International College of Financial Planning

AUGUST 31, 2023

However, if you spread your investments across multiple stocks, a drop in the value of one stock (in a sector) would have a minimal impact on your overall portfolio. Understanding the importance of asset allocation is like building a strong financial foundation. How Investment Advisors Play an Important Role?

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Portfolio Certified Financial Planner Investing Investments 52

Truemind Capital

JANUARY 24, 2024

Lack of choice: When you invest in an HF of a particular fund house, your investments are managed by the debt and equity team of the same fund house. When you invest separately in pure equity and debt funds, you are in better control to align the overall asset allocation suitable to your risk profile.

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Asset Allocation Fee Only Assets Taxes 52

Truemind Capital

SEPTEMBER 10, 2019

Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Unchecked conflict of interest can ruin your investment returns. Click here to read more about how investment advisors’ conflict of interest is dangerous for you.

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

Random Roger's Retirement Planning

MAY 10, 2023

All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

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

Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. You can also get information on your performance and asset allocation. And that’s a huge win we can all settle for. Is Personal Capital for Me?

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Management Investing Investments Accounting 80

MainStreet Financial Planning

MARCH 2, 2023

When Malkiel is describing “a random walk”, he is saying that the short-run changes in the market are unpredictable, so using chart patterns, earnings forecasts or using an investment advisor is useless. If you’re just learning about investments, be sure to check out Part Four, A Practical Guide for Random Walkers and Other Investors.

Risk Tolerance 52

Risk Tolerance Asset Allocation Financial Advice Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

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Assets Marketing Marketing Asset Allocation 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Marketing Marketing Asset Allocation Valuation 52

Carson Wealth

DECEMBER 1, 2022

Younger investors have a much longer time frame before they need investment proceeds. Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. Determine an Appropriate Risk Tolerance for a Longer Time Horizon .

Retirement Planning 67

Retirement Planning Risk Tolerance Retirement Budgeting 67

James Hendries

NOVEMBER 3, 2022

Asset allocation does not ensure a profit or protect against a loss. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Diversification does not protect against market risk. Past performance does not guarantee future results.

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Clients Asset Allocation Investment Advisor Assets 52

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.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Walkner Condon Financial Advisors

MARCH 15, 2023

If you had 500 stocks in your portfolio not every stock will be up at the same time, and when allocations have to be adjusted for any reason due to imbalances in the portfolio or due to rising cash, losses can be recognized to help offset gains.

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Financial Advisor Taxes Asset Allocation Portfolio 52

Trade Brains

OCTOBER 16, 2024

It is one of the oldest with 22 years of operating in the Asset Management industry. Their funds include Active funds, Absolute Funds, Liquid Funds, Overnight Funds, Gilt Funds, Tax Plans, Large Cap, Dynamic Asset Allocation Funds, and others. Investors must therefore exercise due caution while investing or trading in stocks.

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Manufacturing Tax Planning Sales Distribution 52

James Hendries

MARCH 6, 2023

The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JUNE 20, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Asset allocation does not ensure a profit or protect against a loss. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

DECEMBER 4, 2022

The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective. Faster than expected deceleration in inflation and the economy avoiding a recession altogether (i.e.,

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Retail Marketing Marketing Sales 52

WiserAdvisor

DECEMBER 13, 2023

Adapt your approach Late starters should consider a strategic shift in their asset allocation. Balancing risk with stable, reliable investments is crucial to minimize the impact of market volatility and ensure a steady income stream during retirement.

Retirement 45

Retirement Risk Tolerance Retirement Planning Taxes 45

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

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Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

MARCH 26, 2020

Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors. Assets should not be sold solely for tax reasons. TAX LOSS HARVESTING: WHAT IS IT?

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Taxes Marketing Marketing Clients 52

ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Commission Distribution Investments Investing 52

Brown Advisory

MARCH 26, 2020

Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors. Assets should not be sold solely for tax reasons. TAX LOSS HARVESTING: WHAT IS IT? TAX LOSS HARVESTING 101.

Taxes 52

Taxes Marketing Marketing Clients 52

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.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Brown Advisory

SEPTEMBER 29, 2020

While the prudent investment standard should apply here as with all fiduciary investment decisions, the range of options is fairly wide depending on the situation—from a model that resembles a pension portfolio to one that is closer to the Yale Endowment Model. Other factors to consider include: The targeted residuum (i.e.,

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 29, 2020

While the prudent investment standard should apply here as with all fiduciary investment decisions, the range of options is fairly wide depending on the situation—from a model that resembles a pension portfolio to one that is closer to the Yale Endowment Model. CHOOSING THE RIGHT INVESTMENT APPROACH.

Management 52

Management Nonprofit Assets Risk Tolerance 52

James Hendries

JULY 3, 2023

A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash.

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Marketing Marketing Banking Valuation 52

The Big Picture

FEBRUARY 6, 2024

And actually Ben Inker is the head of our asset allocation group. As I mentioned, a lot of our, I think initial funds have come from tax paying investment advisors and such who might have a choice which to use. We, we call asset allocation at GMO. Just wrote a, a very interesting piece on that too.

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Valuation Investing Investments Assets 130

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). for 2022, with the fourth quarter yet to be reported.

Marketing 52

Marketing Marketing Valuation Banking 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

Investing 52

Investing Investments Portfolio Assets 52