Truemind Capital

JANUARY 25, 2024

You must follow some rules to avoid the halo effect playing on your mind: – Do your own research to identify the right investment opportunity, fund managers, investment process, portfolio valuation, etc. from all the available options.

Fee Only 52

Fee Only Certification Consulting Financial Advice 52

Truemind Capital

JANUARY 24, 2024

Buying/selling a stock based on current news : Investment decisions should never be based on the breaking news but always on the long-term business fundamentals and valuations. In such situations, the best thing you can do is ask unbiased fee-only financial professionals which can save you tons of harassment in the future.

Fee Only 52

Fee Only Valuation Investing Investments 52

XY Planning Network

NOVEMBER 7, 2022

2 MIN READ.

Fee Only 105

Fee Only Valuation Financial Planning Clients 105

Inside Information

DECEMBER 26, 2023

The PE firms, flush with capital, moved in to buy into the rising tide, and valuations were inflated ‘to levels previously unimaginable,’ as ‘buyers contorted themselves to justify higher prices.’ The paper explains that advisory firms became more valuable simply due to the extraordinary bull market raising their AUM.

Wealth Management 40

Wealth Management Clients Management Numbers 40

Truemind Capital

JANUARY 22, 2024

Valuation/Prices at which you invest (the difficult part) Now, if you do some thorough research and gain some insight to feel confident about better future growth prospects of any particular sector/theme you can still lose a significant amount of money or get poor returns even if your understanding was right. Let me share two examples: 1.

Investing 52

Investing Investments Asset Allocation Fee Only 52

The Big Picture

JANUARY 21, 2025

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed.

Investing 148

Investing Investments Management Retirement 148

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

I could make a more multi-factored argument against holding only U.S. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. dollar, relative valuations, political uncertainty, the national debt, the 2024 elections, etc., large caps and ignoring foreign stocks entirely.

Assets 59

Assets Investing Investments Marketing 59