Abnormal Returns

DECEMBER 15, 2023

youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing.

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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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Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

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The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. 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.

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Discipline Funds

FEBRUARY 21, 2023

The problem with investing is that these time horizons involve uncertainty because we do not know the time horizons over which certain instruments exist and protect us. Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process.

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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.

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AdvicePay

JULY 14, 2022

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield. Mon, 09/12/2016 - 01:00. Investors snapping up U.S.

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Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation.

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WiserAdvisor

OCTOBER 5, 2022

When applied to investing, many folks may come to the same conclusion that 80% of their returns are generated from only 20% of their asset allocations. Let’s take a closer look at how the 80/20 rule could affect your retirement savings and see if it would be suitable for your long-term investments. What is the 80/20 rule?

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The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And subsequently, when I covered mutual funds for the journal, was the star manager profile.

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Meb Faber Research

JUNE 21, 2023

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.

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Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Tax-loss harvesting is a strategy that minimizes the taxes owed on capital gains by selling underperforming investments at a loss. FAQs What is tax-loss harvesting?

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The Irrelevant Investor

JULY 19, 2016

Everybody who ever invested a dime in the market had a mentor. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. The stock market is a giant distraction to the business of investing. Just buy the haystack!

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

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The Big Picture

FEBRUARY 6, 2024

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. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

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WiserAdvisor

AUGUST 18, 2022

The world of investing can be quite overwhelming for newcomers. All of the aforesaid factors need to be considered to find the investment instrument for your needs. All of the aforesaid factors need to be considered to find the investment instrument for your needs. Say, for example, you wish to invest in a mutual fund.

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Investments Investing Financial Advisor Portfolio 52

Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

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Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. Personal Finance for Beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on financial products for better investment opportunities.

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Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. expected dispersion from mean returns).

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Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. expected dispersion from mean returns).

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International College of Financial Planning

DECEMBER 29, 2024

Modern financial planners must navigate complex investment products, understand evolving tax regulations, and adapt to technological innovations. This comprehensive knowledge becomes invaluable when serving clients with diverse financial needs and objectives.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Wed, 06/21/2017 - 12:35. Assuring "Average".

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. This provides them enough liquidity to invest again at cheaper prices when the tide goes out.

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The Big Picture

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit. And the key is the difference for people investing early. They run about a $1.5

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Random Roger's Retirement Planning

AUGUST 12, 2024

Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. The first is to build a portfolio that you have a reasonable basis to believe can get you to where you need to be can stick with emotionally and maintain an asset allocation that allows you to manage sequence of return risks.

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ClearMoney

NOVEMBER 4, 2021

per year in the US,3 as validation for investing in momentum-focused strategies. Considering the relatively low turnover required to capture profitability premiums,5 we believe high profitability strategies make a more compelling case as an asset allocation complement to value. Some see its outsize historical premium, 9.1%

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. On the Social and Environmental Factors That Are Driving Business and Investing. Thu, 06/14/2018 - 10:27.

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Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . On the other hand, activities such as giving investment advice or selling a mutual fund are regulated. For example: Registered Investment Adviser (RIA) is a firm who provides investment advice to consumers and is regulated by the SEC or State. What Do Wealth Managers Do?

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Carson Wealth

JANUARY 2, 2024

More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S. More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S. The year 2022 was painful across asset classes (sorry to bring it up!) economy, despite the skeptics.

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Brown Advisory

JUNE 21, 2023

David, a former investment banker, has always brought a banker’s mentality to valuing smaller companies by breaking down their assets and operations into components that can be more accurately assessed. Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.

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The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. VASSALOU: Yeah.

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