Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? economist.com) The 10 best movies of 2023, so far, including 'Air.' Strategy High uncertainty decisions, like investing, are by definition difficult. om.co) The rise of the multiplex explains a lot about movies today.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

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.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

The Big Picture

AUGUST 23, 2023

Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.” The process by which you make decisions is worth examining.

Investing 246

Investing Investments Asset Allocation Healthcare 246

Abnormal Returns

NOVEMBER 21, 2022

unit debt-free in 2023. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. (open.spotify.com) The biz Envestnet ($ENV) has attracted an activist investor. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Discipline Funds

DECEMBER 31, 2023

Here are 3 things I learned in 2023 that I hope will help me formulate a better understanding of how to navigate the future. In January 2023 I predicted that this year would be the “year of disinflation” and that inflation would end the year above the Fed’s target but much lower than markets expected.

Assets 102

Assets Asset Allocation Financial Planning Economy 102

Alpha Architect

JANUARY 10, 2023

Global Factor Performance: January 2023 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

NOVEMBER 8, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: November 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

MAY 1, 2023

DIY Trend-Following Allocations: May 2023 was originally published at Alpha Architect. Partial exposure to domestic equities. Full exposure to international equities. No exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 108

Asset Allocation Assets 108

Alpha Architect

APRIL 3, 2023

DIY Trend-Following Allocations: April 2023 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 107

Asset Allocation Assets 107

Alpha Architect

FEBRUARY 10, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: February 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 103

Asset Allocation Assets Investing Investments 103

Alpha Architect

SEPTEMBER 7, 2023

[ref]free access for financial professionals[/ref] Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: September 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Alpha Architect

DECEMBER 1, 2023

DIY Trend-Following Allocations: December 2023 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 106

Asset Allocation Assets 106

Advisor Perspectives

JULY 13, 2023

What a year it has been for financial markets. There have been several negative factors in play, including a high-single-digit inflation print, the ongoing war in Ukraine, and several regional bank failures. Nonetheless, the S&P 500 finished the second quarter up 17 percent for the year. Go figure!

Asset Allocation 52

Asset Allocation Assets Banking Financial Market 52

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. In the meantime, I hope the rest of 2023 treats you well.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

Alpha Architect

SEPTEMBER 1, 2023

DIY Trend-Following Allocations: September 2023 was originally published at Alpha Architect. Full exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets 105

Alpha Architect

FEBRUARY 2, 2023

DIY Trend-Following Allocations: February 2023 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets 105

Alpha Architect

JANUARY 3, 2023

DIY Trend-Following Allocations: January 2023 was originally published at Alpha Architect. No exposure to international equities. No exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets 105

Alpha Architect

MARCH 1, 2023

DIY Trend-Following Allocations: March 2023 was originally published at Alpha Architect. No exposure to domestic equities. Partial exposure to international equities. No exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 103

Asset Allocation Assets 103

Alpha Architect

JULY 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: July 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Brown Advisory

MARCH 9, 2023

Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. multinationals and aggregate demand.

Startup 98

Startup Asset Allocation Clients Investing 98

Alpha Architect

AUGUST 7, 2023

Global Factor Performance: August 2023 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 95

Asset Allocation Assets Investing Investments 95

Alpha Architect

APRIL 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: April 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 95

Asset Allocation Assets Investing Investments 95

Alpha Architect

AUGUST 1, 2023

DIY Trend-Following Allocations: August 2023 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. Partial exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets 98

Alpha Architect

JULY 3, 2023

DIY Trend-Following Allocations: July 2023 was originally published at Alpha Architect. Full exposure to domestic equities. Full exposure to international equities. No exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets 98

Advisor Perspectives

DECEMBER 26, 2023

To address those market challenges, SS&C Rendezvous was launched in 2023, offering advisors a turnkey, front-end investment management platform embedded in the Black Diamond portfolio management system.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Dear Mr. Market

MARCH 11, 2023

Click here or below to enlarge and see the entire bracket for 2023. It’s top sector weighting is currently 30.14% in Financials which will be another smart place to be later on in 2023. Natural gas prices will likely fall a fair amount from here in 2023 because of supply outpacing demand after last year. trillion by just 2025!

Investing 101

Investing Investments Portfolio Assets 101

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. savantwealth.com) Gathering and interpreting information has a cost.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. Reviewing personal and financial objectives can help to ensure success in 2023 and beyond.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Random Roger's Retirement Planning

MARCH 30, 2025

For the last couple of years, I think a lot of people gravitated to just using market cap weighted in their accounts, that seems like it has been the conversation and for 2023 and 2024 the returns for MCW have been great. It was no more valid in 2023 as it was in 2022. MCW also did great in 2021, 2020 and 2019.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

Random Roger's Retirement Planning

MARCH 30, 2024

It looks like it tracked closely for the last six months of 2023, then turned down to start 2024 and then traded flattish since mid-January like maybe it lightened up on equities? In 2022, an 80/20 VBAIX/GHTA blend outperformed 100% VBAIX by 378 basis points while it lagged 100% VBAIX by 70 basis points in 2023. for VBAIX.

Asset Allocation 96

Asset Allocation Portfolio Assets Management 96

Advisor Perspectives

OCTOBER 4, 2023

Rooted in the firm’s deep capital market analysis, the CMA report informs the investment decisions and asset allocation recommendations made by Northern Trust, which as of June 30, 2023, had US$1.4 trillion in assets under management.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Discipline Funds

JULY 19, 2023

That’s great if you have a longer time horizon but it becomes a big financial planning problem if you need liquidity in a year like 2022 and the entire set of assets is deeply negative. The problem of time within an asset allocation is arguably the most important aspect of any sustainable financial plan.

Asset Allocation 52

Asset Allocation Financial Planning Assets Financial Planner 52

Carson Wealth

JANUARY 22, 2025

The process of diversifying among asset classes is known as asset allocation, and the exact composition should be based on your financial goals and risk profile. You can also further diversify within an asset class. So, assets may fluctuate widely within a year but still perform well in the long run.

Investing 52

Investing Investments Marketing Marketing 52

The Big Picture

MAY 9, 2023

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management. How do you look at 2023 from an investment perspective?

Assets 299

Assets Clients Investing Investments 299