Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.

Investing 278

Investing Investments Wealth Advisor Portfolio 278

Wealth Management

FEBRUARY 20, 2024

Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we found this week for wealth advisors. Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space.

Investing 278

Investing Investments Wealth Advisor 278

Wealth Management

JANUARY 23, 2024

Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors. Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs.

Investing 275

Investing Investments Wealth Advisor 275

Calculated Risk

DECEMBER 28, 2022

Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). economy will perform in 2023, and if there are surprises - like in 2020 - to adjust my thinking. Q4-over-Q4 in 2023. How much will the economy grow in 2023? range in Q4 2023.

Economics 347

Economics Economy Sales Commission 347

The Reformed Broker

FEBRUARY 7, 2023

.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The post The AI Bubble of 2023 appeared first on The Reformed Broker. The repetition of patterns is amazing. The crowd gets swept away on a wave of mad.

Investing 363

Investing Investments Marketing Marketing 363

Abnormal Returns

DECEMBER 1, 2023

washingtonpost.com) Lists The best podcasts of 2023 including “The Big Dig.” newyorker.com) The top podcasts of 2023 via Apple Podcasts, including the Huberman Lab. apple.com) The top podcasts of 2023 via Spotify, including the Joe Rogan Experience. (sixcolors.com) Substack is adding video creation tools.

Investing 263

Investing Investments Portfolio Management Management 263

Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. How about housing starts and new home sales in 2025? New home sales were up 2.1%

Sales 147

Sales Investing Investments Commission 147

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investing 296

Investing Investments Valuation Portfolio 296

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Michael Kitces expects it to be the Best Conference Experience for 2023 , and we agree! Last year, we hosted the first Future Proof conference , and it was.

Wealth Management 317

Wealth Management Financial Planning Clients Planning 317

Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. The YoY change in new home sales in late 2022 and early 2023 suggested a possible recession.

Sales 309

Sales Investments Investing Economy 309

The Big Picture

AUGUST 23, 2023

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment. – “ Future ” demands optimism.

Investing 246

Investing Investments Asset Allocation Healthcare 246

The Big Picture

DECEMBER 18, 2023

You can order one at Investments Illustrated The post 2023: The Big Picture appeared first on The Big Picture. Love this giant chart!

Investments 279

Investments Investing Marketing Marketing 279

The Big Picture

JUNE 30, 2023

A quick note as the first half of 2023 draws to a close, shocking the locals with its intensity. 1 As of this moment, the indices stand appreciably higher than where they were on January 1, 2023: The NASDAQ 100 is up >38%, the S&P 500 is up ~15.5%, and the Russell 2000 small cap index is up almost 7%. What were their sources?

Numbers 325

Numbers Investing Investments Management 325

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Q4-over-Q4 in 2023. How much will the economy grow in 2023? Will there be a recession in 2023? The FOMC is forecasting an employment recession, and many Wall Street analysts are forecasting an economic recession in 2023.

Economy 278

Economy Sales Economics Investing 278

Calculated Risk

JANUARY 1, 2025

in November 2023. in November 2023. Question #8 for 2025: How much will Residential investment change in 2025? I'm adding some thoughts and predictions for each question. Here is a review of the Ten Economic Questions for 2024. 3) Unemployment Rate: The unemployment rate was at 4.2% in November, up from 3.7% range in Q4 2025.

Economics 272

Economics Sales Investing Investments 272

The Big Picture

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! Might 2023 be a fourth major March bottom? Have a great 2023 – embrace risk, but avoid unforced errors.

Economy 328

Economy Economics Portfolio Marketing 328

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” I stopped writing my column and blog posts (mostly) to focus on this from December 2023 right up until January 2025. How can we avoid the avoidable unforced errors?

Investing 189

Investing Investments Numbers 189

Abnormal Returns

FEBRUARY 23, 2024

morningstar.com) Was employment growth in 2023 lower than initially thought? (bloomberg.com) KKR ($KKR) is getting out of the music rights business. ft.com) Will Berkshire Hathaway ($BRK.A) ever pay a dividend? newsletter.rationalwalk.com) Economy How to parse a CPI report. abnormalreturns.com) What you missed in our Thursday linkfest.

Investing 263

Investing Investments Financial Advising Media 263

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. What will the participation rate be in December 2023? There are probably a few more people that will return to the workforce in 2023, pushing up the participation rate. Question #7 for 2023: How much will wages increase in 2023?

