The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Most investors underestimate the stress of a high-risk portfolio on the way down.

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Investing Investments Risk Tolerance Portfolio Management 147

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.

Asset Allocation 275

Asset Allocation Portfolio Assets 275

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.

Asset Allocation 276

Asset Allocation Financial Planning Portfolio Assets 276

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 159

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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Asset Allocation Portfolio Management Portfolio Assets 274

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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Asset Allocation Assets Portfolio Management 301

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.

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Assets Clients Portfolio Asset Allocation 245

Abnormal Returns

JULY 30, 2024

Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. man.com) Risk parity is a solution in search of a problem. rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. alphaarchitect.com) How fund flows can drive stock returns.

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Asset Allocation Portfolio Assets Investing 257

The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

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Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. 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

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

Abnormal Returns

AUGUST 9, 2022

mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. evidenceinvestor.com) Customized portfolios are by definition more concentrated. (alphaarchitect.com) Why does trend following work better in a high inflation regime?

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Asset Allocation Accounting Portfolio Assets 240

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 Investing Investments 98

A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives.

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Portfolio Asset Allocation Assets Marketing 122

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.

Assets 306

Assets Management Asset Allocation Risk Management 306

Abnormal Returns

JULY 3, 2024

humbledollar.com) Why age is not the be-all-end-all for asset allocation decisions. obliviousinvestor.com) How to rebalance your portfolio. (awealthofcommonsense.com) The case for consolidating all your investments in one place. humbledollar.com) Retirement How much you need in retirement can differ, a lot.

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Asset Allocation Retirement Portfolio Assets 272

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

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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Asset Allocation Assets Portfolio Investing 130

Abnormal Returns

SEPTEMBER 26, 2023

(morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough. integratinginvestor.com) Will music royalties turn out to be a worthy investment?

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Asset Allocation Financial Advising Assets Media 276

Nerd's Eye View

JUNE 14, 2024

Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

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.

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Asset Allocation Portfolio Investment Advisor Assets 124

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).

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Clients Asset Allocation Financial Advisor Portfolio 242

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 .

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Asset Allocation Financial Planner Marketing Marketing 190

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. (tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share.

Asset Allocation 260

Asset Allocation Financial Advising Startup Education 260

Nerd's Eye View

OCTOBER 23, 2024

However, over the years, the 1% AUM fee has faced criticism from those who argue that it reduces the value of a portfolio by more than the advisor's guidance adds. Comparing expenses to what they could have been worth if saved in a portfolio can be misleading – because from that perspective, every expense seems unfavorable!

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Clients Financial Advice Financial Planning Financial Advisor 246

The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO. TARA: There Are Reasonable Alternative.

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Management Investments Investing Portfolio Management 230

Nerd's Eye View

JANUARY 4, 2023

And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. If the portfolio balance declines due to excess distributions (e.g.,

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Retirement Distribution Retirement Planning Asset Allocation 246

Alpha Architect

JULY 29, 2024

Transaction costs have a first-order effect on the performance of currency portfolios. Transaction costs for asset allocation and foreign exchange markets was originally published at Alpha Architect.

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Asset Allocation Assets Marketing Marketing 62

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.

Asset Allocation 52

Asset Allocation Assets Portfolio Investing 52

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.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

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.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. mailchi.mp) How portfolio complexity is too much? (realreturns.blog) The stock market is almost always in a drawdown. savantwealth.com) This is one big advantage that quantitative investors have over fundamental investors.

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Asset Allocation Assets Economics Portfolio 170

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.

Asset Allocation 59

Asset Allocation Assets Portfolio Investing 59

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. Read More.

Retirement 130

Retirement Portfolio Management Investing 130

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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Banking Asset Allocation Portfolio Management Engineering 173

Alpha Architect

SEPTEMBER 8, 2023

The correlation between stocks and bonds should be a critical component of any asset allocation decision, as it impacts not only the overall risk of a diversified multi-asset class portfolio but also the risk premia one should expect to receive for taking risk in different asset classes.

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Asset Allocation Assets Economics Portfolio 137

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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Financial Planner Asset Allocation Clients Risk Management 246