Nerd's Eye View

JANUARY 3, 2024

Consumers, meanwhile, have just about burned their way through their post-COVID savings, which was the main driver for GDP growth in 2023. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics 235

Economics Marketing Marketing Economy 235

Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., Given the current (as of March 2023) economic positions for the U.S. As the U.S.

Valuation 245

Valuation Economics Portfolio Investing 245

The Big Picture

APRIL 5, 2023

Institutional Investor ) see also How Will AI Change Investing? We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. The Atlantic ) • How You Can Grab a 0% Tax Rate : The zero rate on investment income is often overlooked.

Taxes 289

Taxes Valuation Assets Media 289

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

JULY 24, 2023

Podcasts Stephen Clapham talks with Beth Lilly about value investing and managing a family office. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit.

Valuation 243

Valuation Communication Financial Planning Management 243

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. Annamaria Lusardi about the importance of financial literacy.

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

Abnormal Returns

JANUARY 10, 2024

(awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' axios.com) Finance Investment grade companies are rushing to issue debt in January.

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. wsj.com) Intel ($INTC) had a tough 2022 and 2023 isn't looking better. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure.

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

(morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' cnn.com) Big Tech is set to cut costs (and jobs) in 2023. tomtunguz.com) Instacart continues to slash its valuation. safalniveshak.com) 11 ideas that stuck from 2022 including the 'power of quitting.' realreturns.blog) 13 lessons from the FTX meltdown.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. economist.com) The 10 best movies of 2023, so far, including 'Air.' om.co) The rise of the multiplex explains a lot about movies today. variety.com)

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

The Big Picture

FEBRUARY 24, 2023

” AQR’s Cliff Asness on 60/40 Strategy, Market Risks Source: Bloomberg , February 23, 2023 The post Asness on Value Investing & Humility appeared first on The Big Picture.

Investing 147

Investing Investments Financial Market Portfolio 147

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to enlarge and see the entire bracket for 2023. IBM loses to QCOM based on valuation.

Investing 96

Investing Investments Portfolio Assets 96

The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( The Justice Department just can’t stop filing antitrust suits against Google.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

The Big Picture

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. Those three options will determine whether or not the equity and bond markets make a bottom now, at some point in 2023, or at some future date beyond.

Economy 295

Economy Economics Valuation Marketing 295

The Big Picture

FEBRUARY 27, 2023

Bloomberg ) • Does Long-Term Investing Work Outside of the United States? These were the annual returns1 from 1970 through January 2023: S&P 500: 10.5% These were the annual returns1 from 1970 through January 2023: S&P 500: 10.5% The designs are crafted with both aesthetics and security in mind. (

Valuation 290

Valuation Assets Management Marketing 290

The Big Picture

APRIL 24, 2023

Third, it is an approach that generally lacks the sort of process essential to good investing. Previously : Observations to Start 2023 (January 3, 2023) Bottoming? Note we have not even referencing the valuation debate. Markets are complex mechanisms.

Economics 299

Economics Portfolio Marketing Marketing 299

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Financial Overview Of Trent Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,485.00 crore in March 2023 to ₹12,375.11 in March 2023 to ₹41.82 This article will examine Trent Ltd.’s

Valuation 98

Valuation Retail Food Marketing 98

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 98

Asset Allocation Assets Clients Valuation 98

Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The one thing I can guarantee is the lessons from 2023 will be different from the ones this year! Market is subject to wild mood swings.”.

Investing 128

Investing Investments Valuation Portfolio 128

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Read More.

Financial Planner 190

Financial Planner Financial Advisor Retirement Planning Medical 190

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. What a strange year we had in 2023. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.

Investing 96

Investing Investments Marketing Marketing 96

Cornerstone Financial Advisory

OCTOBER 2, 2023

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 111

Marketing Marketing Taxes Economics 111

Advisor Perspectives

MARCH 3, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. As of February 28, 2023 it was at 3.92%. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%.

Valuation 59

Valuation Marketing Marketing Investing 59

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. A Mid-year Assessment for 2023! My end-of-week morning train WFH reads: • Inflation undershoot? Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Source: Econoday, September 22, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, September 22, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

DECEMBER 26, 2023

Source: Econoday, December 22, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. stock market.

Taxes 105

Taxes Investment Advisor Sales Investing 105

Validea

FEBRUARY 8, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — 2023 has been a great year for the market so far. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. The first is that market valuation has essentially zero predictive power over short-term market returns.

Valuation 59

Valuation Sales CFP Distribution 59

The Big Picture

JUNE 2, 2023

The relevance of perspective to investing is self-evident. The monthly number ( May 2023 = 339,000) is a tenth or so of the ~1.5% Fair Value : Valuation of equities is one of those things that seems to confuse so many. Here are a few of my favorite perspective-changers: Non-Farm Payroll : There are about 158.6 of the 159m total.

Numbers 312

Numbers Valuation Retirement Economics 312

Cornerstone Financial Advisory

OCTOBER 9, 2023

Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, September 1, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, November 2, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. ABBV), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Colgate-Palmolive Company (CL) Source: Zacks, October 20, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 20, 2023 2.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. The return and principal value of investments will fluctuate as market conditions change. FOMC Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Source: Econoday, December 1, 2023 The Econoday economic calendar lists upcoming U.S. AVGO), Dollar General Corporation (DG) Source: Zacks, December 1, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JULY 10, 2023

Source: Econoday, July 7 , 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 7 , 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 6, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105