clients. Are you a fiduciary?

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Your Richest Life

SEPTEMBER 10, 2024

Finding Your Best Investing Strategy Tip #2: Understand and Diversify Your Asset Allocation In addition to your goals, the asset mix in your portfolio should reflect your time horizon and risk tolerance. The key is finding the right financial planner, and I have a guide for how to do that here.

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Carson Wealth

DECEMBER 1, 2022

Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. A financial advisor can also help you determine what types of accounts, such as taxable, IRA or Roth IRAs , are best to help you meet your goals.? Work With a Financial Advisor .

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eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Our partners at Fidelity developed a concept that speaks to how the wealth management business can continue to provide value to clients.

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Yardley Wealth Management

JUNE 12, 2023

Keeping our asset allocation and increasing our wealth. I have been doing this for 25 years now and I can tell you that every single person who has made me sell out because of anticipating some event or a market downturn has regretted it in the long run.

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Park Place Financial

SEPTEMBER 8, 2022

A will becomes more important if you have specific instructions regarding asset allocation or would like to donate to a non-profit organization. . Estate planning is a crucial aspect of family financial management, but it can be challenging to determine the best course of action without some guidance.

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International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

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Darrow Wealth Management

FEBRUARY 18, 2025

However, if you never engage a financial planner how will you know if your retirement portfolio can survive different market cycles? Stress testing a financial plan using simulations can find the probability of outcomes over a long-term plan. This produces a probability of success across all trials.

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Park Place Financial

SEPTEMBER 8, 2022

Overall, although probate can be a painful process, it prevents the uncertainty of leaving loved ones without a will to guide asset allocation. . Gain Estate Planning Guidance from Park Place Financial . The state will distribute your wealth as they see fit, which may not match your wishes.

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WiserAdvisor

JANUARY 27, 2023

HNWIs often have specific financial needs and goals, such as wealth preservation, tax efficiency, diversifying investments, and estate and succession planning for their wealth. Rebalancing refers to the process of realigning the portfolio’s asset allocation to reflect your current financial goals, risk appetite, and needs.

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Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia.

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Carson Wealth

JUNE 14, 2022

A financial adviser can help you personalize a core/satellite approach. Meeting with a financial planner can also help you set a course of action, decide on weekly savings targets and develop an asset allocation built around your college savings needs. Add the moon to your college savings plan.

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Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia.

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Tucker Advisors

NOVEMBER 3, 2021

Because of issues like inflation, longevity, and income insecurity, to name just a few, the first step for any person preparing for retirement is to meet with a financial planner who specializes in retirement planning,” said Tucker Financial President Darren Petty. Also, it ignores the fact that some annuities are paying 5.5%

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Harness Wealth

JUNE 1, 2023

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy.

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WiserAdvisor

SEPTEMBER 27, 2023

It is often advisable to consult with a tax advisor or financial planner who can run projections to determine the most tax-efficient strategy for your specific circumstances. They can also provide guidance on whether to adjust your asset allocation as you move closer to retirement.

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Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio.

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Discipline Funds

JUNE 26, 2023

Names like Buffett and Bogle might be more recognizable to the common investor, but Markowitz had more influence on financial planning and asset allocation than any person in financial history.

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Financial Symmetry

MARCH 25, 2025

One critical challenge of living longer is maintaining financial health. Longevity means we need to think differently about financial planning and consider more nuanced asset allocation strategies to withstand market volatility over extended periods of time.

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Nerd's Eye View

NOVEMBER 25, 2022

Several easy ways advisors can help find unclaimed assets and save money as the year comes to an end. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation.

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