Nerd's Eye View

JANUARY 11, 2023

Leading up to 2022, financial advisors and their clients had grown accustomed to a relatively low mortgage rate environment. In fact, until earlier this year, the average 30-year fixed mortgage rate had stayed below 5% since 2010 (and below 7% since 2001). in October 2022, twice the 3.45% average rate in January. Read More.

Clients 130

Clients Financial Advisor Financial Planning Government 130

Random Roger's Retirement Planning

APRIL 22, 2024

All these various talking heads from brokerage firms and the like were given their regular media platform and were regularly doing this and I have to believe that the clients they advise, directly and indirectly, did end up buying long term bonds funds last year. Here's the relevant excerpt. It turned out it did matter starting in late 2021.

Marketing 98

Marketing Marketing Financial Advising Math 98

Random Roger's Retirement Planning

FEBRUARY 12, 2025

I used AQMIX, AQRIX and client/personal holding MERFX because they've all been around for a while and BTAL is also a client/personal holding. There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years.

Portfolio 52

Portfolio Retail Assets Clients 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investing 299

Random Roger's Retirement Planning

SEPTEMBER 16, 2022

Also charted are two funds I use for clients, one that has done better than IGBH and one that has done worse. The advisor said it had no interest rate risk which doesn't appear to be exactly right per the chart but clearly the hedging softened the blow relative to most plain vanilla bond funds. It's been down about half as much as the AGG.

Planning 98

Planning Portfolio Investing Investments 98

Random Roger's Retirement Planning

APRIL 11, 2024

One pushed back on the logic behind using the AGFiQ US Market Neutral Ant-Beta ETF (BTAL) in client accounts. If you've done research on managed futures then you've probably read what a rough decade the 2010's were for the strategy. There have been some engaging reader comments lately. It is a personal holding too.

Management 93

Management Accounting Taxes Portfolio 93

Random Roger's Retirement Planning

APRIL 9, 2024

Picture retiring in 2010 versus 2020. The S&P 500 was down 22% for the 10 years ending 1/1/2010 while the ten years ending 1/1/2020 it was up 189%. ASFYX is a client and personal holding. MERIX, PPFIX, BTAL are client and personal holdings. This is in the neighborhood of sequence of return.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

NOVEMBER 21, 2024

PPFIX, MERIX and BTAL are client and personal holdings. It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. There are plenty of diversifiers though to choose from if you believe in this type of exposure. Check out the following.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Random Roger's Retirement Planning

JUNE 2, 2024

The firm has been running the Alpha Simplex Managed Futures Strategy Fund (ASFYX) since 2010. I hold ASFYX for clients and personally on the differentiation I mentioned above regarding the faster signal. The paper seems to support the very new Alpha Simplex Managed Futures ETF (ASMF) which started trading in mid-May.

Management 98

Management Retail Investing Investments 98

Random Roger's Retirement Planning

DECEMBER 22, 2024

From my perspective, there's no reason not to learn about these things even if there's no catalyst to ever step in but one of them could turn out to be the next catastrophe bond fund (I'm saying that as a positive as I have begun moving clients into that space). Northrup Grumman and CBOE are client holdings.

Portfolio 52

Portfolio Management Clients Asset Allocation 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

Random Roger's Retirement Planning

MAY 4, 2024

For a few years in the 2010's, I had a side gig working for ETF provider AdvisorShares. Portfolio 3 takes a page from the ReturnStacked playbook by putting 15% into managed futures and 10% into client/personal holding BTAL which are both tools to manage portfolio volatility.

Portfolio 89

Portfolio Management Taxes Assets 89

Fortune Financial

SEPTEMBER 19, 2023

Disclosure: Both the author and clients of Fortune Financial Advisors, LLC own shares of Nestle. The post Secular Growth In The Pet Industry appeared first on Fortune Financial Advisors.

Food 95

Food Budgeting Financial Advisor Economics 95

Random Roger's Retirement Planning

OCTOBER 10, 2022

I am absolutely a believer in the strategy even though it generally did poorly for most of the 2010's. That means an advisor can't answer client questions very easily. Such a short time frame is unfair to the fund but I would want to be able to answer the client and I don't think I could.

Management 98

Management Risk Management Asset Allocation Assets 98

Investing Caffeine

DECEMBER 1, 2023

As you can see, employment was on a tear pre-COVID, adding about 20 million jobs from 2010 to 2020. Even though the health of the labor market is usually gauged by the unemployment rate, which at 3.9% remains near record lows, the number of employed persons paints a similarly strong picture. Subscribe Here to view all monthly articles.

Economy 91

Economy CFP Economics Investing 91

Random Roger's Retirement Planning

APRIL 3, 2024

It is similar with managed futures or client/personal holding BTAL. The 2010's was a rough decade for managed futures in nominal terms. A holding that is supposed to lag could be some sort of diversifier that is held for its low to negative correlation to equities. They tend to have a negative correlation to equities.

