Random Roger's Retirement Planning

MAY 24, 2024

Barron's had an interesting article about a BofA study showing that over a period of many decades an asset allocation of 60% equities/40% commodities outperformed an allocation of 60% equities/40% fixed income by 0.80% per year. I haven't looked in awhile I guess but yowza, a lot of option-centric funds.

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WiserAdvisor

FEBRUARY 29, 2024

Navigating the complex world of personal finance, especially with retirement looming on the horizon, can be daunting. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. Hiring the best financial advisors for retirement can lead to better savings and investment outcomes.

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Tobias Financial

APRIL 11, 2024

Edzai and Franklin will cover a wide range of essential topics including managing student debt, understanding employer-provided benefits, retirement planning fundamentals, holistic asset allocation for tax-efficient returns, risk management, and asset protection strategies.

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Trade Brains

DECEMBER 7, 2023

By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. From the above concepts you will learn how to approach financials and plan for your retirement goals with good risk management.

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International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. For e.g. saving for a home, retirement, or Higher education. As an individual investor, CFPs are experts in the field of personal asset management.

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Random Roger's Retirement Planning

OCTOBER 10, 2022

That seems unlikely but it isn't impossible which is why calls for 15, 20, even 30% for managed futures is poor risk management, it takes on too much, single strategy risk. For all the grammarians out there, I refer to managed futures in the singular because it is a single strategy.

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eMoney Advisor

DECEMBER 27, 2022

Accumulating wealth refers to growing investments, paying down debt, and saving for retirement. At this level, the focus shifts to growing assets for long-term success and longevity. Financial freedom advances to long-term care and children’s education, as well as retirement savings and vacations.

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SEI

AUGUST 2, 2022

Retirement plan sponsors. 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. . Part of the risk management process should be structed around pre-experiencing downturns. Institutional (US).

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Discipline Funds

DECEMBER 28, 2022

Macroeconomic Balance Sheet Visualizer Bogleheads Forum – lots of smart people here to bounce ideas off of Rational Reminder Forum – Another forum with many smart users The Fama/French Forum The Flexible Retirement Planner Section 7 – Common Myths and Misunderstandings Every Myth Cullen has Ever Debunked (Or Tried To!)

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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.

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Investing Investments Asset Allocation Risk Tolerance 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Clarifying these distinctions will help you prioritize and allocate resources accordingly.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. Their knowledge extends to various investment products, risk management, tax implications, and financial planning.

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Investment Advisor Investing Investments Risk Tolerance 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Clarifying these distinctions will help you prioritize and allocate resources accordingly.

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Wealth Management Management Risk Tolerance Retirement Planning 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I applied to Maryland State retirement. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. Absolutely.

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Random Roger's Retirement Planning

MARCH 23, 2024

Jason Buck who runs the Cockroach Portfolio at Mutiny Funds sat with Rod Gordillo and Adam Butler from the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX) and the Return Stack ETFs for a podcast type of show. The Cambria Tail Risk ETF (TAIL) has bled in this fashion over the years.

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The Big Picture

MARCH 7, 2023

And also it was very interesting because even though George Soros had to retired from active investing, when he saw what was happening in the markets, he came back. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management.

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WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

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Financial Advisor Risk Tolerance Communication Taxes 40

WiserAdvisor

JUNE 22, 2023

Similarly, the professional may advise investing in different instruments for goals such as retirement planning, funding your children’s education expenses, buying a home, or other objectives. What rate of return should I aim for to live a financially secured retirement? Retirement income comes from a limited pool of sources.

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The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. RITHOLTZ: Really interesting. RITHOLTZ: Right.

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The Big Picture

NOVEMBER 14, 2023

The multi-asset platform manages things like offerings that give you inflation, hedging against inflation. So we use publicly traded real assets and commodities. We also do asset allocation and overlays. We just have to think about managing the money in the best way that we can. She’s now retired.

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The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those …. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios.

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The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

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