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Asset Allocation Investing Portfolio 
The Big Picture
DECEMBER 30, 2024
He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Investment capital becomes a perishable commodity if not handled properly.
147 
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.
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Book of Secrets on the Month-End Close
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
The Big Picture
MARCH 28, 2025
Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.
246 
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
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
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.
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.
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.
162 
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.
230 
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?
276 
Nerd's Eye View
JANUARY 18, 2023
And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer.
245 
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. Portfolio. Asset Allocation.
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.
258 
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.
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.
306 
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.
246 
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.
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.
274 
Abnormal Returns
JANUARY 24, 2023
kitces.com) How higher interest rates affect a return-stacked portfolio. 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.
147 
Wealth Management
MAY 17, 2023
The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.
130 
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. Costs matter.
184 
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 .
190 
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. morningstar.com) Achieving these three portfolio goals simultaneously is tough.
278 
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.
130 
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). Socially Responsible Investing).
242 
Random Roger's Retirement Planning
MARCH 20, 2025
Adaptability is a great word for portfolio construction and ongoing management. I don't believe adaptability has to mean very actively trading a portfolio but there will be occasional trades that need to be made. My version of HEAT doesn't cherry pick themes from the portfolio, it's all of the holdings that I think are themes.
59 
Tobias Financial
MARCH 16, 2025
As you work toward your financial goals, regularly reviewing your investment portfolio is essential. If you have any questions or would like to discuss your investment approach, were here to help. Tobias Financial Advisors is registered as an investment advisor with the SEC. Download it here.
52 
Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.
67 
Abnormal Returns
DECEMBER 3, 2023
wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? 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.
261 
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.
126 
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. What Is Market Volatility? At the onset of the COVID pandemic, the VIX hit 83 points.
52 
Darrow Wealth Management
MARCH 3, 2025
Because of these differences, stocks and bonds accomplish different things in an asset allocation. Bonds, however, are more stable investments that provide income, but have much less upside. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job.
Advisor Perspectives
DECEMBER 15, 2023
In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.
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. mailchi.mp) How portfolio complexity is too much? morningstar.com) Asset location, 101.
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. His podcast is “ The Sherman Show.”
173 
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 (..)
Validea
NOVEMBER 9, 2024
In a recent episode of the Excess Returns podcast, investment manager and researcher Meb Faber shared several thought-provoking insights about investing and wealth building. The key insight is that while dividend investing isn’t necessarily wrong, there may be more optimal approaches available.
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.
189 
The Chicago Financial Planner
JUNE 13, 2022
Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. 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. Review your mutual fund holdings. Focus on risk.
188 
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.
299 
Truemind Capital
NOVEMBER 8, 2024
The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term. Looking closely at your portfolio allocation should be done at all times and not just when the market corrects.
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.
173 
Truemind Capital
FEBRUARY 8, 2024
Imagine you have invested 50% of your money in the Nifty Index Fund portfolio. And another 50% in a mutual fund portfolio with an average of 50% debt allocation and 50% in equity allocation. Which part of your investment would have generated higher returns in the last 10 years? How could ICICI BAF do it?
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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