Economics 289

Economics Sales Retirement Numbers 289

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. (economist.com) China is becoming Japan, demographically. ft.com) On the struggles that Ukrainian refugees have had trying to make ends meet in new countries. axios.com) How higher interest rates are going to affect the economy.

Investing 245

Investing Investments Financial Advising Startup 245

The Big Picture

MARCH 16, 2023

That investment decision ran head-on into the buzzsaw of unprecedented rate increases by the Federal Reserve. Therein lay a massive difference between 2008 and 2023. ~~~ Market turmoil to is often chalked up to fear and emotion, and with good reason. In the meantime, 2023 is not the GFC – it is its own thing entirely.

Banking 340

Banking Accounting Insurance Marketing 340

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investing 62

Investing Investments Valuation Advertising 62

Calculated Risk

JANUARY 29, 2024

The BEA reported that investment in non-residential structures increased at a 3.2% Investment in petroleum and natural gas structures increased in Q4 compared to Q3 and was up 5% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q4. Click on graph for larger image.

Commission 289

Commission Manufacturing Investments Investing 289

Wealth Management

NOVEMBER 16, 2023

Cushman & Wakefield profiled investment activity among alternative property types. These are among the must reads from the real estate investment world to end the week. CoStar looked at what entities besides landlords are among WeWork’s creditors during its bankruptcy.

Investments 304

Investments Investing 304

Wealth Management

NOVEMBER 6, 2023

Alternative investment managers have filed a lawsuit against the SEC over its attempts to regulate private funds. These are among the must reads from the real estate investment world to kick off the new week.

Management 305

Management Investments Investing Marketing 305

Calculated Risk

NOVEMBER 16, 2022

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a pickup in CRE investment in early 2023, but if the weakness persists - a slowdown in CRE investment later in 2023.

Investing 363

Investing Investments Economics 363

Calculated Risk

MARCH 22, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a pickup in CRE investment in early 2023, but a slowdown in CRE investment later in 2023.

Economy 361

Economy Investing Investments Planning 361

Wealth Management

JANUARY 19, 2023

Morningstar looks at the pros and cons of investing in REITs vs. directly into properties. Bisnow examines who has been buying old office buildings over the past year. These are among today’s must reads from around the commercial real estate industry.

Investments 312

Investments Investing 312

Wealth Management

SEPTEMBER 7, 2023

These are among the must reads from around the real estate investment world to end the week. WeWork’s stated plan to renegotiate its leases with landlords may run into issues, reports CoStar. Bisnow looked at how extreme heat is creating delays with construction.

Planning 312

Planning Investments Investing 312

Wealth Management

DECEMBER 19, 2023

A new JPMorgan report recommends a 25% position in alternative investments. Propmodo looks at progress in Opportunity Zone investments over the past six years. These are among today’s must reads from around the commercial real estate industry.

Investments 288

Investments Investing 288

Wealth Management

DECEMBER 6, 2023

Open, honest and candid discussion about retirement income, PEPs, investing options, job dissatisfaction and the word of the year.

Retirement 289

Retirement Investments Investing 289

Wealth Management

OCTOBER 26, 2023

The Wall Street Journal looked at the growth of the data center segment as an investment strategy. These are among the must reads from the real estate investment world to wrap up the week. Big changes at the top were announced for both Rudin and Silverstein Properties with next generation family members taking the helms at both firms.

Investments 278

Investments Investing 278

Wealth Management

JANUARY 8, 2024

When the end of a monetary tightening cycle is near, real estate investment trusts outperform. Pierzak, senior vice president of research for the National Association of Real Estate Investment Trusts. All signs indicate positive returns will continue in 2024, argues Edward F.

Investments 286

Investments Investing 286

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Wealth Management

NOVEMBER 21, 2023

Japan’s government pension fund is investing $1 billion in funds managed by Brookfield and Blackstone, reported Bisnow. Private investors have been increasingly focusing on retail real estate in recent months, according to JLL. These are among today’s must reads from around the commercial real estate industry.

Retail 304

Retail Government Management Investments 304

Wealth Management

OCTOBER 30, 2023

These are among the must reads from the real estate investment world to start the new week. Caution has crept into the industrial market, where some big users of space are holding off on additional commitments, reports Bisnow.

Planning 299

Planning Investing Investments Marketing 299