Alpha Architect

JULY 19, 2022

We examine Sentix sentiment indices for use in tactical asset allocation. Relative Sentiment and Machine Learning for Tactical Asset Allocation: Out-of-Sample Results was originally published at Alpha Architect. In particular, we construct monthly relative sentiment factors for the U.S.,

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Asset Allocation Assets Economics Marketing 111

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 265

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.

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Asset Allocation Assets Clients Valuation 98

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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Assets Clients Portfolio Asset Allocation 245

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 277

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 307

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 306

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

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 262

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 290

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 259

Abnormal Returns

APRIL 15, 2024

standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. riabiz.com) Retirement accounts On the downside of holding non-traditional assets in an IRA. Podcasts Daniel Crosby talks about the unique needs of women and money with Lindsey Lewis.

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Wealth Management Asset Allocation Retirement Financial Planning 263

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

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 279

Alpha Architect

JULY 29, 2024

Transaction costs for asset allocation and foreign exchange markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Asset Allocation Assets Marketing Marketing 64

Abnormal Returns

MARCH 20, 2024

peterlazaroff.com) Investing There's no magic rule for asset allocation. (podcasts.apple.com) Peter Lazaroff talks with Manisha Thakor author of “MoneyZen: The Secret to Finding Your “Enough.” awealthofcommonsense.com) Four ways to reduce sequence-of-returns risk.

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Asset Allocation Retirement Commission Taxes 279

Abnormal Returns

JULY 3, 2024

humbledollar.com) Why age is not the be-all-end-all for asset allocation decisions. (sherwood.news) Investing Every generation learns the lessons of the markets their own way. awealthofcommonsense.com) The case for consolidating all your investments in one place. obliviousinvestor.com) How to rebalance your portfolio.

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Asset Allocation Retirement Portfolio Assets 275

Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. investmentecosystem.com) When does conviction turn into arrogance? flyoverstocks.com) Finance The London Stock Exchange Group is 'no longer particularly about London — or about trading stocks.'

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Asset Allocation Financial Advising Insurance Communication 265

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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The Chicago Financial Planner

FEBRUARY 3, 2022

Investors who are well-diversified may be hurt but generally not to the extent of those who are highly allocated to stocks. Review your asset allocation . If you haven’t done so recently, perhaps it is time to review your asset allocation and make some adjustments. Go shopping .

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Asset Allocation Financial Planner Marketing Marketing 190

Abnormal Returns

NOVEMBER 3, 2023

joincolossus.com) Rick Ferri talks TIPS and asset allocation with William Bernstein. (tim.blog) Finance Paul Ollinger talks with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Making Better Financial Decisions." open.spotify.com) Eric Golden talks return stacking with Corey Hoffstein.

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Asset Allocation Economy Assets Management 278

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. Strategy High uncertainty decisions, like investing, are by definition difficult. Prices are now rising again.

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Asset Allocation Financial Advising Startup Valuation 243

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

Nerd's Eye View

JUNE 14, 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 advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

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Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

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Banking Asset Allocation Portfolio Management Engineering 173

The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

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Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? nytimes.com) It's easy to load up on cash, harder to put it to work. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. morningstar.com) Asset location, 101. realreturns.blog) The stock market is almost always in a drawdown.

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Asset Allocation Assets Economics Portfolio 174

A Wealth of Common Sense

AUGUST 29, 2024

A reader asks: My asset allocation has been pretty conservative since the market run-up in 2020. My basic thesis is that the market is overvalued, and the only way I can keep myself in equities at all is to have a 60/40 stock/bond allocation.

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Nerd's Eye View

JULY 6, 2022

their views on asset allocation or paying down debt), nonexperts often find them very compelling. While many financial advisors may disagree with the opinions espoused by pundits like Dave Ramsey and others (e.g., Instead of trying to change their clients’ beliefs, it may be possible to channel them in a more productive manner.

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Clients Asset Allocation Financial Advisor Portfolio 242

Abnormal Returns

NOVEMBER 11, 2022

neckar.substack.com) The best asset allocation is one you can stick with. Strategy Now is the time to clear out all your bad trades before the new bull market gears up. awealthofcommonsense.com) FTX FTX has filed for bankruptcy. nytimes.com) FTX, SBF and affiliates made all manner of investments.

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Asset Allocation Financial Advising Media Engineering 242

A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives.

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Portfolio Asset Allocation Assets Marketing 138