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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Wealth Management

NOVEMBER 10, 2022

Asset allocation is one of the most important portfolio decisions for investors. However, advisors who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.

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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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Management Investments Investing Portfolio Management 230

Wealth Management

FEBRUARY 11, 2025

Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks all things Bitcoin.

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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. Asset allocation determines the rate of return. Never up, never in.

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Investments Investing Risk Tolerance Portfolio Management 147

Abnormal Returns

FEBRUARY 26, 2025

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. (podcasts.apple.com) Investing Targeted apathy as an investment philosophy. mrmoneymustache.com) Why you need to account for your Treasury income on your state taxes.

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Asset Allocation Retirement Financial Planning Accounting 162

Nerd's Eye View

MARCH 12, 2025

While the gains signal portfolio growth, they also create challenges for ongoing management. Once a portfolio becomes 'locked up', i.e., unable to be managed without triggering capital gains, investors' options become limited. Charitably inclined investors can donate appreciated securities and avoid gains on the sale.

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Taxes Portfolio Asset Allocation Assets 146

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. insights.finominal.com) Global macro hedge funds are mid.

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Abnormal Returns

NOVEMBER 19, 2023

ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio.

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Abnormal Returns

APRIL 15, 2024

standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation.

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Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

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Wealth Management

MAY 19, 2023

Education on key asset allocation strategies is necessary to get clients ready for their golden years.

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Clients Asset Allocation Retirement Education 290

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. om.co) Hedge funds The battle is on for Sculptor Capital Management ($SCU). obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point.

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Asset Allocation Financial Advising Media Assets 246

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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Asset Allocation Assets Investments Investing 98

Wealth Management

DECEMBER 11, 2023

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

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Asset Allocation Portfolio Assets 278

The Big Picture

JUNE 15, 2023

The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. VG credits the impact of automatic enrollment/contribution escalation as leading savers to this milestone.

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Planning Asset Allocation Management Assets 289

Wealth Management

MARCH 28, 2023

A look at how financial advisors should go about incorporating hedging in their asset allocations.

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Asset Allocation Financial Advisor Assets 264

Wealth Management

MAY 22, 2023

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

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Asset Allocation Assets Clients 264

Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. investmentecosystem.com) When does conviction turn into arrogance? flyoverstocks.com) Finance The London Stock Exchange Group is 'no longer particularly about London — or about trading stocks.'

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Asset Allocation Financial Advising Insurance Communication 264

Abnormal Returns

SEPTEMBER 26, 2023

wired.com) Asset allocation How various asset classes performed during a recession. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode. ft.com) Vanguard is launching two new actively managed bond ETFs. (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

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Asset Allocation Financial Advising Assets Media 278

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. bogleheads.podbean.com) Joe Weisenthal and Tracy Alloway talks with Gerard O'Reilly, co-CEO of Dimensional Fund Advisors.

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Asset Allocation Economy Assets Management 277

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? theatlantic.com) Fund management Fund company shares have not been a great bet over the past decade or so. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath.

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Asset Allocation Financial Advising Startup Valuation 243

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 Investments Investing 75

Wealth Management

OCTOBER 17, 2023

Monday, November 06, 2023 | 2:00 PM ET

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Asset Allocation Assets Marketing Marketing 162

Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

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Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. Inflation Hedging inflation is harder than it looks. insights.factorresearch.com) Can Twitter be used to forecast inflation? morningstar.com) How have multi-factor portfolios performed in practice.

Risk Management 130

Risk Management Management Asset Allocation Media 130

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

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Asset Allocation Math Portfolio Management Engineering 189

Truemind Capital

FEBRUARY 8, 2024

Simply, by applying a dynamic asset allocation plan – increase equity allocation when equity gets cheaper and reduce equity allocation when it is expensive compared to historical standards. Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return.

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Asset Allocation Assets Portfolio Planning 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. Absolutely true.

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Assets Management Portfolio Marketing 173

Nerd's Eye View

JULY 6, 2022

their views on asset allocation or paying down debt), nonexperts often find them very compelling. This is the core of investment management aikido – instead of fighting the client’s values, an advisor can redirect their energy in as beneficial of a way as possible! Read More.

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Clients Asset Allocation Financial Advisor Portfolio 242

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 (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

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Clients Financial Advice Financial Planning Financial Advisor 246

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 Financial Advising Investments 98

Truemind Capital

NOVEMBER 8, 2024

Originally posted on LinkedIn : www.linkedin.com/sumitduseja Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform. 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.

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Asset Allocation Marketing Marketing Valuation 64

Validea

OCTOBER 12, 2022

For the last 40 years, managing risk for investors has been pretty easy. The fact that bonds haven’t worked has made risk management very challenging during this bear market. But that doesn’t mean there was no way to manage risk. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

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