Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. They want to understand their investments without learning the definitions to unfamiliar words,” according to “ New Word Order ,” part of the Invesco White Paper Series ( highlights available online ).

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Walkner Condon Financial Advisors

AUGUST 13, 2022

It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. There are many flavors of IRAs; I’ll stick to the basics of a Traditional IRA and a Roth IRA in this blog post. Investment Option Differences Between 401(k)s and IRAs. IRAs do not allow this.

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Sara Grillo

NOVEMBER 8, 2022

Our mission is to provide the residents of (insert geographic area) with financial planning and investment management services that. We provide financial planning and investment services for a single monthly fee of $x. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

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Walkner Condon Financial Advisors

MAY 10, 2022

In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. Many Registered Investment Advisory (RIA) firms engage custodians on behalf of their client accounts and are tasked with understanding the costs associated with utilizing them.

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Walkner Condon Financial Advisors

APRIL 13, 2022

It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner. It will continue to stay invested in the mutual funds or the annuity contract within the 403(b) plan. but that is beyond the scope of this blog post. Cash it out. Do nothing.

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Walkner Condon Financial Advisors

MAY 31, 2024

Another benefit is that you could use the funds to do something that you’ve been putting off for way too long (vacation, anyone?). Sometimes it takes a little nudge to take some investment wins and do something with the proceeds. Drawbacks: You might miss out on future growth potential. directly to a qualified charity.

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Investment Writing

APRIL 2, 2024

” as suggested in my financial jargon killer blog post. Results of my spelling poll When I polled my newsletter and blog readers about the proper spelling, “outperformance” won in a landslide, with 92% of the vote. ” I asked, “What would The Wall Street Journal do?” The post How do you spell it?

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The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. To get started investing, check out our quick-start guide to investing in stocks. Should you invest $1,000 in Goldman Sachs Group right now?

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Integrity Financial Planning

APRIL 2, 2023

A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1] In addition, you receive no required minimum distributions. [3]

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Walkner Condon Financial Advisors

MARCH 15, 2023

Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. Higher Net Fees….Better Better After-Tax Result?

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Steve Sanduski

DECEMBER 15, 2022

Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills. Michael Bradley founded Bradley Wealth in 2002.

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Steve Sanduski

JANUARY 30, 2023

I want to talk about long-term investments …’ and that’ll trigger your mind to, ‘Oh yeah, I want to say X, Y, and Z about that.’” “Training becomes exceptionally important.” It’s not just alternative investments, it’s equities and mutual funds, even bonds. And training becomes exceptionally important.

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Walkner Condon Financial Advisors

APRIL 21, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.

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Pension Pulse

FEBRUARY 16, 2024

Greg Bassuk, chief executive officer at AXS Investments, told CNBC that investors should brace for more near-term volatility ahead. There was at least one additional investment Berkshire kept confidential for now. Among the notable new buys at the largest hedge funds were names like Walt Disney , Micron Technology, and Oracle.

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Diamond Consultants

SEPTEMBER 20, 2022

Investments and Lending Book. Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? Also of note: Many wirehouses employ proprietary investment vehicles, particularly for alternatives (i.e., firm-specific feeder funds). What about the lending book?

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Pension Pulse

SEPTEMBER 26, 2024

Prior to being appointed as President & CEO, Jeff was HOOPP’s Executive Vice President and Chief Investment Officer (CIO). HOOPP is fully funded and manages a highly diversified portfolio of more than $112 billion in assets that span multiple geographies and asset classes. After careful consideration, I have decided to retire.

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Ballast Advisors

NOVEMBER 29, 2022

Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes. In this post we discuss the basics of tax harvesting and why it’s beneficial for investors—especially those with taxable accounts—to use this strategy when making investment decisions.

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Pension Pulse

AUGUST 18, 2023

“Investors are concerned that if bond yields continue going higher, the economy is too strong and the Fed will need to raise interest rates further,” said David Donabedian, chief investment officer of CIBC Private Wealth US. Flows into equity-focused exchange-traded funds have turned negative in the past week, data compiled by Bloomberg show.

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Sara Grillo

APRIL 11, 2022

For those of you who are new to my blog, my name is Sara. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. What’d ya think of my blog on hourly financial advisors? Let’s start with the basics.

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Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. And also Dr. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge.

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The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

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ClearMoney

FEBRUARY 22, 2022

Following a Perfect Timing strategy by investing in the best performer each year, she turned $1,000 into $1.8 The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 Rather well. 1As of January 31, the S&P 500 was down 5.17% for the year.

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. So, they invest $95,238 in their general account, which will give them the 100k they need to give back to you in a year (they earn 5% on the $95,238, $95,238*1.05 = $99,999). The invest it in call options to see if they can catch some market upside.

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Quiet Growth

MAY 17, 2023

Modern Portfolio Theory (MPT) is an investment theory developed by Harry Markowitz in 1952. This refers to spreading investments across various assets or asset classes to reduce risk. MPT suggests including negatively correlated investments in a portfolio to reduce overall portfolio risk.

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Pension Pulse

MAY 19, 2023

To be sure, Icahn's portfolio also made about $6 billion from his activist investments even while his short bets were losing $9 billion, according to the FT, resulting in a net loss of nearly $3 billion. Amid the losses, Icahn added $4 billion of his own funds into the company. You're toast! billion US equities portfolio.

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Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. Disclosures Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program. And it grows or doesn’t grow. Go ahead, Steve.

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Sara Grillo

NOVEMBER 14, 2022

For those of you who are new to my blog, my name is Sara. Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. He thinks the industry has been weighted towards investment savings type products. Are commissions bad?

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The Motley Fool

JUNE 20, 2024

In today's episode, Asit talks with Motley Fool host Mary Long about "the long and winding road" of his investing journey, mistakes he's made along the way, and advice for navigating a career pivot. Want to share your own investing journey with us? To get started investing, check out our quick-start guide to investing in stocks.

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The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. That’s a Graham approach investing, buy a bond with price appreciation. You’re known as the dean of valuation.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Quantitative investing was, was that the plan from the beginning? And so that’s actually when I started blogging, I started kidding.

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The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And subsequently, when I covered mutual funds for the journal, was the star manager profile.

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The Motley Fool

JANUARY 28, 2025

From investing lessons that last a lifetime to laugh-out-loud anecdotes and heartwarming life insights, these nine stories are packed with inspiration and practical takeaways. To get started investing, check out our beginner's guide to investing in stocks. Where to invest $1,000 right now? Welcome back Fools.

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The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

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