International College of Financial Planning

MARCH 12, 2025

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. The key is to strike a balance between enjoying the present and securing the future.

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Truemind Capital

APRIL 19, 2024

At present, the Sensex PE ratio of 25x is higher compared to long-term averages of 20-21x. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below).

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Nationwide Financial

JANUARY 25, 2023

The start of a new year presents opportunities for clients to make positive changes for their financial futures. In that case, they should consider their comfort levels with risk by adjusting their investment strategy and asset allocation to ensure their portfolio aligns with their goals and risk tolerance.

Risk Tolerance 102

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

Asset Allocation 52

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation.

Taxes 52

Taxes Assets Sales Portfolio 52

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

Portfolio 52

Portfolio Clients Management Investments 52

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

Investments 62

Investments Investing Valuation Advertising 62

WiserAdvisor

DECEMBER 21, 2022

Diversification refers to investing in a wide mix of investments within a portfolio. No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. How many stocks should I have in my portfolio? They also indicate your ownership of a company.

Portfolio 52

Portfolio Financial Advisor Taxes Investing 52

SEI

AUGUST 2, 2022

Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Additional details are available in the presentation. Additional details are available in the presentation. 47% of $100-500M).

Asset Allocation 52

Asset Allocation Budgeting Nonprofit Education 52

Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With regard to China, let us first say that we ( My Portfolio Guide, LLC ) has a policy to never buy Chinese stocks directly. earthquakes.

Investments 101

Investments Investing Portfolio Assets 101

Random Roger's Retirement Planning

SEPTEMBER 2, 2022

It's moved passed just being an idea, not sure if it will ever come but if is comparable to an annuity in terms of a higher payout than a prudent 4-5% from your own portfolio then it becomes an interesting proposition. Going too far down the multi-strategy road makes it harder to target a specific outcome for the portfolio.

Accounting 74

Accounting Asset Allocation Retirement Retirement Planning 74

Fortune Financial

JUNE 21, 2022

It is in some ways a welcome reminder that prudent portfolio construction is a delicate balancing act that should strive to be as agnostic about the future as possible since it seems that the risks we too often discount are those that present the gravest dangers.

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Asset Allocation Assets Portfolio Financial Advisor 64

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. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area. Let’s jump in.

Investments 52

Investments Investing Asset Allocation Risk Tolerance 52

Truemind Capital

NOVEMBER 29, 2020

Can you draw any parallels from the story with the present times? Fast forward to the present times, the gold standard is not used by any government now. There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. Reference: [link].

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

WiserAdvisor

DECEMBER 15, 2023

And so they factor in variables such as your present age, preferred retirement age, and risk appetite to design comprehensive retirement investment strategies to optimize returns and minimize risks. It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

The Big Picture

SEPTEMBER 12, 2022

We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Let’s talk a little bit about inflation. You mentioned 8.5 percent inflation rate.

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Clients Wealth Management Banking Investments 299

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investments 147

Investments Investing Management Retirement 147

WiserAdvisor

FEBRUARY 29, 2024

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. This can help optimize your wealth accumulation while mitigating unnecessary risks.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

WiserAdvisor

JUNE 22, 2023

However, engaging in open and insightful conversations with your financial advisor is important to ensure you understand your portfolio well and can make informed decisions. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

Financial Advisor 40

Financial Advisor Portfolio Investments Investing 40

Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. We then use medium-term scenario analysis to weigh pros and cons in each asset class and settle on a desired target allocation for each.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 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

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

MARCH 26, 2020

Assets should not be sold solely for tax reasons. Instead, assets should be sold strategically in order to maximize overall asset allocation and diversification goals. The graph shown above represents hypothetical investments and is not representative of an actual client's portfolio. Actual results will vary.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Assets should not be sold solely for tax reasons. Instead, assets should be sold strategically in order to maximize overall asset allocation and diversification goals. The graph shown above represents hypothetical investments and is not representative of an actual client's portfolio. TAX LOSS HARVESTING 101.

Taxes 52

Taxes Marketing Marketing Clients 52

Nationwide Financial

MARCH 24, 2023

Downside volatility can present opportunities for you and your clients to re-assess risk and reset college savings account portfolio allocations if warranted. As the name suggests, age-based portfolios are designed to change over time based on the age of the child.

Risk Tolerance 52

Risk Tolerance Marketing Marketing Education 52

Gen Y Planning

OCTOBER 13, 2023

This doesn’t have to present a big problem – especially if you know ahead of time that you plan to make this shift. However, it does take some time to think strategically about your spending and to make adjustments to your portfolio to better support your new lifestyle. There’s no time like the present! Take your time.

Retirement 64

Retirement Accounting Consulting Planning 64

Carson Wealth

DECEMBER 1, 2022

In other words, your 20s present a financial challenge. . A 6% return is a conservative long-term return from a portfolio consisting of equities and bond positions. Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. Million after 40 years!

Retirement Planning 70

Retirement Planning Risk Tolerance Retirement Budgeting 70

SEI

AUGUST 2, 2022

That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . From an RFP checklist and sample questions to tools for comparing fees and performance, and tips for running a finals presentation, we've got you covered.

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Nonprofit Marketing Marketing Risk Management 52

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And so, actually, part of the reason I moved to the industry was because while I was doing this research and presenting it around, and publishing it in academic journals, it was attracting attention from the industry.

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Assets Management Marketing Marketing 173

WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. Remember that rollovers and transfers can impact your overall portfolio allocation and tax implications.

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Accounting Retirement Retirement Planning Asset Allocation 40