Numbers 96

Numbers Portfolio Management Retirement 96

Random Roger's Retirement Planning

JANUARY 24, 2023

The catalyst for this post was a Tweet from Adam Butler who talked about a backdrop in the 2010's the promoted speculation and what he called Minskyian Moral Hazard (a nod to Hyman Minsky). Of course, there's an argument that index funds aren't really passive because of how the indexes are constructed.

Management 75

Management Portfolio Accounting Retail 75

Random Roger's Retirement Planning

JULY 5, 2024

We've gone over the extent to which the 2010's were by and large terrible for managed futures. So maybe the 2010's were a coincidence. Managed futures did have a couple of fine years in the 2010's in the context of being a diversifier which is how we view the strategy here. BTAL is a client and personal holding.

Management 52

Management Portfolio Assets Taxes 52

Brown Advisory

MARCH 1, 2016

From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry. Since 2010, later-stage financing rounds, beginning from Series D and beyond, have nearly tripled, from $64 million to $184 million. Today, such companies are not as rare as their name suggests: As of Feb.

Valuation 52

Valuation Investing Investments Clients 52

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 97

Clients Investing Investments Sales 97

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 305

Management Assets Risk Management Marketing 305

Indigo Marketing Agency

JUNE 1, 2023

Originally used by Sean Ellis in 2010 to describe the experimental growth approach of startup companies, growth marketing is a data-driven strategy that focuses on achieving sustainable, scalable, and measurable growth for businesses. What Is Growth Marketing? A/B testing is a great technique for testing various marketing strategies.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Random Roger's Retirement Planning

FEBRUARY 7, 2023

Read the article but substitute ETF anytime it uses the word alternatives or any synonyms because this article read like one of the countless late to the part articles about ETFs from 2007 to maybe 2010. Underlying the article is a sort of acceptance of alts did well last year so I should add some to client accounts.

Planning 73

Planning Management Investing Investments 73

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

Random Roger's Retirement Planning

MARCH 26, 2024

Cockroach Light outperformed 60/40 by a noticeable amount as a matter of luck probably thanks to bitcoin and the standard deviation is much lower probably due the very large weightings in RYMFX and client holding BKLN. The group struggled for many years in the 2010's and we saw a nasty whipsaw a year ago.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Brown Advisory

JUNE 3, 2015

That’s up a staggering 88% from 2010. Just five years ago, if a client wanted a fully sustainable portfolio, we could find managers we were confident in for no more than 50% of total assets. Here is a tour of some compelling strategies that we use in client portfolios. Across the Asset Spectrum. Starting Points.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Reference Market/Index % Change No.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Reference Market/Index. S&P 500 Index.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

SEPTEMBER 11, 2018

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. in 2017, down from a peak of 10.9%

Marketing 52

Marketing Marketing Clients Assets 52

Brown Advisory

JUNE 3, 2015

Mike Hankin, Brown Advisory President and CEO, describes the firm’s commitment to cutting through the noise to get at what matters most to clients: performance, advice and service. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

Investments 52

Investments Investing Clients Portfolio Management 52

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Investing 59

Brown Advisory

NOVEMBER 13, 2023

Additionally, underbuilding in the years following the subprime mortgage and global financial crisis of 2007-2010 resulted in a systemic shortage of housing that has driven rapid appreciation in home prices and rental costs alike. High-income homeowners reaped more than 70% of the $8.2 trillion increase in the value of U.S.

Investing 52

Investing Investments Portfolio Clients 52

Diamond Consultants

AUGUST 23, 2023

This has left many advisors – including top, long-tenured teams – to struggle day-to-day, balancing the desire to serve clients best and grow the business against the challenges they face. For example, UBS reported 6,245 [1] financial advisors in the Americas region at the end of 2022—representing a 551 reduction in net headcount from 2010.

Recruitment 52

Recruitment Wealth Management Clients Communication 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. And we all had different backgrounds and different investment ideas and different clients like us clients are very different from clients in other countries. Are, are the clients primarily retail? They would come here as well.

Assets 147

Assets Management Investing Investments 147

Brown Advisory

OCTOBER 8, 2019

BP’s 2010 Macondo oil spill disaster and Sports Direct’s exploitative employment practices are examples of when environmental and social issues undermine a franchise’s ability to generate long-term cash flow. In the U.K.,

Clients 52

Clients Government Banking Investments 52

Brown Advisory

OCTOBER 8, 2019

BP’s 2010 Macondo oil spill disaster and Sports Direct’s exploitative employment practices are examples of when environmental and social issues undermine a franchise’s ability to generate long-term cash flow. In the U.K., SUSTAINABLE INVESTING IS SMART INVESTING.

Clients 52

Clients Government Banking Investments 52