The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

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Portfolio Portfolio Management Management Numbers 147

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

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Financial Advising Taxes Manufacturing Media 290

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients 246

Clients B2B Estate Planning Planning 246

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. And while bonds have briefly stumbled, some other portfolio diversifiers, including gold, have done well.

Investing 139

Investing Investments Economy Economics 139

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

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Valuation Financial Advising Startup Media 279

The Big Picture

APRIL 4, 2024

At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. Investors should be considering capturing some of that yield in their portfolios. My stock portfolio is recovering. In this new interest rate regime, TINA is no more.

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Portfolio Management Assets Economy 162

Calculated Risk

MAY 29, 2024

The FDIC released the Quarterly Banking Profile for Q1 2024: Reports from 4,568 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) report aggregate net income of $64.2 billion in first quarter 2024, an increase of $28.4 billion (79.5 percent) from the prior quarter.

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Numbers Banking Insurance Assets 124

Wealth Management

NOVEMBER 15, 2024

Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.

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Portfolio Investments Investing 98

Wealth Management

NOVEMBER 12, 2024

At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.

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Portfolio Management Portfolio Management Investments 98

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. wsj.com) ETFs Five ETF predictions for 2024 including the spot Bitcoin ETF. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. unemployment rate.

Financial Advising 273

Financial Advising Media Economy Economics 273

Abnormal Returns

DECEMBER 20, 2023

(ofdollarsanddata.com) What's changing for retirement accounts in 2024. 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. humbledollar.com) Why TIPS, not funds, are different.

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Retirement Portfolio Taxes Accounting 280

The Big Picture

JUNE 13, 2024

Barry adds: Two things to add to this discussion: It’s yet another reminder that investors must always be on guard for nonsensical claims from partisans who have zero concern for your portfolio. Times, June 12, 2024 Free mirror: Yahoo The post Debunking QSR Minimum Wage BS: A Follow Up appeared first on The Big Picture.

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Food Numbers Economics Portfolio 305

The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. Economic Forecasts: What’s the Probability of a Recession in 2024? It was before the very encouraging CPI, Unemployment, and GDP data releases. I’ve spent a lot of time discussing why forecasts are a waste of time.

Economy 288

Economy Economics Portfolio Marketing 288

The Big Picture

OCTOBER 24, 2024

Of course, you can find other forecasts that are friendlier to your portfolio, For example, JP Morgan sees U.S. It’s certainly no way to manage your portfolio… Previously : Forecasting & Prediction Discussions Sources : 3% Stock Market Returns For the Next Decade? stocks returning 7.8% annually over the next 20 years.

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Distribution Economics Portfolio Economy 326

A Wealth of Common Sense

JANUARY 15, 2024

On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to.

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Portfolio Financial Advisor 112

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

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Manufacturing Sales Portfolio Marketing 98

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( While I expect to see rates moderate later in 2024 or 25, it’s a low probability bet they go back to zero. we are happy to help ).

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Taxes Portfolio Marketing Marketing 288

Wealth Management

SEPTEMBER 9, 2024

Wednesday, October 09, 2024 | 2:00 PM ET

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Portfolio 105

Wealth Management

SEPTEMBER 20, 2024

Friday, September 20, 2024 | 10:00 AM ET

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Portfolio Investing Investments 105

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share. nytimes.com) It's easy to load up on cash, harder to put it to work.

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

Validea

JULY 22, 2024

Here are the top ten highest scoring stocks for July 2024 for Validea’s P/E/Growth Investor strategy based on Peter Lynch. Further Research Top Peter Lynch Stocks Peter Lynch Portfolio More About Peter Lynch The post Validea’s Top 10 Peter Lynch Stocks – July 2024 appeared first on Validea's Guru Investor Blog.

Sales 98

Sales Assets Management Investments 98

The Big Picture

MARCH 28, 2024

2024: It’s a bubble! If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era. : Given the widely adopted narrative about inflation, it’s not difficult to see why so many economists were expecting a recession. Only no recession came – the fourth quarter of 2023 saw GDP at 3.4%!

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Manufacturing Economy Economics Marketing 340

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Abnormal Returns

NOVEMBER 29, 2024

abnormalreturns.com) Personal finance links: a boring portfolio. abnormalreturns.com) Mixed media NPR staff picks for the best books of 2024 including "The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport" by Joshua Robinson and Jonathan Clegg. Well, you should.

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Media Retail Economy Economics 163

Nerd's Eye View

DECEMBER 2, 2024

Welcome to the December 2024 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!

Clients 130

Clients Portfolio Management Numbers Financial Advisor 130

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Keep reading to find out! Investment Rs.

Government 105

Government Transportation Planning Investing 105

Dear Mr. Market

MARCH 17, 2024

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 see or enlarge the entire bracket for 2024. While we absolutely nailed being bullish on the U.S.

Investing 95

Investing Investments Portfolio Assets 95

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.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Trade Brains

JANUARY 8, 2024

Written By Shivani Singh By utilising the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks, also get updated with stock market news , and make well-informed investment.

Banking 102

Banking Accounting Planning Education 102

The Big Picture

DECEMBER 23, 2023

His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is our last podcast for 2023; we have a great lineup coming up in 2024! Happy and healthy holidays!

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Retail Banking Financial Market Sales 200

Abnormal Returns

NOVEMBER 15, 2024

on.ft.com) Fund management 2024 could see $1 trillion in U.S. sherwood.news) The best new restaurants in America in 2024. spyglass.org) Economy Industrial production fell in October 2024. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. ft.com) Is private credit in a bubble?

Financial Advising 148

Financial Advising Valuation Food Media 148

Wealth Management

MAY 20, 2024

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

Wealth Management 119

Wealth Management Portfolio Management 119

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. After-tax equity returns from your non-tax-exempt portfolios. So the benefit of a mutual funder and ETF is that you’re getting a diversified portfolio and professional oversight.

Taxes 246

Taxes Portfolio Wealth Management Management 246

Validea

DECEMBER 18, 2024

By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.

Valuation 52

Valuation Portfolio Investments Investing 52

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. A wide range of musicians are heading back to the studio to retrace the past and reclaim ownership of their work. ( “This is worrying news for the planet.” Then he blew up on TikTok. (

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading. Markets Anything can happen in the stock market over the short run. morningstar.com) Bond investor sentiment has turned. wired.com)

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Financial Advising Valuation Banking Media 174

Trade Brains

AUGUST 17, 2024

A Complete List of SEBI Registered Stockbrokers in India 2024: The Indian stock market has seen impressive growth following digitalization and the post-COVID period. Nithin Kamath, Co-Founder of Zerodha, reports that the number of unique investors has risen from 30 million in 2020 to over 100 million by 2024. Keep Reading to find out.

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Clients Financial Services Banking Wealth Management 98