Nerd's Eye View

NOVEMBER 7, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails.

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Inside Information

JUNE 25, 2024

For more years than I’d care to name, I’ve been trying to put my finger on exactly why I have a such a huge problem with the traditional (Think: Riskalyze, now Nitrogen) risk tolerance assessments in the financial planning profession. But in the preamble to the white paper, nebo’s authors directly address the thing I had been missing.

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The Big Picture

SEPTEMBER 18, 2024

Brian Portnoy : So you’ve pointed accurately to a number of studies on this and maybe it’s 75,000 or 90,000 I’d also point out that a dollar spent in Manhattan NY versus Manhattan KS those are very different conversations. Brian Portnoy : Investing outside of a well-defined financial plan is speculation.

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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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The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

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Clever Girl Finance

MARCH 14, 2023

Shareholders (owners of the company’s stock) receive dividends based on the number of shares they hold. At the same time, you lower your exposure to the risks of each. Understand what risk tolerance means for you Investing in securities like stocks and mutual funds is risky. Risk tolerance is simply a preference.

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eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. Here are some important steps to follow.

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Good Financial Cents

DECEMBER 10, 2022

Strategy Earning Potential Skills Needed Difficulty Level Launch Your Own Blog $100s to $1,000s per month Technical website knowledge, subject expertise, writing ability, social media skills High Take Online Surveys A few dollars to several $100 per month, but often payment in points Personable, opinionated, informed Low Invest with Peer-to-Peer Lending (..)

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Carson Wealth

JUNE 27, 2024

There are currently about 722,000 centenarians in the world, and it’s predicted that by 2050 that number will rise to 4 million. 2 That’s why it’s vitally important to consider longevity risk when you’re planning for your financial needs in retirement. However, as you age, you need to downsize your exposure from this type of risk.

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Good Financial Cents

MAY 1, 2023

Individuals can choose the investment options that best suit their retirement goals and risk tolerance. To open a Contributory IRA account, individuals will need to provide their personal information, including name, address, Social Security number, and employment information.

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WiserAdvisor

APRIL 25, 2023

Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. This may lead to a higher or lower risk profile than initially intended. Investors who follow this strategy rebalance their 401(k) portfolios regardless of market conditions.

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MainStreet Financial Planning

DECEMBER 20, 2023

Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!

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The Big Picture

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

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Zajac Group

MARCH 20, 2023

For some, concentration risk might mean holding any amount of a single stock position in a company they work for. For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity. Here are a number of reasons we’ve seen.

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Good Financial Cents

MARCH 20, 2023

Invest in the Stock Market 2. Invest in the Stock Market Suggested Allocation: 40% to 50% Risk Level: Varies Investing Goal: Long-term growth The stock market is where most of us save for retirement already, mostly through the use of tax-advantaged retirement plans, like a 401(k), SEP IRA, or Solo 401(k).

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Carson Wealth

DECEMBER 8, 2022

It’s a number that lenders take a hard look at when you apply for a mortgage or another personal loan. Are you getting closer to the number you need to retire, for example, or to pay for college for your kids? For example, is your risk tolerance the same? Pay Down Debt. Calculate Personal Net Worth.

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Good Financial Cents

DECEMBER 26, 2022

Roth IRAs have a number of benefits, including: Tax-free growth: The money in your Roth IRA grows tax-free, which can result in a larger balance over time. Market Fluctuations. Like any investment, the value of your Roth IRA can fluctuate due to changes in the stock market or other economic conditions. How Safe is a Roth IRA?

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Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? Whether you are a novice trader or an expert trader, this article on the best financial markets to trade in 2024 will assist you in making smarter investing selections by educating you on the major financial markets.

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Carson Wealth

AUGUST 25, 2022

Among these are your longevity, lifestyle, comfort with market performance, sequence of return risk, current health, housing plan, proportion of fixed to variable expenses, proximity to children and so much more. 2 And the market has seen unprecedented volatility in the past few years. Housing costs have hit all-time highs.

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Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. What I’ve seen from do-it-yourselfers, especially over the past couple of years, is they often don’t have a clue and just throw money into the market. Ad Robo-Advisors keep an eye on the market's every move to protect your investments. Get Started.

