The Big Picture

NOVEMBER 17, 2023

I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L. BAHNSEN National Review, November 16, 2023 click for audio [link] The post Politics and Your Portfolio appeared first on The Big Picture.

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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!).

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Abnormal Returns

DECEMBER 26, 2023

cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' cato.org) Some of the best books of 2023 including "Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis" by Scott Patterson. Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings.

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The Big Picture

NOVEMBER 2, 2023

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. Depending on the specifics a 4.5-5% we are happy to help ).

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The Big Picture

DECEMBER 1, 2023

The problem is those sets of forecasts is already 2 months old, dated October 3, 2023. This came up yesterday on Portfolio Rescue with Ben Carlson. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? It was before the very encouraging CPI, Unemployment, and GDP data releases.

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Abnormal Returns

JANUARY 1, 2023

abnormalreturns.com) Top clicks this week Here is Eddy's 2023 Buy List. humbledollar.com) Three ways to simplify your portfolio in 2023. Also on the site Why you should choose simplicity over complexity: the case against FSAs. crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins.

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The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.

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Abnormal Returns

DECEMBER 29, 2023

Science Derek Thompson with Dr. Eric Topol about some big scientific breakthroughs in 2023. jordanharbinger.com) AI What happened in AI in 2023? ritholtz.com) Corey Hoffstein talks with Nick Baltas, Managing Director at Goldman Sachs about building multi-strategy portfolios.

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The Irrelevant Investor

JANUARY 2, 2023

I’m not doing anything with my portfolio based on t. The post 10 Predictions For 2023 appeared first on The Irrelevant Investor. That’s all I’m trying to do with this post. Entertain and educate. Needless to say, but I have to say it anyway, nothing in this list is investment advice.

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Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Long technology, short utilities was the trade in 2023. morningstar.com) A look at different variants of the 60/40 portfolio. visualcapitalist.com) Strategy How to read all those market and economic forecasts.

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Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

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The Big Picture

OCTOBER 20, 2023

Instead of cherry-picking the S&P 500, what about a simple 60/40 portfolio (e.g., Their descendants each take possession of these in July 2023. by Shri Khalpada PerThirtySix, August 14, 2023 _ 1. Fidelity Balanced Fund, FBALX )? You would have done slightly worse, gaining about 6.7% annually over the same period.

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Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. tonyisola.com) Leveraged loans have put corporate bonds to shame in 2023. etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying.

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The Reformed Broker

MARCH 13, 2023

Follow Samir on: Twitter Linkedin Substack Let us know if we can help you with your financial plan or portfolio: [link]. The post The Bank Run of 2023 appeared first on The Reformed Broker.

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The Reformed Broker

NOVEMBER 30, 2022

Let’s assume we’re going to have a recession in 2023. Are there changes you could make to a portfolio in order to gird yourself for a worsening economy? I don’t know if we will, but everyone seems to think so, so let’s just say. What can you do to stop it? Absolutely.

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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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Pragmatic Capitalism

DECEMBER 1, 2022

But now we’re back and getting ready for 2023. Sorry for the radio silence recently. I went on my first vacation in two years over the Thanksgiving week. I was [ … ]

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The Big Picture

JANUARY 25, 2023

Sources : “Study sheds light on cognitive dissonance in active management Robin Powell TEBI, January 25, 2023 Active fund managers and the rise of Passive investing: epistemic opportunism in financial markets Crawford Spence, Yuval Millo, James Valentine Kings College, 06 Jan 2023 Understanding Communities of Practice: Taking Stock and Moving Forward (..)

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Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) A list of the best investing blogs of 2023. etftrends.com) Economy Is the U.S.

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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.

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Abnormal Returns

DECEMBER 28, 2022

awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. Personal finance Nobody knows what is going to happen in the stock market next year. morningstar.com) Some common personal finance misunderstandings including 'Extending your tax return filing doesn’t extend your ability to pay.'

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Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. bloomberg.com) Some ETF statistics for 2023. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting.

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Abnormal Returns

DECEMBER 20, 2023

financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two. (morningstar.com) Why it's so hard to stay retired when you retire early.

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Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. thinkadvisor.com) IRAs IRS Notice 2023-54 answers some important questions for inherited IRAs. riabiz.com) Should your client portfolios be even simpler?

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Abnormal Returns

FEBRUARY 12, 2024

kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. kitces.com) How direct indexing can be used in bond portfolios. (investmentnews.com) Lifetime income Americans need more help managing retirement income. thinkadvisor.com) Five steps to create a paycheck in retirement. thinkadvisor.com)

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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.

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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.

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A Wealth of Common Sense

DECEMBER 31, 2023

Over the past 100 years: It was the third worst year for a 60/40 portfolio. 2022 was one of the worst years ever for financial markets. It was the seventh worst year for the S&P 500. It was the worst year ever for the Barclays Aggregate Bond Market Index. It was the worst year ever for the 10 year Treasury bond.

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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 (..)

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The Big Picture

JANUARY 26, 2023

-Avoid costly errors -Remove classic pitfalls -Create a robust, bullet-proof portfolio It’s going to be the most valuable 45 minutes you will spend this year thinking about your investments.

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Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. Strategy When it comes to investing, more activity doesn't guarantee better results. In fact, just the opposite is true.

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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.

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Abnormal Returns

JANUARY 4, 2023

Retirement Why you need a diversified life portfolio in retirement. msn.com) New year Ten words for 2023 including 'Simplify.' wsj.com) Why you want to have options in retirement. kiplinger.com) Everybody wants the FI in FIRE. bestinterest.blog) Giving up How to de-prioritize activities that don't serve you.

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NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

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The Big Picture

JANUARY 12, 2024

Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments. She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. She was named one of Barron’s 100 Most Influential Women in U.S.

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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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Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends. wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space.

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