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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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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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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Abnormal Returns

FEBRUARY 26, 2025

podcasts.apple.com) Investing Targeted apathy as an investment philosophy. tonyisola.com) Age is just one factor when it comes to your asset allocation. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio.

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Asset Allocation Retirement Financial Planning Accounting 162

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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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). 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.

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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. humbledollar.com) Private equity investments is gaining traction with the HNW crowd. semafor.com) Retirement Cognitive decline is inevitable.

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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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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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Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

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Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management. Read More.

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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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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

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 Allocation. Inflation. Federal Reserve.

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Asset Allocation Financial Planning Assets Media 342

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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The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

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Assets Management Asset Allocation Risk Management 306

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

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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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.

Investing 147

Investing Investments Asset Allocation Portfolio 147

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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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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Investments Investing Financial Planner Risk Tolerance 184

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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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

Wealth Management

MAY 17, 2023

The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.

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Asset Allocation Assets Portfolio Investments 130

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 277

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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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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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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Asset Allocation Investing Investments Assets 131

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

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 Education 261

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? monevator.com) Companies IBM ($IBM) keeps acquiring smaller companies to seemingly very little effect.

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Asset Allocation Financial Advising Startup Valuation 243

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. You can also further diversify within an asset class. What Is Market Volatility?

Investing 52

Investing Investments Marketing Marketing 52

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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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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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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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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