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2023 Numbers Portfolio 
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!
246 
Nerd's Eye View
MAY 1, 2023
Welcome to the May 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!
245 This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
FEBRUARY 6, 2023
Welcome to the February 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! For which Elements has positioned itself as an early leader that is now gaining momentum.
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Nerd's Eye View
DECEMBER 25, 2023
And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
Nerd's Eye View
JULY 3, 2023
Welcome to the July 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!
246 
Abnormal Returns
DECEMBER 28, 2022
awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive. Personal finance Nobody knows what is going to happen in the stock market next year. flowfp.com) The more you know about money, the less you need to think about it.
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The Big Picture
DECEMBER 11, 2023
1 But since a spokesperson for the NRF admitted they had to remove content from its report on organized retail crime (report from April 2023, produced with hired gun K2 Integrity), I have begun to rethink that. They all have agendas, none of which include the well-being of your portfolios.
353 
Abnormal Returns
DECEMBER 11, 2023
Markets Every major asset class, except commodities, is set for an up 2023. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends.
277 
Nerd's Eye View
JANUARY 13, 2023
FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares. How stocks and bonds tend to perform following their biggest down years.
Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)
Nerd's Eye View
DECEMBER 8, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)
Trade Brains
NOVEMBER 23, 2023
Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Crores as of November 23, 2023.
Abnormal Returns
FEBRUARY 13, 2023
mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) riaintel.com) RIA organizations are lining up against the SEC's proposed outsourcing rule.
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Nerd's Eye View
JULY 26, 2024
The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.
Nerd's Eye View
JUNE 28, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)
The Big Picture
MAY 5, 2023
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. Yesterday (May 4) it looked like this the odds of a pause were over 98.9% I have long been a fan of the concept of Strong Opinions, Weakly Held ).
363 
The Big Picture
MARCH 3, 2023
Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.
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David Nelson
JANUARY 3, 2023
Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. S&P 500 2 Years.
Nerd's Eye View
APRIL 5, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)
Random Roger's Retirement Planning
JUNE 14, 2024
It turned out that a 39% allocation since the start of 2023 did the trick. With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. The numbers are real but I don't know how realistic it is to think we can pick the best performing fund in a theme.
Random Roger's Retirement Planning
APRIL 19, 2024
The basic summary is that they blended together a bunch of asset classes, of which only gold had negative correlation to US large cap, and that blend lagged in 2023. Also, 2023 it noteworthy. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns. We say that repeatedly here.
93 
Good Financial Cents
FEBRUARY 16, 2023
Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork. Now that you have a better understanding of artwork investing as a whole, let’s discuss adding art to your investment portfolio.
84 
The Big Picture
JUNE 21, 2023
Their numbers are few – they are the exception that proves the rule. of publicly traded companies that put up those giant performance numbers over an extended period of time. A portfolio of passive low-cost indexes should make up the core of your holdings. John Neff, Julian Robertson, and Will Danoff round out the list.
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Trade Brains
SEPTEMBER 22, 2023
Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. MRL exported tires to a number of nations, including the United States, the Middle East, Pakistan, and Afghanistan. Market Cap (Cr) 47,415 EPS (Rs) 38.09
Carson Wealth
MAY 20, 2024
April inflation data confirmed there is no need to panic about the first-quarter numbers. As Fed Chair Jerome Powell noted after the Fed’s May meeting, Fed members didn’t think the hot inflation data negated the progress made in the second half of 2023. New highs scare many investors, but history suggests more new highs will follow.
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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. That being said, this is very much worthy of a long-term investment.
102 
The Big Picture
FEBRUARY 7, 2024
To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. So his own portfolio started selling the S&P 500 and buying value.
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Carson Wealth
MARCH 29, 2023
The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. You must start taking Required Minimum Distributions at 73 (2023), how will you minimize the tax bite there?
98 
Calculated Risk
DECEMBER 19, 2022
From the MBA: Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained flat relative to the prior month at 0.70% as of November 30, 2022. emphasis added Click on graph for larger image.
137 
The Big Picture
MAY 9, 2023
He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.
299 
The Big Picture
DECEMBER 21, 2023
Dec 20, 2023) How do historical patterns and seasonality affect equities? To help us unpack all of this and what it means for your portfolio, let’s bring in Jeff Hirsch, editor in chief of the Stock Traders Almanac, who’s been studying seasonality just about his whole life. Pretty good numbers. Jeff, welcome.
321 
Calculated Risk
SEPTEMBER 18, 2023
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.33% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 6 basis points from 0.39% of servicers’ portfolio volume in the prior month to 0.33% as of August 31, 2023.
128 
Random Roger's Retirement Planning
AUGUST 17, 2023
The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say.
75 
Calculated Risk
JUNE 20, 2023
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.49% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.51% of servicers’ portfolio volume in the prior month to 0.49% as of May 31, 2023.
98 
Calculated Risk
MARCH 20, 2023
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.60% in February 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 0.64% of servicers’ portfolio volume in the prior month to 0.60% as of February 28, 2023.
121 
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.
89 
Good Financial Cents
DECEMBER 10, 2022
Ad Invest as little or as much as you want with a Robinhood portfolio. With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Our 25 Best Ways to Make Money Online in 2023. Ads by Money. We may be compensated if you click this ad. Launch Your Own Blog.
112 
Calculated Risk
APRIL 17, 2023
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.55% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from 0.60% of servicers’ portfolio volume in the prior month to 0.55% as of March 31, 2023.
93 
Trade Brains
SEPTEMBER 19, 2023
Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. The post Top Cryptocurrency Exchanges By Volume in 2023 – Hidden Gems? appeared first on Trade Brains.
116 
Trade Brains
JANUARY 1, 2024
Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. percent and 92.78 percent respectively. percent and 216.1
59 
Calculated Risk
JANUARY 23, 2023
From the MBA: Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained flat relative to the prior month at 0.70% as of December 31, 2022. emphasis added Click on graph for larger image.
104 
Brown Advisory
MARCH 27, 2023
Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). 13 March 2023). Retrieved 23 March 2023, from [link]. 21 March 2023).
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Good Financial Cents
JANUARY 17, 2023
With most 401(k)s you must work for the employer for a certain number of years to be vested. You are allowed to contribute up to $15,500 in 2023 , up from $14,000 in 2022, per year in a SIMPLE IRA. The 2023 Contributions Have Increase. The contribution limit for 2023 increased to $15,500. The SIMPLE IRA Two-year Rule.
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