The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: The food, we could talk about the food for a long period of time. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. BITTERLY MICHELL: Like you needed that hedging because it wasn’t just impacting energy, it was impacting food. RITHOLTZ: Fun town.

Clients 300

Clients Wealth Management Banking Investments 300

Good Financial Cents

JANUARY 26, 2023

That’s the best way to get the kind of return on your investments that you’ll need to build the kind of portfolio you’ll need to make early retirement a reality. Retiring requires investing with some degree of risk All the rewards of aggressive investing come with some risk, so you want to make sure you invest with a solid platform.

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

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

Clever Girl Finance

OCTOBER 1, 2022

Keep in mind that your basic living expenses are the essential things you need to survive; food, housing, core utilities, and transportation. It's important to have a well-diversified investment portfolio. Whatever you invest in, be sure to do your research, be clear on your investment objectives and understand your risk tolerance.

Budgeting 105

Budgeting Economy Investing Investments 105

Envision Wealth Planning

MARCH 1, 2022

Unlike buying organic foods to “do the right thing” when it comes to your health, you don’t necessarily have to spend more to do better. Our Envision Justice Series Portfolios ™ screen for female empowerment, anti-racism, and planet protection. We will help you select a portfolio that meets your individualized requirements.

Investments 52

Investments Investing Retirement Planning Risk Tolerance 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Investments 148

Investments Investing Clients Assets 148

Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. All of this to say, the markets are volatile, and your portfolio can experience significant fluctuations because of it, particularly if you have a single stock position that makes up much of your wealth.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

Clever Girl Finance

MAY 13, 2023

It’s having enough money to cover your basic needs, like food, shelter, and healthcare, as well as being able to afford the things that bring you joy and happiness. To reach this milestone, you need to build a diversified investment portfolio that generates sufficient passive income to cover your living expenses and lifestyle.

Retirement 66

Retirement Budgeting Risk Tolerance Accounting 66

Investing Caffeine

MAY 3, 2023

Risk Tolerance: What is your asset allocation? This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. If you are over-tilted on one side of your financial boat, it could tip over. Fees: What are you paying in advisor fees and/or product fees?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

WiserAdvisor

FEBRUARY 2, 2023

It is important to eliminate anything you do not need, including entertainment, health, and food subscriptions. Further, it is crucial to diversify your portfolio. Diversifying your investments across different asset classes and industries can help reduce the recession’s impact on your portfolio.

Financial Advisor 74

Financial Advisor Economics Planning Risk Tolerance 74

Good Financial Cents

JULY 26, 2022

As an investor, you need to be aware of how inflation can impact your portfolio and make sure that you are investing in products that will maintain their value or even increase in value as inflation increases. This especially becomes true in the distribution phase of your retirement when you are relying on your portfolio to provide income.

Investments 69

Investments Investing Certified Financial Planner Financial Planner 69

Yardley Wealth Management

MAY 29, 2020

I thought my answers might provide you some food for thought. It doesn’t mean that you can always take 4% out of your portfolio adjusted for inflation and expect to have a safe retirement. I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. Hang in there.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

WiserAdvisor

JANUARY 16, 2024

Further, retirees, on average, allocate 25% of their monthly spending toward food expenses. Diversifying your investments across different asset classes is imperative to mitigate risk and enhance overall returns. A well-diversified portfolio is less sensitive to the impact of a single market event.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

Clever Girl Finance

MAY 12, 2023

In FIRE retirement or post-career environments, your portfolio income is often your main source of money. Also think of your risk tolerance when picking investments for your portfolio. Think Uber and Lyft for ride sharing or DoorDash for food delivery. Not necessarily.

Retirement 59

Retirement Numbers Insurance Accounting 59

WiserAdvisor

FEBRUARY 2, 2023

It is important to eliminate anything you do not need, including entertainment, health, and food subscriptions. Further, it is crucial to diversify your portfolio. Diversifying your investments across different asset classes and industries can help reduce the recession’s impact on your portfolio.

Financial Advisor 40

Financial Advisor Economics Planning Risk Tolerance 40

The Big Picture

DECEMBER 28, 2022

It was a balanced portfolio. You would have guessed, had you known that a balanced fund, the stock and bond portfolio was going to do a lot better than just the pure stock funds over the next 16 years. They tend to hold almost identical portfolios. But old Wellington was not really a great and interesting place. RITHOLTZ: Wow.

Management 190

Management Investments Investing Clients 190

Good Financial Cents

AUGUST 1, 2022

That’s because each is a unique investment class that you will need to carefully evaluate for suitability within your own portfolio. Be sure that any investment you do choose will be likely to provide the return you expect at an acceptable risk level for your own personal risk tolerance. Corporate Bonds.

Investments 64

Investments Investing Certification Accounting 64

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. She made me pay her back by the way, in my new business and went to Smart and Final, an Irish food store was where he bought his inventory and got put up in business. And I want to own all of these affordable housing homes that are in the institutional portfolios.

Banking 148

Banking Economics Business Planning Economy 148

The Big Picture

MARCH 12, 2024

They’re, they’re lower risk tolerance, I would say very high standards on quality of service and quality of, of infrastructure and decision making. So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio.

Banking 148

Banking Marketing Marketing Investments 148

The Big Picture

OCTOBER 5, 2024

Like, wait, the, your cost of food is like the least expensive part of the real estate, the labor, everything you do. Isn’t this like asking people what their risk tolerance is? And I don’t know if the guy from Chipotle is gonna do anything about that, but it just seemed like such a petty, silly, panicky thing to do.

Economy 163

Economy Education Insurance Economics 163

The Big Picture

FEBRUARY 20, 2024

But food prices definitely have, and shelter prices have moved up. I think there are definitely commercial banks that are gonna have trouble due to their concentrated commercial office building portfolio. I said, no, Bob, I don’t think my, my risk tolerance is, is, is right for that. Yeah, I agree. Try, try that.

Banking 148

Banking Economy Marketing Marketing 148