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Harness Wealth

APRIL 19, 2022

In this article on managing equity in a down market, we discuss: Why are tech stocks down? In principle, each stock trades at a price which reflects public market investors’ belief in the future profitability of the business. The post How to Manage Equity in a Down Market appeared first on Harness Wealth - Advice for Equity Owners.

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The Irrelevant Investor

FEBRUARY 25, 2020

For the 18th time since the stock market bottomed in 2009, the S&P 500 is more than 5% off its high. What if the virus continues to spread, what if it brings the global economy to a grinding halt, and what if the stock market crashes? What are the odds of the stock market crashing? Stock market crashes hurt a lot.

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Clever Girl Finance

FEBRUARY 2, 2024

The SEP-IRA (AKA Simplified Employee Pension) Expert tip: Understand your risk tolerance How to save for retirement in your 20s when you’re just starting out How much should I contribute to my 401(k) in my 20s? Like a traditional account, Roth accounts also give you the chance to invest according to your risk tolerance.

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Good Financial Cents

AUGUST 5, 2022

Online investing has made the process both easier and more accessible to a larger number of people. Getting Started on Your Journey to Stock Market Riches. Below are 10 steps to get you started on your journey to stock market riches. As all seasoned investors know, the stock market goes up, and the stock market goes down.

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Clever Girl Finance

AUGUST 22, 2022

According to a study from marketing research firm Phoenix Marketing International.). There are a number of reasons why it’s a good idea to accumulate wealth. While investing in the stock market is the most well-known form of investing, there are other ways to accumulate assets. By using a wealth accumulation plan!

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Workable Wealth

JUNE 24, 2020

While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . But you can’t do that without a clear understanding of what the financial market is, how it operates, and strategies to approach it. stock market.

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Good Financial Cents

JANUARY 26, 2023

You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. So if you’ve got ambition and self discipline, maybe you really can retire at 50! Ads by Money.

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Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. Understanding Markets : One of the reasons stocks reward long-term investors is because in the short term they are risky and unpredictable. Take 2022 and 2023 as an example.

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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. Unfortunately, the sheer number of investment options to choose from can be overwhelming and downright confusing. From there, you can research options and invest in the fractional share market at your own pace.

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Clever Girl Finance

NOVEMBER 25, 2023

Although most people associate investing with the stock market, there are many different types of investments. Historically, the stock market has provided returns between 6% and 7% , with inflation factored in. They track a specific stock market index, like the S&P 500. Lay out your personal goals for investing as well.

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Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. This guide shows key strategies to build a financial advisor marketing plan. These include finding your target audience and using social media, as well as offline marketing methods. In a busy market, financial advisors must use marketing.

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James Hendries

JUNE 20, 2023

But the more you think about it, a successful golfer and a successful investor share a number of traits such as patience, perseverance, attention to detail, and intellectual curiosity. But if you’re consistently playing (or investing) beyond your risk tolerance, you could find yourself disappointed in the results.

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MainStreet Financial Planning

MARCH 15, 2023

It’s important to note that SIPC protection does not cover losses resulting from market fluctuations, fraud, or bad investment decisions. You should always review your account agreements with each institution and understand the risks associated with the investments. and are not protected by SIPC.

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Good Financial Cents

FEBRUARY 1, 2023

Some guaranteed return investments, such as CDs and bonds, may be considered low-risk, but they still carry some risk. Tired of the stock market’s ups and downs? This means that the money is locked in for a certain number of years, after which you can withdraw your principal investment and interest earned.

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The Irrelevant Investor

FEBRUARY 20, 2020

I had Nick Maggiulli run some numbers for me on what a 60/40 levered portfolio would have done compared to the unlevered version. Near the stock market bottom in 2009, bonds were almost 90% of the portfolio! But after looking at the numbers, it probably doesn't make sense to do it with your entire portfolio, if at all.

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Zajac Group

JANUARY 31, 2022

When exercised, the spread between the stock’s current fair market value and the option’s strike price is taxed as ordinary income (same rates as RSUs). If the strike price is $50 per share, the fair market value of the stock will need to be higher than this to make the NQSOs worth exercising.

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WiserAdvisor

DECEMBER 15, 2023

Financial advisors can offer insights into a diverse range of investment instruments, including stocks, bonds, real estate, and precious metals like gold, and align the recommendations with your risk tolerance and long-term goals. These professionals also go beyond the numbers and charts and educate you about investing.

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