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.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

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? P/E calculations presented use FY2 earnings estimates; FY1 estimates refer to the next unreported fiscal year, and FY2 estimates refer to the fiscal year following FY1.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. P/E calculations presented use FY2 earnings estimates; FY1 estimates refer to the next unreported fiscal year, and FY2 estimates refer to the fiscal year following FY1. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Investment Writing

MAY 7, 2024

Here’s an excerpt from the summary: Asset allocators favored the White-led, racially homogenous team when credentials were stronger, but the Black-led, racially diverse team when credentials were weaker. I believe he was referring to this study: “ Race influences professional investors’ financial judgments ,” which he coauthored.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

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).

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Advisor Perspectives

APRIL 29, 2024

Many asset allocation strategies operate at the level of industry groups. Industry momentum -- buying past winners and selling past losers -- is present in U.S. data going back to the early 2000s.

Asset Allocation 45

Asset Allocation Assets 45

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

Validea

JULY 27, 2022

These factors were present in markets, but it took research, technological developments and gumption to prove they existed. Similarly, in the market today, intangible assets (i.e., These intangibles have been present for some time, but it’s really the past few years where research has uncovered their importance.

Investing 104

Investing Investments Risk Tolerance Asset Allocation 104

Random Roger's Retirement Planning

AUGUST 18, 2022

I've talked about my asset allocation before being overwhelmingly in cash or cash proxies, about 25% in "normal" equity investments, my exposure to crypto these days might be 2-3% up from 1/2 of a percent from when I bought Bitcoin in late 2018 but down from 6-7% when Bitcoin was higher.

Retirement Planning 92

Retirement Planning Retirement Planning Asset Allocation 92

Fortune Financial

JUNE 21, 2022

The post Lessons From Inflation’s Return appeared first on Fortune Financial Advisors.

Asset Allocation 64

Asset Allocation Assets Portfolio Financial Advisor 64

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Random Roger's Retirement Planning

SEPTEMBER 2, 2022

If an investor has $1 million for retirement and is expecting $40,000/yr and the tontine kicks out 8%, something like $100,000 into the tontine provides 20% of expected income with only 10% of assets, it presents an opportunity for capital efficiency. Stay tuned.

Accounting 74

Accounting Asset Allocation Retirement Retirement Planning 74

James Hendries

AUGUST 24, 2022

.” 2 From 1990 to the present, Japan’s annual economic growth has averaged less than one percent per year. Target Date Funds Can Help Asset Allocation. Asset allocation does not ensure a profit or protect against a loss. In comparison, some volatility may not be so bad.

Retirement Planning 52

Retirement Planning Retirement Planning Asset Allocation 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. A sample tactical allocation for a moderate risk profile investor can be something like this: The above image is for illustration purpose only.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

Harness Wealth

JANUARY 29, 2025

Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation. In short, the present value of current tax savings is seen as more valuable than uncertain future tax liabilities. Unused losses that exceed annual limits can also be carried forward to future tax years.

Taxes 52

Taxes Assets Sales Portfolio 52

Workable Wealth

SEPTEMBER 16, 2020

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. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in. Dollar-Cost Averaging.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

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. The value of rebalancing extends beyond just maintaining asset allocation.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

Zoe Financial

JANUARY 17, 2024

I think the big question for advisors will be, “Does this mean that you’ll have to look at it as another part of your asset allocation decision, the way you would for commodities or REITs, etc?” Facts presented have been obtained from sources believed to be reliable. ” That’s to be seen.

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 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. Financial advisors can guide you on how to use them and choose between traditional and Roth IRAs.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Dear Mr. Market

APRIL 2, 2025

Meanwhile,Argentinais undergoing a massive economic shift under President Milei, cutting government waste and embracing free marketssimilar to the reforms being presented here in the US with the Department of Government Efficiency (DOGE).Albeit On the other side of the bracket, 6-seed Argentina ( ARGT ) takes down 12-seed India ( FLIN ).Indiais

Investing 62

Investing Investments Valuation Advertising 62

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. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

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.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 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. If the option presents itself, and you’re not faced with extreme burnout, take your time to remedy your situation. There’s no time like the present! During your career, you’re in accumulation mode. Take your time.

Retirement 64

Retirement Accounting Consulting Planning 64

Carson Wealth

DECEMBER 1, 2022

In other words, your 20s present a financial challenge. . Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. Managing Partner, Wealth Solutions? . Your 20s signify the beginning of a professional life. Careers, work and responsibility.

Retirement Planning 65

Retirement Planning Risk Tolerance Retirement Budgeting 65

The Big Picture

NOVEMBER 8, 2022

I gave a copy to Jeremy as a present. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team.

Banking 147

Banking Valuation Economy Investing 147

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. Presently, there isn’t much of a solution that does the same strategy with individual bonds.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. WHAT IS AN ALTERNATIVE ASSET?

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. WHAT IS AN ALTERNATIVE ASSET?

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 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. Please see the end of this presentation for important information. Please see the end of this presentation for important information.

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. Please see the end of this presentation for important information. Please see the end of this presentation for important information.

Taxes 52

Taxes Marketing Marketing Clients 52

The Better Letter

OCTOBER 5, 2023

Going for Broke Tom Stoppard’s Rosencrantz and Guildenstern are Dead presents Shakespeare’s Hamlet from the bewildered viewpoint of two of the Bard’s bit players, the comically indistinguishable nobodies who become headliners in Stoppard’s play. Thanks for reading. You can play the game here (without the payout).

Insurance 114

Insurance Food Asset Allocation Retirement 114

Dear Mr. Market

MARCH 11, 2023

As hot as #4 Denmark ( EDEN ), #2 Argentina ( ARGT ), and #1 Greece ( GREK ) all were…they fall to the deep value that Emerging Markets present us this year. The real winners are the ones who are able to pick enough stocks in the right areas and maintain the proper asset allocation relative to their investment goals.

Investing 101

Investing Investments Portfolio Assets 101

Validea

APRIL 18, 2024

This article will delve into the concept of trend following, its effectiveness, the metrics and lookback periods commonly employed, and the behavioral challenges it presents to investors. Trend following is an investment approach that involves taking positions in positively trending assets. What is Trend Following?

Assets 52

Assets Asset Allocation Investing Investments 52

Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. Inflation is currently at 40 year highs with increasing signs of slowing economic growth.

Portfolio 101

Portfolio Risk Tolerance Valuation Investing 101

The Irrelevant Investor

MARCH 23, 2020

In the case of risk management via asset allocation, it's the size in stocks versus your size bonds. Risk is always present even if we don't always feel it. So in that sense, maybe this strategy should be removed from the trash can in which you just deposited it. Manage it accordingly.

Risk Management 52

Risk Management Management Asset Allocation Investing 52