The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. Following those March 2020 rate cuts, the Fed stayed at Zero until March 2022.

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Banking Economics Portfolio Assets 336

The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. September 29, 2023) Why Recessions Matter to Investors (July 11, 2022) Forecasting & Prediction Discussions Source : U.S. Previously : Slowing U.S.

Economy 288

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The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? 2022 can be understood as part of that process. through January 4, 2022. It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 billion times.

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The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

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Media Economy Economics Wealth Management 351

The Big Picture

APRIL 24, 2023

They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well.

Economics 299

Economics Marketing Marketing Portfolio 299

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( March 3, 2023) 10 Bad Takes On This Market (May 19, 2023) Farewell, TINA (September 28, 2022) Secular vs. Cyclical Markets (May 16, 2022) End of the Secular Bull?

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Taxes Portfolio Marketing Marketing 288

The Big Picture

MARCH 28, 2024

2022 Inflation Peak : Inflation is structurally out of control and going to remain at high levels for perhaps even years to come. This soon became a widespread belief even as inflation peaked in June 2022 and fell as quickly as it rose.

Manufacturing 340

Manufacturing Economy Marketing Marketing 340

Abnormal Returns

DECEMBER 9, 2022

The biz The top podcasts of 2022, per Apple Podcasts. podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. 9to5mac.com) The case for quitting Spotify ($SPOT).

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Portfolio Management Economics Economy Management 244

The Big Picture

DECEMBER 11, 2024

And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. How does that show up in our portfolios? Not only does that show up in our portfolios.

Food 147

Food Portfolio Management Marketing 147

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

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Portfolio Numbers Planning Taxes 204

Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. Stocks and Bonds Can Fall at the Same Time.

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Investing Investments Valuation Portfolio 128

Integrity Financial Planning

DECEMBER 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. In a 60/40 allocation, this negatively affects the whole portfolio.

Portfolio 91

Portfolio Retirement Accounting Economy 91

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC.

Portfolio 101

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James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear. Diversification does not protect against market risk.

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Nerd's Eye View

JANUARY 20, 2023

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

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Financial Planner Financial Advice Fee Only Financial Planning 246

Validea

OCTOBER 12, 2022

So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Permanent Portfolio – Grade: C. in gold and 7.5%

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Risk Management Management Asset Allocation Portfolio 115

The Big Picture

MARCH 6, 2025

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy 162

Economy Economics Food Banking 162

The Big Picture

AUGUST 21, 2023

New York Times ) • UBS: An introduction to Private Credit : Private credit strategies like direct lending can offer an attractive option for investors looking to generate higher yields and diversify their portfolio from traditional fixed income. The ruble immediately plunged following Russia’s invasion of Ukraine in February 2022.

Economy 246

Economy Economics Portfolio Assets 246

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The table below provides a quick summary of each of the 10 best long-term investment strategies for 2022, along with the main features and benefits of each. Below is our list of the 10 best long-term investment strategies for 2022.

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Investing Investments Retirement Planning Risk Tolerance 109

Abnormal Returns

JANUARY 18, 2023

wsj.com) The periodic table of commodity returns for 2022. allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. in December 2022. (tker.co) Commodities Why orange juice prices are soaring.

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Financial Advising Startup Wealth Management Valuation 130

Calculated Risk

JULY 18, 2022

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.81% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.85% of servicers’ portfolio volume in the prior month to 0.81% as of June 30, 2022.

Portfolio 130

Portfolio Planning Government Numbers 130

Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Bitcoin is at its highest level since June 2022. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? Markets The FTSE 100 Index has risen above 8,000 points for the first time ever. pragcap.com) Fidelity is hiring!

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Abnormal Returns

JULY 12, 2022

Markets S&P 500 companies paid out a record amount of dividends in Q2 2022. wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time.

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Financial Advising Media Economy Economics 130

The Big Picture

JANUARY 31, 2024

As it turns out, there are ways investors can tell if an economic contraction is really coming. To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. Claudia Sahm : A recession is a broad-based contraction in economic activity. Claudia Sahm : Happy to be here.

Economy 298

Economy Economics Consulting Marketing 298

Validea

MARCH 3, 2023

For the first time in over 20 years, the traditional 60/40 stock-and-bond portfolio is paying out less than some of the most risk-free securities, reports an article in Bloomberg. Treasury notes climbed to 5.14%, notching it higher than the 5.07% yield on the standard portfolio comprised of 60% U.S. The yield on 6-month U.S.

Portfolio 59

Portfolio Economics Clients Investing 59

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. If the Fed is cutting rates.

Numbers 288

Numbers Insurance Economy Marketing 288

The Big Picture

JANUARY 9, 2023

from its January 3, 2022 closing high of 4,796.56. The standard portfolio of 60% stocks and 40% bonds just delivered one of its worst years in history. central bank to avoid overdoing it with higher-than-needed interest rates, a top economic adviser in the Obama White House said after a fresh review of Fed policy since World War Two.

Economy 173

Economy Valuation Education Retail 173

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” The not-too-hot, not-too-cold economic data have provided comfort to investors. www.Sidoxia.com Wade W.

Economics 52

Economics Marketing Marketing Food 52

Nationwide Financial

OCTOBER 12, 2022

large-company stocks, slid into a bear market officially in June after falling 23% from its last peak on January 3, 2022 (the first trading day of this year.) As of the market close on October 7, the S&P 500 is off over 22% from the start of 2022, meeting the standard definition of a bear market. Conclusion.

Investing 105

Investing Investments Risk Tolerance Marketing 105

Trade Brains

MAY 16, 2024

The company also trapped itself by raising borrowing costs and debt traps followed by global economic crisis, weak economic conditions and covid lockdowns. Company’s production of Sponge Iron was 2,52,290 MT during the year 2022-23 as compared to 2,14,563 MT during the year 2021-22. Will it strive to move forward?

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Manufacturing Planning Transportation Economics 105

Random Roger's Retirement Planning

MAY 19, 2024

The post starts with looking at a scenario where an economic downturn occurs and someone gets laid off from their job while their investment portfolio gets cut in half. He says his portfolio is constructed "in such a way that it might limp along or be flat during expansion, but explode higher during recessions."

Portfolio 105

Portfolio Clients Numbers Investing 105

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. It did decline about 5% in the 2020 Pandemic Crash and in 2022 it was up 1.36%. Offering diversified exposure to U.S. RAAX is much more volatile. I'd say it's pretty close.

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Asset Allocation Management Portfolio Taxes 52

The Big Picture

DECEMBER 14, 2022

times more deaths than it did between December 2020 and November 2022. ( Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. Wall Street Journal ). Without Covid-19 vaccines, the nation would have had 1.5 times more infections, 3.8

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Recruitment Economics Portfolio Investing 147

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year to ever see both stocks and bonds down 10% or more.

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Investing Investments Economy Manufacturing 98