The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market. The indicator says that a win by a team from the old pre-merger NFL is bullish for the stock market, while a win by a team from the old AFL is a bad sign for the markets. Rams) won in 2000 and the market dropped. Costs matter.

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Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." nytimes.com) Investing Are older investors now too exposed to the stock market? morningstar.com) On average, people overestimate their risk tolerance.

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The Big Picture

OCTOBER 14, 2022

There’s nothing like confusing market action to send people into narrative creation overdrive. Yesterday’s 2% collapse on hotter-than-expected CPI data, followed by ~5% recovery to finish the day up more than 2% is a perfect example of random market action begetting endless explanations. What was the takeaway from CPI?

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WiserAdvisor

MAY 26, 2023

Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others.

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Nationwide Financial

OCTOBER 12, 2022

Investors now have a lot on their minds — inflation, market volatility, worries about a potential recession, etc. The possibility of a bear market for stocks adds even more stress for investors. What do “bear” and “bull” mean in the stock market? A bear market is typically defined as a 20% decline from peak to trough.

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XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

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The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. William Bernstein explains how to manage our emotions to avoid poor outcomes in markets. The answer.

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A Wealth of Common Sense

JULY 13, 2023

A reader asks: I am a 34-year-old with a high risk tolerance. All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc.

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Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. size, industry, location) of early mutual funds. Specifically, 'high-quality' companies share several similar fundamental characteristics.

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Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Investing money for beginners doesn't have to be hard either!

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Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

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Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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Carson Wealth

MARCH 7, 2024

Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. The money you invest now will become your “paycheck” in retirement. Should I invest in a Roth IRA or a Traditional IRA? Personally, I think Roth IRAs are better for younger people just getting into investing.

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop. Review and rebalance .

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Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. Beyond optimizing returns, a thoughtful asset allocation helps to provide a long-term road map to endure periods of market stress and rebalance during periods of market outperformance. Tue, 09/06/2022 - 10:30.

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Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The reason we’re providing 10 is because there’s no single investment strategy that’s right for all investors, and in all investment environments. Below is our list of the 10 best long-term investment strategies for 2022.

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Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

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Good Financial Cents

MARCH 20, 2023

When at the point of wondering how to invest $200,000, that’s definitely a good sign. After all, having this amount to invest means you’re on the fast path to building long-term wealth. But, how much can you end up with if you invest $200,000 wisely, today? Table of Contents How to Invest $200,000 Starting Today 1.

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Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. Suppose they made emotional investment decisions during the market volatility of 2022.

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Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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BlueMind

SEPTEMBER 11, 2022

However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.

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Clever Girl Finance

OCTOBER 8, 2024

Is now a good time to invest? That’s a question many people have, especially with the stock market being so unpredictable. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market. Is investing better than saving? Keep reading!

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MainStreet Financial Planning

JULY 11, 2024

In this article, we will explore three popular savings and investment options: 529 Plans, Roth IRAs, and Real Estate. Each has unique benefits and drawbacks, and understanding these can help you decide which fits best with your financial situation, risk tolerance, and goals.

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The Big Picture

SEPTEMBER 18, 2024

Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Brian Portnoy : Investing outside of a well-defined financial plan is speculation. that’s right] You would have taken Oh my God I’m up 30% I gotta take some profits. Brian Portnoy : Thanks Brian, that’s really interesting.

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BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. But risk and investments are two sides of the same coin.

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Clever Girl Finance

MARCH 14, 2023

Do you want to start investing , but find you're a little confused about how exactly an investment like stocks or bonds makes money? Portfolio income is the money you make from an investment account, and there are several ways to earn it. Portfolio income is income earned from investment accounts. If so, you’re not alone.

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Nationwide Financial

JANUARY 11, 2023

Two of the most significant developments in the financial markets during 2022 were the breakout of higher interest rates and the return of stock market volatility. For a glimpse of how volatile stocks were last year, consider the VIX Index, often used as a gauge of fear or stress in the stock market.

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Validea

JULY 27, 2022

The James Webb Telescope is a game-changing astronomical research tool, but this is an investing blog so I won’t spend the whole article talking about astronomy (although I wish I could), but instead I’ve tried to weave together what investors may be able to learn from the James Webb Telescope and its incredible new footage of the universe.

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Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

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Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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The Chicago Financial Planner

OCTOBER 21, 2021

Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Non-spousal beneficiaries will be taxed on the account’s fair market value. Click To Tweet.

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Nationwide Financial

FEBRUARY 8, 2023

The stock market’s impressive rally in January, which saw the S&P 500® Index rise over 6% and the Nasdaq Composite climb nearly 11% for the month, brightened the mood among investors after last year’s volatility. Both bears and bulls make credible arguments for potential market outcomes for 2023. It happened in 1967 and 1975.)

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Good Financial Cents

JULY 6, 2023

You have to invest your money if you want it to start growing to its full potential. Also know that most “regular people” who’ve built real wealth started with small sums, kept on investing, and watched as their money snowballed from there. But, how do you do that if you only have $100 to get started? Ads by Money.

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Good Financial Cents

NOVEMBER 16, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. Table of Contents About Roofstock.

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