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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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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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

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.

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

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Abnormal Returns

NOVEMBER 19, 2023

(blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. 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.

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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. by making concentrated bets or through a more diversified approach).

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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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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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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). calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes.

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Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.

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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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Abnormal Returns

SEPTEMBER 26, 2023

wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode. ft.com) Vanguard is launching two new actively managed bond ETFs.

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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.

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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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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. So too does the impact of the infamous daily latte.

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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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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.

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Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. Morgan Asset Management.

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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 (..)

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Abnormal Returns

JULY 26, 2022

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

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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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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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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

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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. Permanent Portfolio – Grade: C. The concept behind the Permanent Portfolio is a simple one.

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Truemind Capital

JUNE 21, 2024

Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. 20 depending upon certain cases).

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Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

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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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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.

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Discipline Funds

MARCH 10, 2025

This is why the stock market is so behaviorally difficult to manage. It’s a long-term instrument that exacerbates that asset-liability mismatch in our lives. The investor who buys a 60/40 stock/bond portfolio isn’t just diversifying across assets. And this is what makes diversification such a powerful tool.

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Truemind Capital

NOVEMBER 8, 2024

Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. Originally posted on LinkedIn : www.linkedin.com/sumitduseja Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform. Be prepared for crazy when the markets are calm.

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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. This balanced approach to asset allocation has stood the test of time and remains relevant today. Here are five key takeaways from his discussion: 1.

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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. Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return.

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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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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.

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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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A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

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