sharksTracker’s Post

#nasdaq: William Helm, CFA, portfolio manager at Goldman Sachs Asset Management, recently shared his insights on why premium income ETFs are an ideal investment for Boomers seeking steady income. In a discussion with InvestmentNews anchor Gregg Greenberg, Helm outlines the benefits of these ETFs for those looking for reliable income in retirement. Explore how premium income ETFs can be a valuable addition to a retirement strategy. https://hubs.la/Q02J4vKn0

Curious about how much you need to save for retirement? The answer varies based on your lifestyle, retirement date, and other income sources. Experts suggest aiming for 8-10 times your annual salary or 65%-80% of your pre-retirement income per year in retirement. Key Factors to Consider: ➡ Retirement Date: Plan for at least 30 years in retirement. Advances in healthcare are extending lifespans, potentially requiring more savings than anticipated. ➡ Income Sources: Include fixed income like Social Security and pensions, variable income like rental earnings and dividends, and withdrawals from savings and investments. ➡ Lifestyle and Expenses: Luxurious living requires more savings compared to a modest lifestyle. Consider the cost of living in your chosen location, housing needs, and healthcare costs. Saving Strategies: ➡ Automated Investing: Automate contributions to your retirement accounts. ➡ Regular Contributions: Gradually increase your savings percentage annually. ➡ Setting Goals: Prioritize retirement savings to benefit from compound interest. Want to dive deeper into retirement planning and explore more expert insights? Read the full article here: https://lnkd.in/euekTa8t This article is part of our Weekend Reading series at BankerOnWheels. For more insightful recommendations, visit Weekend Reading.

Preferred vs. Common Stock: What to Know Before You Invest While each type of stock represents company ownership, you’ll want to familiarize yourself with key differences before purchasing one or the other. Read our article for details. https://lnkd.in/g3d86TsW #visionretirement #investing #stocks #RetirementPlanning

Have you used the Magic Ticker Fill (MTF) function within Advisor Core yet? We built MTF to expedite and simplify the extraction of any statement document, but especially for those that lack ticker symbols like retirement account statements. What is Magic Ticker Fill? MTF searches for and matches the closest publicly traded ticker to your unmatched holdings, including stocks, mutual funds, and ETFs. How to Use Magic Ticker Fill: 1. For any unmatched holdings, click the Magic Ticker Fill button. 2. The system will search for and assign the closest publicly traded ticker to each unmatched holding. 3. Once holdings are matched, you'll see a green checkmark for any matched holdings and an explanation of the matching holding. Watch the magic for yourself: https://lnkd.in/egQmTwwh

One of the magical things about a dividend growth investing (DGI) strategy is the predictability of both the dividend and the growth of that dividend. Because we are not predicting stock market returns, which can change from year to year or trend downward just as we are about to retire, it becomes much easier to plan our retirement if we focus more on the dividend. https://lnkd.in/g2UGS7bu

CALPERS appears to be shifting their allocations within their PE buyout portfolio. 🧐 Enjoy the article. #privateequity #pe #buyout #privatemarkets

A great look at how "investors can generally reduce their tax losses in a portfolio" by using ETFs over mutual funds. "ETFs come with tax magic that’s unrivaled by mutual funds," though this magic is most at play for "investors in taxable brokerage accounts."

📊 𝐄𝐱𝐩𝐥𝐨𝐫𝐢𝐧𝐠 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞𝐬 Looking to diversify your portfolio beyond traditional stocks and bonds? Alternative asset allocation involves incorporating a variety of non-traditional assets into your portfolio. 𝗦𝗼𝗺𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: 👉 Real Estate 👉 Commodities 👉 Private Equity 👉 Hedge Funds These strategies can be tailored to fit various risk tolerances and financial goals. 💡𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐲? https://lnkd.in/ggF6Uysg

🎯Are Target Date Funds Missing the Mark? Take a moment to learn about the risks associated with Target Date Funds in this insightful article by Austin Root and Michael Joseph, CFA. Discover why these "one-size-fits-all" products may not be the best choice for managing your finances and retirement. Learn more here: https://lnkd.in/gfuHsPDe #TargetDateFunds #MutualFunds #WealthManagement #AssetManagement

“Mid-size managers have to focus on figuring out their strengths and the niche products that they can leverage” – Teo Joo Wah, CEO of Lion Global Investors. In a recent interview with Ignites Asia, our CEO Teo Joo Wah talked about Lion Global Investor’s ETF strategy as a mid-size manager in a field dominated by larger players and how the Lion-OCBC Securities APAC Financials Dividend Plus ETF fits into that strategy as part of the company’s suite of ETF offerings. For more information about the ETF, visit: https://lnkd.in/gT8Ukzda #LionGlobalInvestors #AssetManagement #OCBC #OCBCSecurities #iOCBC #SGX #APACFinancialsDividendsPlusETF #ETF #Dividends #Retirement #Income #APACFinancials