Articles on Investing Strategies & Personal Finance
Experts on Investing Strategies & Personal Finance
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Going through market history, we can see that we’ve been in this type of environment before. Kim will outline similar points in history and identify how the past may help prepare investors for what could come this time around. In particular, the recent shift from disinflation to inflation has numerous similarities to the early 1940s - a terrific period of outperformance for value stocks. She will also discuss why exposure to Canadian equities has been especially beneficial to investors during inflationary periods.
Donald will go through some key economic (GDP peaking, interest rates rising, unemployment) and market events (sector strength and weakness in certain industry groups) that are occurring at this time. He will also highlight events that normally take place in the next phase.
The year-end Tax Loss Selling Season offers a unique opportunity for investors to strategically manage their portfolios while potentially reducing their tax liability. In this presentation, Chris delves into the world of ETFs and explores how they can be effectively harnessed during this critical period. Join Chris as he navigates the intricacies of tax-efficient investing, learning how to identify underperforming assets, offset capital gains, and make strategic adjustments to an investment strategy.
In today's fast-paced and data-driven financial landscape, staying ahead of the game is essential for traders and investors. This seminar will teach attendees to do just that. In an era where AI algorithms are becoming powerful decision-making tools, this seminar takes a novel approach by empowering traders and investors to think ahead of the algorithms. Adrian will delve into strategies and insights that not only leverage the capabilities of AI but also equip participants with the critical thinking and foresight needed to anticipate these digital counterparts. Attendees can expect to gain a deeper understanding of market dynamics, advanced risk management techniques, and a competitive edge that allows them to navigate the financial markets with confidence and intelligence, ensuring their investing and trading tactics are resilient and future ready.
Last year a recession was widely expected after GDP contracted in the first and second quarters. Investors were wrong. He didn’t think there would be a recession in 2022 as discussed with Money Show attendees. Most investors now think a recession will be avoided since GDP has been positive in the first three quarters of 2023. Will investors be fooled again?
Investing in the markets has been a knife fight in the phone booth for the last couple of years. Therefore, we’ve endeavored to find investments that correlate little to the overall markets. We firmly believe that asset classes such as Merger Arbitrage and Busted Convertibles provide an exceptional solution for clients seeking idiosyncratic returns in today’s uncertain world. We invite you to learn how these esoteric tactics have meaningfully benefited our clients.
Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don’t wait until tax time in April 2024; arrange tax savings for 2023 before the year-end. Learn about tax-loss selling, avoiding wash sale losses, paying estimated taxes, and other tax-saving strategies.
The stock market will likely be moving into a long-term bear market in the coming year. Avi will outline his parameters to identify when it will begin, and the expectations he has for such a market.
Join us for an enlightening webinar featuring renowned retirement income expert and Income Lab board member, Jamie Hopkins, SVP of Private Wealth Management at Bryn Mawr Trust, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real-world retirement income for clients. Jamie will shed light on the benefits of embracing adaptability in your retirement income planning, allowing you to navigate the complexities of today's financial world with confidence and resilience. Learn how to tailor your retirement income to your client's unique circumstances, effectively managing risks and optimizing an adaptive guardrail-based retirement income approach to deliver a more sustainable retirement income plan. Don't miss this opportunity to gain invaluable insights from a leading authority in the field and enhance your financial future. Join us for this webinar and embark on a path toward a more secure and adaptive retirement.
Join Bloomberg Intelligence's chief equity strategist, Gina Martin Adams, CFA, CMT, for a live session on equity market investment strategies in a new era of high inflation and interest rate volatility, decoupling global growth prospects and ongoing policy uncertainty. Gina will offer perspective on global stocks in the TARA (There Are Reasonable Alternatives) era, dive into fundamental, technical, and quantitative trends driving equity markets, and she will introduce the team's approach to country, sector, and factor allocation strategies for equity portfolios.
Generating consistent gains in an ever-changing market is nearly impossible unless you know how (and when) to adapt to different market phases. Even a great strategy won’t work in the wrong conditions, and managing the money that you already have in the markets effectively is just as important as making the initial investment or placing the trade. In this section, you can learn about specific investing strategies and investment picks that will allow you to dampen risk without giving up solid gains. You’ll learn how to generate superior returns to establish a margin of safety in anticipation of black swan events and market anomalies.
With headwinds such as a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are several distinct and important financial decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. But, even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Learn how to safeguard your portfolio and your plan against these risk factors.
With volatility making a comeback in the markets, investors are looking for the best investment strategies to protect—and grow their portfolios—in a challenging environment. Uncover effective strategies for managing your assets for a longer period of time, given current market conditions and longer life-span expectations. Learn about specific investments that could accomplish the goal of making your nest egg comfortably provide an income throughout your lifetime.