Alight Solutions
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401(k) portfolios have the highest concentration in equities since January 2001, according to the Alight Solutions 401(k) Index™: http://alig.ht/hRkM50SvOEB
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Margo (DeLashmutt) Dover, CFP®
Chief Investment Officer and Financial Planner
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Start the year off strong for your clients with BlackRock’s take on key investments for Q1.BlackRock's thought leaders in iShares, fundamental equities, fixed income, systematic active equity, and model portfolio solutions share opportunities and strategies to potentially enhance your clients' earnings.Our Q1 2024 investment outlook for advisors discusses how to manage macro risk, steer portfolio outcomes, and harness mega forces. Read more -> https://ishars.com/42hi4KX#markets #financialadvisors #Q1
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InvestmentNews
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See AlsoHII hiring PIPEFITTER - MAINTENANCE in Pascagoula, Mississippi, United States | LinkedInNewport News Shipbuilding, A Division of HII on LinkedIn: We are pleased to be working with the US Navy on this exciting addition to…HII hiring CORPORATE TAX ACCOUNTANT 2 in Newport News, Virginia, United States | LinkedInHII hiring FOREMAN - K46/ X42 - $5,000 SIGN-ON BONUS in Newport News, Virginia, United States | LinkedInThe S&P 500's 2022 decline prompted registered investment advisors to proactively address client concerns. A year of strategic efforts to foster stability and reassure investors. https://hubs.la/Q028wCkj0#AdvisoryResilience #MarketDownturn #ClientRelationships
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Brian Dunlap, CIMA®, CBDA®
Director, Senior Strategist - Thematic, Alpha & Alternative ETFs
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Creating a positive client experience is just as important as managing portfolio risk, especially in an uncertain market. Buffered strategies can help advisors do both. Buffered ETFs mitigate risk by targeting a level of downside protection in exchange for capping upside potential, therefore providing a range of return expectations for clients. In his latest piece, U.S. Head of Thematics and Active Equity ETFs, Jay Jacobs, discusses how buffer ETFs can provide access to these strategies, reducing the time-intensive nature of managing options strategies individually -> https://bit.ly/3SFUo03 #equities #globaleconomy #usmarket #etfs #financialadvisors
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Jon Solitro, MA, CFP®, CFEI
CERTIFIED FINANCIAL PLANNER™, Certified Financial Education Instructor
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Index funds, such as the S&P 500 on platforms like Vanguard, simplify investing by mirroring the market's performance—when it rises, so does the investment, and vice versa, making daily market tracking accessible through key indices like the S&P 500 or Dow Jones.#FinancialMD #stockmarket#personalfinance #studentloans #residents #investing Delve deeper:https://lnkd.in/gUWQVHJm
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Scott Pederson
Financial Advisor/Wealth Manager at Harmony Wealth Management LLC
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Chart from Bespoke Investment Group showing the closing all-time highs for the S&P 500 through the first 50 trading days in a given year going back to 1953. According to research from Bespoke, the 17 new all-time closing highs this year is the most new all-time highs in a year's first 50 trading days since we saw 20 back in 1998. #sp500 #alltimehighs #first50tradingdays
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Genus Capital Management
3,476 followers
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Diversifying your portfolio is often touted as the be-all-end-all investing strategy. But over-diversifying can also be an issue. Over-diversification happens when you invest in too many similar stocks or funds, such as investing in more stocks than necessary. This can lead to a diluted portfolio and the potential for below-average returns. Be wary of wealth management firms that push you to over-diversify—trust experienced, qualified firms that understand just the right balance. ✔️#WealthManagement #InvestingTips #DiversePortfolio #GenusCapital
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Mercer US
25,850 followers
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Our second annual State of Alternative #Investments in #Wealth Management 2023 survey, in partnership with CAIS, suggests that a transition from a traditional 60/40 portfolio to a more three-dimensional portfolio — one that includes public equities, fixed income and alternatives — appears to be underway. https://bit.ly/3vEgcPV Dive into our survey to learn more.
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Mercer US
25,850 followers
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Our second annual State of Alternative #Investments in #Wealth Management 2023 survey, in partnership with CAIS, suggests that a transition from a traditional 60/40 portfolio to a more three-dimensional portfolio — one that includes public equities, fixed income and alternatives — appears to be underway. https://bit.ly/3woNUJN Dive into our survey to learn more.
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Mercer US
25,850 followers
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Our second annual State of Alternative #Investments in #Wealth Management 2023 survey, in partnership with CAIS, suggests that a transition from a traditional 60/40 portfolio to a more three-dimensional portfolio — one that includes public equities, fixed income and alternatives — appears to be underway. https://bit.ly/3IZUWre Dive into our survey to learn more.
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Mercer US
25,850 followers
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Our second annual State of Alternative #Investments in #Wealth Management 2023 survey, in partnership with CAIS, suggests that a transition from a traditional 60/40 portfolio to a more three-dimensional portfolio — one that includes public equities, fixed income and alternatives — appears to be underway. https://bit.ly/4aJbiBf Dive into our survey to learn more.
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