The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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Asset Allocation Investing Investments Portfolio Management 74

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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Asset Allocation Portfolio Management Investing Investments 64

The Big Picture

JUNE 2, 2024

He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.

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Asset Allocation Pharmaceutical Healthcare Portfolio Management 157

Meb Faber Research

JUNE 21, 2023

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.

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Asset Allocation Portfolio Management Portfolio Assets 52

Discipline Funds

FEBRUARY 21, 2023

Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. The All Duration Investing approach adds the element of time by quantifying a portfolio for returns per unit of risk across time.

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Asset Allocation Investing Investments Portfolio Management 52

AdvicePay

JULY 14, 2022

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. But without a well-defined service model to deliver financial planning services, advisors soon discover that unstructured, ad-hoc service offerings don’t scale very well.

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Financial Planning Clients Planning Asset Allocation 75

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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Asset Allocation Financial Planner Portfolio Portfolio Management 52

Random Roger's Retirement Planning

AUGUST 12, 2024

Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. The first is to build a portfolio that you have a reasonable basis to believe can get you to where you need to be can stick with emotionally and maintain an asset allocation that allows you to manage sequence of return risks.

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Asset Allocation Portfolio Portfolio Management Assets 52

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance & investment planning, risk, return & asset allocation, equity markets, analysis, investing, mutual funds and strategies for wealth creation. You can enroll in the course here. The personnel finance course offered by Udemy is a 16-hour on-demand video course covered in 23 sections.

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Budgeting Certification Education Asset Allocation 59

Discipline Funds

JUNE 15, 2023

As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now.

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Asset Allocation Economy Portfolio Management Distribution 59

Brown Advisory

SEPTEMBER 11, 2016

By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ⚑ Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield Investors snapping up U.S. securities are seeking yield as much as safety as interest rates plunge toward record lows.

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Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ? Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield.

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Investing Investments Asset Allocation Marketing 52

Workable Wealth

SEPTEMBER 16, 2020

Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

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Investing Investments Asset Allocation Risk Tolerance 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.

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Asset Allocation Commission Portfolio Distribution 52

Brown Advisory

JUNE 21, 2023

Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. CIO Perspectives: A New Bull Market?

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Marketing Marketing Asset Allocation Clients 52

Carson Wealth

DECEMBER 13, 2022

Both should be fluent in the language of stocks, bonds, mutual funds, exchange traded funds, asset allocation, dollar cost averaging and both know the differences and applications of various types of retirement accounts. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estate planning.

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Wealth Management Financial Advisor Management Financial Planner 52

Truemind Capital

MAY 19, 2020

One can prepare a customized plan depending upon their investment liking and understanding of different asset classes, sub-categories, and their own risk profile. Having a sense of market/asset class cycles and at which stage we could be in that cycle helps tremendously.

Portfolio 52

Portfolio Asset Allocation Valuation Investments 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.

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Wealth Management Management Estate Planning Financial Planner 40

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

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Valuation Investing Investments Assets 130

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). economy, despite the skeptics.

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Marketing Marketing Economy Manufacturing 89

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management.

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Wealth Management Management Risk Tolerance Retirement Planning 52

WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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. By Taylor Graff, CFA, Asset Allocation Analyst. We cannot control the first two forces.

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Taxes Clients Estate Planning Compliance 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing 52

Investing Investments Clients Portfolio Management 52

WiserAdvisor

AUGUST 18, 2022

Compare different mutual funds based on their returns, exit loads, asset allocation, standard deviation, expense ratios, portfolios, management style, Sharpe ratios, and more. To do so, first, you should conduct an investment analysis of your short-listed mutual funds.

Investing 52

Investing Investments Financial Advisor Economy 52

Brown Advisory

DECEMBER 2, 2015

We also find it helpful to regularly check in on the investment portfolio to ensure that performance, asset allocation and specific assets align with a family’s goals. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

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Estate Planning Asset Allocation Assets Planning 52

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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Wealth Management Financial Advisor Management Risk Tolerance 52

Brown Advisory

DECEMBER 2, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 1, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. Dream or Opportunity?

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Food Portfolio Management Sales Strategic Planning 52

Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. You can also get information on your performance and asset allocation. They provide services such as wealth management, retirement planning, and portfolio management.

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Management Investments Investing Wealth Management 80

Brown Advisory

MARCH 28, 2019

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns).

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Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns). FROM THEORY TO PRACTICE.

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Asset Allocation Portfolio Assets Clients 52

ClearMoney

JANUARY 4, 2022

Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns.

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Marketing Marketing Commission Government 52