WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.

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Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 232

Financial Planner Financial Advice Investment Planning Retirement 232

WiserAdvisor

DECEMBER 21, 2022

Diversification is one of the first rules of investing that most financial advisors and experts talk about. Diversification refers to investing in a wide mix of investments within a portfolio. How many stocks should I have in my portfolio? How to pick stocks for your portfolio. More than 60 stocks.

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Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

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Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

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Financial Planner Clients Compliance Numbers 204

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

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Brown Advisory

OCTOBER 16, 2017

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Role in Portfolio: Is this a growth or income asset? Can the asset’s attributes be replicated by other investments? Mon, 10/16/2017 - 10:24.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

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Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

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Financial Planner Financial Advice Investment Planning Retirement 192

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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Financial Planner Asset Allocation Clients Risk Management 210

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection?

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Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection?

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

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Financial Planner CFP Clients Investment Planning 234

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

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Financial Planner Retirement Retirement Planning Advertising 226

Nerd's Eye View

JANUARY 13, 2023

We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons. The long-term portfolio growth trajectory clients can expect when implementing a dollar-cost averaging strategy.

Financial Planner 185

Financial Planner Retirement Planning Compliance Retirement 185

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

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Financial Planner Certification CFP Financial Advice 221

Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

Portfolio 52

Portfolio Investing Investments Clients 52

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Diversify your Investment Portfolio.

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Portfolio Certified Financial Planner Financial Planner Healthcare 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Financial Planner Financial Advisor Certification Estate Planning 173

Gen Y Planning

JUNE 1, 2022

Their reliable returns and ability to produce income make them integral in any well-diversified portfolio but typically keep them out of the spotlight. What’s great about bonds is that they act as a cushion for your portfolio. Bonds also generate income, making them a flexible part of your long-term cash flow plan.

Investment Planning 52

Investment Planning Investing Investments Planning 52

Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic.

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WiserAdvisor

MARCH 13, 2024

Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.

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Retirement Planning Retirement Planning Estate Planning 105

Workable Wealth

SEPTEMBER 30, 2020

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. Your investments need a place to live. A portfolio is the place where you house and manage your investments.

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Portfolio Investing Investments Government 52

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

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Financial Advisor Financial Planner Insurance Clients 227

Your Richest Life

SEPTEMBER 10, 2024

Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start. Big, broad dreams and more specific, immediate goals are both instrumental in figuring out the best way forward with your portfolio.

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Investing Investments Risk Tolerance Financial Planner 52

Darrow Wealth Management

OCTOBER 29, 2024

Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. Why do you need to rebalance your portfolio? Why does this matter?

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Asset Allocation Risk Tolerance Accounting Portfolio 62

International College of Financial Planning

MARCH 13, 2023

Investors have access to a portfolio of assets which reduces risk and makes the performance of one asset less significant for the entire portfolio. Professional fund managers oversee mutual funds. Benefits of Investing in Mutual Funds in India Diversification: Investing in mutual funds offers diversification, reducing risk.

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Investing Investments Financial Planner Investment Planning 52

Clever Girl Finance

OCTOBER 8, 2024

Articles related to investing Yes, now is a good time to invest! If you’re already invested, you might be wondering if it’s time to cash out. And if you haven’t started building your investment portfolio yet, you might be thinking about whether now is the right time to dive in. But first, is now a good time?

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Investing Investments Risk Tolerance Portfolio 86

WiserAdvisor

MARCH 30, 2023

A goal-based investing approach is one such strategy. It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1.

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Investing Investments Risk Tolerance Financial Advisor 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

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Charitable Planning Estate Planning Retirement Planning Tax Planning 81

Nationwide Financial

DECEMBER 7, 2022

A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Many near-retirees see their highest portfolio values just before retirement. Retirement planning is a long-term process with many risks and challenges for investors.

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Retirement Asset Allocation Marketing Marketing 52

Carson Wealth

OCTOBER 26, 2022

As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. I sort of think of tax loss harvesting as the eharmony of investment planning. A net neutral tax position.

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Taxes Financial Planner Asset Allocation Portfolio 98

Park Place Financial

MARCH 16, 2022

This information can help them adjust their portfolios to match the returns they expect to see on investments. He or she may use the following investment strategies to help keep your portfolio on course: Rebalance Your Portfolio. Follow Your Long-Term Investment Plan. Measuring Market Volatility.

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Marketing Marketing Investment Planning Government 52

Validea

OCTOBER 12, 2024

Academic research has consistently shown that, collectively, active managers’ portfolios mirror the market, resulting in similar returns but with higher fees and trading costs. The emotional toll of these events often leads to behavioral mistakes that can derail long-term investment plans.

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Management Portfolio Communication Education 52

WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

Your Richest Life

JUNE 30, 2022

It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. What does that mean for your portfolio? That’s why it’s so important to have a well-balanced portfolio. How to Invest During Down Times.

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Risk Tolerance Fee Only Portfolio Economy 52

Trade Brains

NOVEMBER 30, 2023

Mutual Funds: A Beginners’ Module by NSE India NSE India offers stock investments and trading courses to help learners acquire knowledge to make better investment plans. With the knowledge of the above concepts, you will be capable enough to plan your mutual funds investment in the long term.

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