Validea

OCTOBER 28, 2024

We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.

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Asset Allocation Assets Wealth Management Valuation 52

Wealth Management

FEBRUARY 11, 2025

Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks all things Bitcoin.

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Nerd's Eye View

JANUARY 24, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

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Nerd's Eye View

JANUARY 9, 2025

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

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Financial Advice Asset Allocation Clients Wealth Management 228

A Wealth of Common Sense

SEPTEMBER 5, 2023

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance.

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A Wealth of Common Sense

NOVEMBER 10, 2022

Following up on last week’s question about when to change your asset allocation, a reader asks a logical follow-up: For the average investor who is looking to do a mix of stocks/bonds, should they use some simple heuristic for bond allocation, such as bond% = 10 x interest rate, up to a max of 50%?

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A Wealth of Common Sense

APRIL 13, 2023

A reader asks: I’m a 30 year old living in Brooklyn making $175/year. I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years.

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Abnormal Returns

FEBRUARY 18, 2025

herbgreenberg.com) A round-up of recent research papers on asset allocation including 'Asset Allocation Mandates and Price Reactions to New Information.' Quant stuff Some financial-focused AI tools worth checking out. capitalspectator.com) Some recent academic papers including 'The Cross-Section of Corporate Bond Returns.'

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Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

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Abnormal Returns

JUNE 12, 2024

podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. awealthofcommonsense.com) Why asset allocation matters. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough.

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Asset Allocation Financial Advisor Estate Planning Retirement 263

Wealth Management

MAY 19, 2023

Education on key asset allocation strategies is necessary to get clients ready for their golden years.

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Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 261

Wealth Management Asset Allocation Management Retail 261

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 258

Wealth Management Management Asset Allocation Portfolio 258

Nerd's Eye View

MARCH 12, 2025

Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.

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Wealth Management

DECEMBER 11, 2023

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

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Asset Allocation Portfolio Assets 275

Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

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Asset Allocation Financial Planning Portfolio Assets 276

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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Wealth Management

MARCH 28, 2023

A look at how financial advisors should go about incorporating hedging in their asset allocations.

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Asset Allocation Financial Advisor Assets 261

Abnormal Returns

FEBRUARY 26, 2025

tonyisola.com) Age is just one factor when it comes to your asset allocation. (whitecoatinvestor.com) Carl Richards talks minimalism, wealth and happiness with Joshua Becker. podcasts.apple.com) Investing Targeted apathy as an investment philosophy. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio.

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Asset Allocation Retirement Financial Planning Accounting 159

Wealth Management

MAY 22, 2023

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

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Asset Allocation Assets Clients 262

The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. Asset allocation determines the rate of return. When this was originally published in 1995, Arthur Zeikel was president of Merrill Lynch Asset Management in New Jersey.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. insights.finominal.com) Global macro hedge funds are mid.

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Asset Allocation Portfolio Management Portfolio Assets 274

Abnormal Returns

NOVEMBER 19, 2023

ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio.

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Abnormal Returns

NOVEMBER 5, 2023

humbledollar.com) There's nothing magic about asset allocation. Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Be wary shifting too much of your money into bonds. obliviousinvestor.com) Money market returns look good.almost too good.

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Asset Allocation Sales Assets Investing 304

Abnormal Returns

DECEMBER 10, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. (tker.co) The more room you can put between yourself and your investments, the better. yield-to-maturity.beehiiv.com) It's easy to load up on cash, harder to put it to work. humbledollar.com) Why investors are attracted to low probability games.

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Asset Allocation Assets Investing Investments 303

The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

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Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

OCTOBER 1, 2024

blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' Foerster’s new book "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor." bpsandpieces.com)

Asset Allocation 287

Asset Allocation Management Assets Planning 287

Abnormal Returns

MAY 21, 2024

papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. capitalspectator.com)

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Asset Allocation Retail Media Financial Market 260

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

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Asset Allocation Financial Advising Startup Assets 287

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point. awealthofcommonsense.com) Brett Steenbarger, "Over time, unique returns cannot come from consensus thinking."

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Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

JULY 30, 2024

Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. man.com) Risk parity is a solution in search of a problem. rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. alphaarchitect.com) How fund flows can drive stock returns.

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Asset Allocation Portfolio Assets Investing 257

Wealth Management

OCTOBER 17, 2023

Monday, November 06, 2023 | 2:00 PM ET

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Asset Allocation Assets Marketing Marketing 162

Abnormal Returns

AUGUST 9, 2022

mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. (papers.ssrn.com) Research Is it possible to identify when momentum crashes are more likely to happen? alphaarchitect.com) Why does trend following work better in a high inflation regime?

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Asset Allocation Accounting Portfolio Assets 240

Abnormal Returns

AUGUST 27, 2023

ritholtz.com) Asset allocation is not a science. Top clicks this week Better investing comes from better decision making. obliviousinvestor.com) It's hard to overstate the sea change that has occurred with interest rates. theirrelevantinvestor.com) Quant strategies are not free from human input.

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Asset Allocation Media Retirement Assets 244

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. Alternatives Private market access funds are all the rage. integratinginvestor.com) Will music royalties turn out to be a worthy investment?

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Asset Allocation Financial Advising Assets Media 276

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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Asset Allocation Wealth Accumulation Assets Portfolio 246

The Big Picture

JUNE 15, 2023

Some of the more fascinating data points from the report: – 2022 featured record-high plan participation rate of 83%, driven in large part by wider adoption of automatic enrollment; – From 2006 to 2022, automatic enrollment has tripled; – 41% of all plans offered planning & advice; Larger plans with more than 5,000 employees, (..)

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