Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. investmentecosystem.com) When does conviction turn into arrogance?

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Asset Allocation Financial Advising Insurance Communication 264

Abnormal Returns

NOVEMBER 11, 2022

neckar.substack.com) The best asset allocation is one you can stick with. novelinvestor.com) Media Why Netflix ($NFLX) will continue to push into live sports. newsletter.abnormalreturns.com) Mixed media The Paul Allen art auction set a record with proceeds exceeding $1.5 fortune.com) What VCs lost with the FTX implosion.

Asset Allocation 242

Asset Allocation Financial Advising Media Engineering 242

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. newsletter.abnormalreturns.com) Mixed media Is the Apple ($AAPL) Vision Pro the future of movie watching?

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. newsletter.abnormalreturns.com) Mixed media People would rather read about Elon Musk than SBF. (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? Then check out our weekly e-mail newsletter. seths.blog)

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

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 .

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

MainStreet Financial Planning

MARCH 12, 2025

Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic. Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive.

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Economics Asset Allocation Financial Planning Taxes 76

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Don’t get caught up in the media hype. Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point.

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Risk Tolerance Marketing Marketing Financial Planner 188

Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. alphaarchitect.com) Analysts are rapidly integrating insights from social media. Inflation Hedging inflation is harder than it looks. insights.factorresearch.com) Can Twitter be used to forecast inflation?

Risk Management 130

Risk Management Management Asset Allocation Media 130

Random Roger's Retirement Planning

SEPTEMBER 30, 2022

The financial news media and to an extent, Twitter are really pounding the table on how terrible the current market event is using words/phrases like crash, record loss of wealth, markets breaking and so on. When the media and the like use sensational language it whips people up by playing on their fear and might even push them to panic sell.

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Media Asset Allocation Assets Clients 79

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. newsletter.abnormalreturns.com) Mixed media How Netflix ($NFLX) is cutting content costs. (nytimes.com) Year-to-date, the Renaissance IPO ETF is down almost 50%. institutionalinvestor.com) Options trading is booming.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. newsletter.abnormalreturns.com) Mixed media If TikTok gets banned, these other Chinese apps could be in the crosshairs. savantwealth.com) Gathering and interpreting information has a cost. Then check out our weekly e-mail newsletter.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life. After showing them that breakdown, I discuss the details of asset allocation. Try these three ideas from MDRT members around the world for inspiration.

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Clients Asset Allocation Retirement Planning Transportation 102

The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. The Age of Social Media Is Ending It never should have begun. ( Bloomberg ). Morningstar ).

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Asset Allocation Media Management Portfolio 147

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? newsletter.abnormalreturns.com) Mixed media Dror Poleg, "The more new content there is, the more likely we are to consume old content." Not all that often. awealthofcommonsense.com) For the first time in a decade, TIPS finally look attractive.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. We covered a huge amount of ground here in an hour. I hope you learn something new from this interview. I hope you learn something new from this interview.

Assets 58

Assets Asset Allocation Valuation Portfolio 58

Discipline Funds

AUGUST 2, 2024

Now they’re going to get killed in the media as they cut just a few weeks before the election. As you might know, I am a big fan of asset/liability matching strategies and what I call Defined Duration investing. Those of us looking under the hood could see the labor market softening for the last year.

Financial Planning 115

Financial Planning Assets Asset Allocation Economy 115

A Wealth of Common Sense

NOVEMBER 9, 2023

A reader asks: Can you please explain why financial media personnel keep saying the 60/40 is dead but they are not saying target date funds are dead? Last year was one of the worst years ever for a 60/40 portfolio of U.S. stocks and bonds.

Portfolio 144

Portfolio Media Asset Allocation Assets 144

A Wealth of Common Sense

JUNE 22, 2023

The S&P 500 is the market we talk about the most frequently in the financial media so that’s the benchmark most investors use when trying to gauge performance. A reader asks: My target date fund does a lot worse than SPY. Should I just move to an index fund for my 403(b)?

