Abnormal Returns

FEBRUARY 21, 2024

youtube.com) Retirement Why planning in retirement is so challenging. Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons. humansvsretirement.com) 3% rates make holding a mortgage in retirement easier. In fact, it's a distraction.

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Retirement Retirement Planning Portfolio Management Financial Advisor 272

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account.

Portfolio Management 127

Portfolio Management Retirement Planning Portfolio Management 127

Abnormal Returns

JUNE 30, 2023

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). trendfollowingradio.com) Corey Hoffstein talks trend and carry with Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.

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Portfolio Management Portfolio Management Retirement 246

Abnormal Returns

JULY 31, 2023

investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. riaintel.com) Retirement A certain portion of the population never wants to retire. (artofmanliness.com) The biz RIA M&A continues to tick lower. riabiz.com) Savvy Wealth is pushing hard on the AI front.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Random Roger's Retirement Planning

JUNE 14, 2024

The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Nerd's Eye View

OCTOBER 15, 2024

What's unique about Mark, though, is how he uses a liability-driven-investing approach to build retirement portfolios and manage sequence of return risk, with a particular focus on using closed end bond funds to generate income needed to cover his client's expenses during the early (and most financially dangerous) years of retirement.

Retirement 130

Retirement Portfolio Management Investing 130

Random Roger's Retirement Planning

FEBRUARY 25, 2023

Bloomberg conducted a survey about how much money people need to retire and the respondents said $3-$5 million. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? Well, then. What about 5 years away? Can you create that situation for yourself?

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance.

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Nerd's Eye View

AUGUST 2, 2022

What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating private real estate partnerships that directly purchase individual multi-unit rental properties.

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Clients Financial Advisor Financial Planning Planning 244

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Here are 5 benefits of hiring a financial advisor after you retire: 1.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Validea

FEBRUARY 8, 2025

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.

Portfolio 52

Portfolio Investing Investments Healthcare 52

Tobias Financial

APRIL 8, 2025

As stock prices swing and the cost of everyday goods edges upward, the uncertainty can feel overwhelming, especially for those who rely on a fixed income in retirement. Do you have the right mix of assets to support your retirement goals? This is a valuable time to revisit your investment strategy.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Abnormal Returns

MAY 22, 2023

barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire. The post Bill Miller Retires From Fund Management appeared first on Validea's Guru Investor Blog.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task.

Retirement 52

Retirement Portfolio Investing Investments 52

Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. This is an excellent tool since most 401(k) plans don’t, any kind of investment management advice. The idea of wealth management means you need to have wealth to manage.

Management 80

Management Investing Investments Accounting 80

Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. If you can buy it at 4500, that is buying low, regardless of whether it goes to 4000 before going back up.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Where you once had to have a very large portfolio – $500,000 or more – to benefit from professional portfolio management, now it’s possible to get that advantage with just a few dollars.

Investing 94

Investing Investments Commission Risk Tolerance 94

Steve Sanduski

DECEMBER 11, 2024

Whether you’re a senior advisor looking to move into a CEO role, managing the burnout that comes from decades of client reviews, or preparing for retirement, having a well-defined system in place ensures that clients remain well-served and your firm operates efficiently. But, please note, youre not going to use this verbatim.

Financial Advisor 52

Financial Advisor Clients Communication Planning 52

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Look into actively managed portfolios. Track your retirement. Did you know you might be able to actually retire with $1 million?

Investing 110

Investing Investments Marketing Marketing 110

FMG

AUGUST 4, 2022

They let you know what they’re all about at New Lantern the second you click the site; Embracing Your Retirement. Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after they get there. ” In this case, the quiz asks for both your name and email.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

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CFP Financial Planning Planning Certification 52

Clever Girl Finance

SEPTEMBER 11, 2023

The Fidelity Learning Center features insights on investing, retirement planning, and other financial topics. Retirement planning tools Fidelity provides retirement planning tools , including calculators, educational content, and retirement income planning help. Robust mobile app Want to manage your investments on the go?

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Investing Investments Education Accounting 98

Trade Brains

DECEMBER 7, 2023

Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Random Roger's Retirement Planning

MARCH 4, 2025

If someone is managing a model that has as many moving parts as Blackrock Target Allocation 60/40 and it's going well, no need to do something differently in my opinion but if you're your own portfolio manager, you don't need to mimic a 19 fund model.

Portfolio 52

Portfolio Portfolio Management Management Clients 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

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Wealth Management Management Risk Tolerance Retirement Planning 59

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Usually, portfolio managers are one of two kinds: active or passive. Need a financial advisor?

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. He, he had retired, retired, but he was still active. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion.

Healthcare 162

Healthcare Portfolio Management Investing 162

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Random Roger's Retirement Planning

JUNE 21, 2024

I think part of the process of ongoing portfolio management is to circle back to strategies, funds and correlation studies like we regularly do here. Aside from being fun, it is time well spent in search of the occasional idea that can be added to the portfolio.

Portfolio Management 98

Portfolio Management Accounting Taxes Portfolio 98

Harness Wealth

JANUARY 29, 2025

As a strategy, tax-loss harvesting is most effective for disciplined portfolio managers who carefully monitor portfolio performance and strategically reinvest in similar but not identical assets. For smaller portfolios, transaction costs like brokerage fees may outweigh the benefits of tax-loss harvesting.

Taxes 52

Taxes Assets Sales Portfolio 52

WiserAdvisor

OCTOBER 5, 2022

Let’s take a closer look at how the 80/20 rule could affect your retirement savings and see if it would be suitable for your long-term investments. Can the 80/20 rule be used for long-term investments and retirement planning? The 80/20 rule can be helpful when planning for retirement or the long term. What is the 80/20 rule?

Investing 52

Investing Investments Asset Allocation Retirement 52

Bell Investment Advisors

JANUARY 11, 2024

We were also delighted that three babies joined the broader Bell family: Relationship Manager Taylor Bogert welcomed baby Bret, Advisor Tiffany Blaho welcomed baby Neil, and Portfolio Manager Ryan Kelley welcomed baby Emma. Jerene is retiring and is looking forward to spending more time with her family.

Investment Advisor 52

Investment Advisor Portfolio Management Consulting Management 52

Good Financial Cents

OCTOBER 17, 2022

While retirement may not seem like something younger investors are thinking about, Charles Schwab is the leader in that space. Since Robinhood only offers a taxable brokerage account, consider Charles Schwab for the variety of individual retirement accounts if you’re planning life after a career. Learn more in our M1 Finance review.

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Commission Accounting Investments Investing 90

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell.

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Taxes Clients Estate Planning Portfolio 52