James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. Need a financial advisor?

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

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 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

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. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

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. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Random Roger's Retirement Planning

MAY 10, 2023

Meb Faber had a poll on Twitter that asked "how many years do you think you could withstand your portfolio underperforming the S&P 500?" As opposed to some random 42 games in a baseball season though, maybe investing comes down to the bear market phase of the stock market cycle. It's a great question.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investments Investing Accounting 80

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.

Investments 52

Investments Investing Asset Allocation Fiduciary Duty 52

Discipline Funds

DECEMBER 20, 2023

Asset Allocation and Goals. We are big advocates of time based asset allocation. This means you should try to create specific buckets for your portfolio where you’re matching future expenses and liabilities to specific corresponding assets. Prune the fat in your portfolio.

Financial Planning 74

Financial Planning Planning Asset Allocation Retirement Planning 74

Truemind Capital

JANUARY 24, 2024

Instead, you should invest separately in the best available options in pure equity funds and pure debt funds across mutual fund companies and create your own hybrid investment portfolio depending upon your risk profile. The known wisdom has been that you should never mix investment with insurance.

Asset Allocation 52

Asset Allocation Fee Only Assets Taxes 52

MainStreet Financial Planning

MARCH 2, 2023

But while this is a must read for people in the financial industry, it is an excellent introduction for anyone who just wants to understand more about investing their own portfolio. 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

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

Brown Advisory

NOVEMBER 29, 2016

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction. Charitable giving to foundations in 2015 shrank 3.8%

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 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

Walkner Condon Financial Advisors

MARCH 15, 2023

These weightings change over time, so the portfolio weights for each security would also have to be shifted. Certain stocks can also be substituted for each other as well, maintaining the target asset allocation but allowing for a stock to have losses recognized for end of the year tax planning.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

James Hendries

NOVEMBER 3, 2022

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non diversified portfolio. Asset allocation does not ensure a profit or protect against a loss. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

The Big Picture

FEBRUARY 6, 2024

Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat.

Valuation 130

Valuation Investments Investing Assets 130

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. All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Carson Wealth

DECEMBER 1, 2022

A 6% return is a conservative long-term return from a portfolio consisting of equities and bond positions. All investing requires risks, past returns are not indicative of future performance.? ? . Younger investors have a much longer time frame before they need investment proceeds. Start an Emergency Fund.

Retirement Planning 65

Retirement Planning Risk Tolerance Retirement Budgeting 65

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?

Taxes 52

Taxes Marketing Marketing Clients 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

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.

Manufacturing 52

Manufacturing Tax Planning Sales Distribution 52

WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Consider consulting with a financial advisor who can help devise a personalized retirement plan based on your unique needs and goals.

Retirement 45

Retirement Risk Tolerance Retirement Planning Taxes 45

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

Investments 52

Investments Investing Portfolio Assets 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. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

Marketing 52

Marketing Marketing Economy Communication 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. 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

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

Investments 52

Investments Investing Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

Investments 52

Investments Investing Assets Portfolio 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

ClearMoney

JANUARY 4, 2022

For investors worried about the impact of inflation on their portfolios, it is important to remember that US stocks since 1991 have generally provided returns that outpaced inflation. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.

Marketing 52

Marketing Marketing Commission Government 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. That’s not a terrible thing.

Management 222

Management Investing Investments Assets 222

Dear Mr. Market

OCTOBER 11, 2022

In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. If you didn’t hit the embedded article links above, the Permanent Portfolio is pretty simple at face value. 25% Long-Term Bonds (deflation).

Portfolio 59

Portfolio Assets Economics Marketing 59

ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Carson Wealth

MARCH 7, 2025

Risks have increased and were in the business of managing risk within the portfolios we manage. Ultimately, what matters is how our views, and any changes, translate to portfolio actions. If the facts change, well update our views (and portfolios). Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.

Economy 80

Economy Marketing Marketing Taxes 80