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.

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Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.

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Abnormal Returns

OCTOBER 1, 2022

(theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. behaviouralinvestment.com) Venture capital What's the relationship between gambling and (venture) investing? medium.com) In Silicon Valley, investing in your friend's startup is the currency of the realm.

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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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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. In many ways, the year’s investment backdrop is like no other. Download the full report >.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. It should not be assumed that investments in such securities have been or will be profitable.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.

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Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Alpha Architect

OCTOBER 7, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: October 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. Personal Capital to the rescue.

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Alpha Architect

JANUARY 10, 2023

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: January 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Alpha Architect

JANUARY 8, 2024

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: January 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Alpha Architect

SEPTEMBER 8, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: September 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Alpha Architect

AUGUST 9, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: August 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Alpha Architect

NOVEMBER 8, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: November 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Asset Allocation Assets Investing Investments 105

Alpha Architect

FEBRUARY 10, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: February 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Alpha Architect

JANUARY 7, 2025

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: January 2025 was originally published at Alpha Architect. The following factor performance modules have been updated on ourIndex website.[ref]free

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Alpha Architect

SEPTEMBER 7, 2023

ref]free access for financial professionals[/ref] Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: September 2023 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

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Alpha Architect

NOVEMBER 8, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: November 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

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Alpha Architect

JULY 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: July 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Asset Allocation Assets Investing Investments 98

Alpha Architect

APRIL 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: April 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It sounds similar to a CIO role, a Chief Investment Officer.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

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Portfolio Asset Allocation Taxes Investment Advisor 52

Alpha Architect

SEPTEMBER 9, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: September 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

JULY 8, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: July 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

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The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Really fascinating guy.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist.

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Alpha Architect

DECEMBER 7, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: December 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

OCTOBER 10, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: October 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

JUNE 7, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Download Global Factor Performance: June 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

MAY 9, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: May 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

MARCH 7, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: March 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

DECEMBER 12, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: December 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

APRIL 9, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: April 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

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The Irrelevant Investor

NOVEMBER 5, 2018

Larry Page and Sergey Brin are are largely responsible for the fact that most noobwhale investors stumble across value investing early on in their journey. If you Google " best investing books ," The Intelligent Investor is right at the top of the list. Graham describes investing in simple words that anyone can understand.

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Asset Allocation Investing Investments Valuation 52

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. Stock investing involves risk including loss of principal. Bond yields are subject to change.

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