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 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

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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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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Asset Allocation Financial Advisor Estate Planning Retirement 264

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 147

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

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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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

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 278

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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Asset Allocation Portfolio Assets Investing 258

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

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

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

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 274

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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A Wealth of Common Sense

JUNE 6, 2024

We also discussed questions about our personal investment decisions, switching your portfolio from individual stocks to index funds, the potential impact of artificial general intelligence and investment advice for a college senior. 2Assuming you put some thought into that allocation and i.

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Investing Investments Portfolio Asset Allocation 136

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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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 244

A Wealth of Common Sense

MAY 19, 2023

Each year Gallup performs a survey that asks a group of Americans what the best long-term investment is among the following options: Stocks Bonds Cash Gold Real estate These are the latest results: Real estate has been at the top of the charts for over a decade at this point but it saw a big drop from 2022 to 2023.

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Investing Investments Asset Allocation Marketing 145

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

A Wealth of Common Sense

APRIL 20, 2023

A reader asks: I manage my investment portfolio, largely with a very boring mix of three funds: U.S. Is there any reason to keep my bond allocation where it is rather than moving it into a money market fund? index fund, international index fund and a total bond fund.

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Investing Investments Portfolio Management 145

Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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Investing Investments Risk Tolerance Asset Allocation 105

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 278

A Wealth of Common Sense

SEPTEMBER 7, 2023

I also have a small personal investment account. My question is around how I should think about investing this – should I use the fact that I spend. I get a base salary and a bonus for performance. So a good amount of my annual earnings are tied to the performance of the companies I pick.

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Investing Investments Management Accounting 145

Alpha Architect

MARCH 8, 2024

Investors are best served to avoid investments with lottery-like distributions. Betting on a Short Squeeze as Investment Strategy was originally published at Alpha Architect. 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.

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Investing Investments Distribution Retail 119

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro.

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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 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

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. I thought this was an absolutely fascinating way to see the world of investment management. And it might be investment grade credit or distressed credit.

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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 Investing Investments 73

A Wealth of Common Sense

FEBRUARY 26, 2024

On today’s show, we discuss: The yield environment prior to 2022 How asset allocation works within a multi-asset portfolio How the yield curve and inflation affect income generating portfol.

Asset Allocation 101

Asset Allocation Portfolio Management Investing Investments 101

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

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 173

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.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

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Management Asset Allocation Investing Investments 98

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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Asset Allocation Advertising Engineering Media 173

The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc.

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Asset Allocation Math Portfolio Management Engineering 189