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Arthur Zeikel’s Investing Rules

The Big Picture

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Most investors underestimate the stress of a high-risk portfolio on the way down.

Investing 147
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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%. How much money do you need to live off dividends?

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Transcript: Julian Salisbury, GS

The Big Picture

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams.

Assets 299
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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

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. Using that evaluation, they then create a portfolio tailored to fit within those parameters.

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Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

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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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. Define Your Goals Defining your financial goals is the foundational step in choosing the right wealth management firm. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. Define Your Goals Defining your financial goals is the foundational step in choosing the right wealth management firm. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.