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Investing Investments Media Asset Allocation 144

Alpha Architect

MARCH 8, 2024

One way to do that is to turn a blind eye to social media sites like Robinhood and Reddit so you don’t get caught up in the hype and excitement. That results in an overvaluation of the options and, on average, negative returns. Investors are best served to avoid investments with lottery-like distributions. Forewarned is forearmed.

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Investing Investments Distribution Retail 123

Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Teslas falling stock price, quality control issues, and the negative media attention surrounding Elon Musk leave the electric vehicle leader in a precarious position.

Investing 62

Investing Investments Valuation Advertising 62

Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

The Big Picture

JANUARY 21, 2025

Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. And suddenly you could buy index funds that cover all of the major asset classes. I also steer people away from the endless political commentary that’s poisoned social media. I just dunno when.

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Investments Investing Management Retirement 147

Discipline Funds

JULY 25, 2023

The global financial markets are roughly 50% stocks and 50% bonds which means that the average annual real return for the Global Financial Asset Portfolio is about 4% per year before taxes and fees. We often hear the mainstream media refer to nominal pre-tax and pre-fee returns of 10% or more for the stock market.

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Nationwide Financial

MARCH 1, 2023

has been a frequent question in the financial media for much of the past year. A suitable asset allocation between stocks and bonds would enable clients to manage market volatility with greater confidence. The current market environment offers a unique window for adjusting clients’ portfolio allocations.

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Clients Retirement Risk Tolerance Asset Allocation 72

Darrow Wealth Management

MARCH 28, 2022

Talking heads in the media and permabears love doomsday scenarios. Having cash and investable liquid assets gives you flexibility for the unknown. Asset allocation. Consider how bonds performed around the 2008 financial crisis: Diversification should run throughout your portfolio, across and within asset classes.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Dear Mr. Market

MAY 27, 2022

We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market.

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Marketing Marketing Asset Allocation Assets 52

Walkner Condon Financial Advisors

MARCH 15, 2023

If you had 500 stocks in your portfolio not every stock will be up at the same time, and when allocations have to be adjusted for any reason due to imbalances in the portfolio or due to rising cash, losses can be recognized to help offset gains. Here is some information on low cost index funds. Is Direct Indexing Right For You?

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Carson Wealth

DECEMBER 1, 2022

Lisa (22) begins working for Social Media, Inc. Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. One guiding principle for this decade: By age 30, clients should have one to three times their starting salary saved for retirement.

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

Investing Caffeine

JUNE 3, 2024

Yet, every day you turn on the television or comb through the avalanche of news headlines through various media outlets, there is always some Armageddon story about an impending market crash, or some other speculative, get-rich-quick scheme. As Warren Buffett states, “Investing is like dieting.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Trade Brains

OCTOBER 16, 2024

It is one of the oldest with 22 years of operating in the Asset Management industry. Their funds include Active funds, Absolute Funds, Liquid Funds, Overnight Funds, Gilt Funds, Tax Plans, Large Cap, Dynamic Asset Allocation Funds, and others. Quant Mutual Fund is one of the top mutual funds in India. 3,936 crore.

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Manufacturing Tax Planning Sales Distribution 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. The majority of my clients have very few assets outside of 401k, and home countries.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Carson Wealth

OCTOBER 28, 2022

Using CNBC or other news media outlets as an educational tool: The news preys on short-term thinking and anxiety. The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. . 9 Mistakes Made by Entrepreneurs Transitioning to Investing .

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Communication Asset Allocation Investing Investments 52

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Types of Fee Structures Percentage of Assets Under Management (AUM) This fee structure is prevalent in the wealth management industry. Advisors charge a percentage of your total assets that they manage.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2

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Commission Distribution Investing Investments 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential. during the 30-year period, a gain of 60%.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential. during the 30-year period, a gain of 60%.

Investing 52

Investing Investments Portfolio Assets 52