Abnormal Returns

NOVEMBER 5, 2023

Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) There's nothing magic about asset allocation. morningstar.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' wsj.com) Bonds are now competition for stocks.

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Abnormal Returns

DECEMBER 10, 2023

allstarcharts.com) Investing is hard. tker.co) The more room you can put between yourself and your investments, the better. awealthofcommonsense.com) There are a lot of different asset allocations you can live with. Top clicks this week Why investors may regret earning 5% on cash. Really hard.

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Asset Allocation Assets Investments Investing 306

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. papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing?

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Asset Allocation Portfolio Management Portfolio Assets 277

The Big Picture

SEPTEMBER 28, 2022

Consider this tweet I bookmarked back in August; This updated version , via Mindfulenough , gave me the idea to turn it into something investment-related. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc. Asset Economy. Asset Allocation.

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Asset Allocation Financial Planning Assets Media 342

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

The Big Picture

AUGUST 23, 2023

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment. – “ Future ” demands optimism.

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Investing Investments Asset Allocation Healthcare 246

Abnormal Returns

JULY 30, 2024

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

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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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Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

AUGUST 27, 2023

Top clicks this week Better investing comes from better decision making. ritholtz.com) Asset allocation is not a science. blog.validea.com) The only way to learn about investing is actually putting money on the line. obliviousinvestor.com) It's hard to overstate the sea change that has occurred with interest rates.

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Asset Allocation Media Retirement Assets 244

Abnormal Returns

MARCH 20, 2024

youtube.com) Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach. peterlazaroff.com) Investing There's no magic rule for asset allocation. wsj.com) Personal finance Compounding your investments is great, but at some point you need to spend it.

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Asset Allocation Retirement Commission Taxes 279

Abnormal Returns

JULY 3, 2024

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. humbledollar.com) Why age is not the be-all-end-all for asset allocation decisions. obliviousinvestor.com) How to rebalance your portfolio.

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Asset Allocation Retirement Portfolio Assets 275

Abnormal Returns

SEPTEMBER 26, 2023

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

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Asset Allocation Financial Advising Assets Media 279

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 . The Bottom Line .

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Asset Allocation Financial Planner Marketing Marketing 190

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 (..)

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Financial Planner Asset Allocation Taxes Tax Planning 246

Meb Faber Research

DECEMBER 5, 2022

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast.

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Asset Allocation Assets Investments Investing 73

Abnormal Returns

JANUARY 24, 2023

blog.thinknewfound.com) A century long look at various asset allocation strategies. papers.ssrn.com) How investment management operations are organized matters more than any 'model' they follow. (klementoninvesting.substack.com) Research A look at the returns of private debt funds.

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Investing Investments Asset Allocation Portfolio 148

Abnormal Returns

NOVEMBER 3, 2023

joincolossus.com) Rick Ferri talks TIPS and asset allocation with William Bernstein. podcasts.apple.com) Barry Ritholtz talks with Michael Carmen, co-head of private investments at Wellington Management Co. (open.spotify.com) Eric Golden talks return stacking with Corey Hoffstein.

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Asset Allocation Economy Assets Management 278

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. 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. Prices are now rising again.

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Asset Allocation Financial Advising Startup Valuation 243

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 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are.

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Investing Investments Financial Planner Risk Tolerance 184

Abnormal Returns

DECEMBER 3, 2023

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. newyorker.com) Venture capital More VC funds are running out time while still holding investments. humbledollar.com) Technology No matter how you look at it, Intel ($INTC) is being battered on all sides.

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Asset Allocation Financial Advising Startup Economy 262

Nerd's Eye View

JULY 6, 2022

their views on asset allocation or paying down debt), nonexperts often find them very compelling. From this perspective, building the portfolio becomes an exercise that is similar to any other values-based investment philosophy (e.g., Socially Responsible Investing). Read More.

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Clients Asset Allocation Financial Advisor Portfolio 242

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. rogersplanning.blogspot.com) How to avoid investment complexity.

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Asset Allocation Assets Economics Portfolio 174

The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

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Banking Asset Allocation Portfolio Management Engineering 173

Abnormal Returns

NOVEMBER 11, 2022

neckar.substack.com) The best asset allocation is one you can stick with. nytimes.com) FTX, SBF and affiliates made all manner of investments. 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.

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Asset Allocation Financial Advising Media Engineering 242

Meb Faber Research

APRIL 26, 2024

Guest: Catherine LeGraw is a member of GMO’s Asset Allocation Team. ” She […] The post Episode #530: GMO’s Catherine LeGraw – Capitalizing on Global Asset Allocation in 2024 appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Asset Allocation Assets Portfolio Investments 57

Validea

OCTOBER 28, 2024

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.

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Asset Allocation Assets Wealth Management Valuation 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. I thought this was an absolutely fascinating way to see the world of investment management. And I think you will also.

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Assets Clients Investments Investing 299

Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […].

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The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets. All of our earlier podcasts on your favorite pod hosts can be found here.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

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 115

Wealth Management Asset Allocation Management Retail 115

A Wealth of Common Sense

SEPTEMBER 1, 2023

Rob Isbitts at ETF.com says Jerome Powell’s speech at Jackson Hole is bad news for 60/40 investors: For nearly two decades, investment advisors and self-directed investors came to understand and appreciate “asset allocation” as a complementary combination of stocks and bonds.

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Asset Allocation Portfolio Investment Advisor Assets 139

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Financial Planner Asset Allocation Clients Risk Management 246

Pragmatic Capitalism

JANUARY 20, 2023

We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation [ … ] Here’s the first batch of answers from the Ask Me Anything.

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Asset Allocation Assets Investments Investing 145

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? We have to pay attention to this, and we have to understand why this is potentially a risky asset.

Assets 173

Assets Management Portfolio Taxes 173

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 105

Wealth Management Asset Allocation Management Retail 105