Nerd's Eye View

AUGUST 7, 2024

Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.

Estate Planning 246

Estate Planning Taxes Assets Planning 246

Abnormal Returns

JUNE 18, 2024

AlphaSense AlphaSense is buying Tegus. bloomberg.com) What next for AlphaSense? mattober.co) Private equity As alts go, so go pension fund returns. papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. alphaarchitect.com) Secondary PE investments are a necessary part of the system.

Assets 262

Assets Taxes Portfolio Management 262

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting. wsj.com) Companies Why Epic's win against Google ($GOOGL) matters.

Assets 279

Assets Financial Advising Media Economy 279

Abnormal Returns

OCTOBER 18, 2024

Companies Marc Rubenstein, "PayPal Holdings Inc is not a bank and doesn’t enjoy any of the protections that are afforded to banks." netinterest.co) Why CVS ($CVS) and Walgreen's ($WBA) are struggling. msnbc.com) There's Netflix ($NFLX) and everyone else. sherwood.news) Spirit Airlines kinda sucks, but you will miss it when it is gone.

Assets 279

Assets Financial Advising Communication Banking 279

Abnormal Returns

NOVEMBER 5, 2023

Markets Small and mid-cap stocks have badly lagged large caps. awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. theirrelevantinvestor.com) Why you should avoid big investment shifts. humbledollar.com) Trading Brett Steenbarger, "The best traders evolve."

Assets 272

Assets Financial Advising Healthcare Economy 272

Nerd's Eye View

AUGUST 28, 2024

For advisors who want to advise on clients' 401(k) plan assets but who can't manage them directly, there have generally been 2 options. And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., Read More.

Assets 245

Assets Management Compliance Retirement Planning 245

Nerd's Eye View

OCTOBER 1, 2024

Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households.

Assets 233

Assets Financial Advisor Insurance Clients 233

Mish Talk

DECEMBER 11, 2022

Binance's Proof of Reserves Statement When we say Proof of Reserves, we are specifically referring to those assets that we hold in custody for users. This means that we are showing evidence and proof that Binance has funds that cover all of our users assets 1:1, as well as some reserves. Thanks for Tuning In!

Assets 362

Assets Accounting Clients Economics 362

The Big Picture

MARCH 22, 2023

Bank failures since 2001, scaled by amount of assets in 2023 dollars. The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). The post U.S.

Banking 331

Banking Assets 331

Abnormal Returns

JULY 7, 2024

Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets. capitalspectator.com) Just how useful is historical financial markets data? downtownjoshbrown.com) Europe's stock market has badly lagged the U.S. How much longer can it last?

Insurance 313

Insurance Assets Financial Market Investing 313

The Big Picture

APRIL 3, 2023

The asset value peak was $33.6 Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. The group also names 2022’s Best of, including Fund, Asset Class, Region, and Industry of the Year (all found here ). Its an amazing collection of charts and data.

Assets 312

Assets Consulting Taxes Marketing 312

Abnormal Returns

MAY 19, 2024

Top clicks this week Three assets that don't diversify your portfolio as well as you think. awealthofcommonsense.com) Risk-on assets have failed to outperform in 2024. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon.

Math 299

Math Assets Portfolio Marketing 299

Abnormal Returns

OCTOBER 6, 2024

thinkadvisor.com) How major asset classes performed in September 2024. capitalspectator.com) Q3 asset class returns, visualized. (apolloacademy.com) Stop asking people what they do for a living. wsj.com) Bond ladder ETFs are now a thing. novelinvestor.com)

Assets 298

Assets Marketing Marketing 298

Abnormal Returns

APRIL 7, 2024

wsj.com) How major asset classes performed in March 2024. awealthofcommonsense.com) When an asset has no intrinsic value, i.e. gold, you have more decisions to make. Also on the site Better investors make fewer decisions. abnormalreturns.com) Top clicks this week Two stocks accounted for a third of the Russell 2000's 5.2% return in Q1.

Assets 306

Assets Accounting Investments Investing 306

Abnormal Returns

JANUARY 7, 2024

allstarcharts.com) How major asset classes performed in December 2023. wsj.com) Asset class returns were pretty green in 2023 except for commodities. (theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. capitalspectator.com) Good years tend to cluster for the stock market.

Assets 297

Assets Economy Investments Investing 297

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner). the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Accounting 353

Accounting Government Assets Management 353

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 290

Asset Allocation Financial Advising Startup Assets 290

Abnormal Returns

OCTOBER 14, 2024

optimisticallie.com) It's hard to find a losing asset class this year. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. arstechnica.com) How Elon Musk is both an asset and liability to his companies. Markets Checking in on the bull market, two years in.

Financial Advising 279

Financial Advising Economy Assets Insurance 279

The Reformed Broker

OCTOBER 3, 2022

The tail end of a decade of uninterrupted asset price appreciation for the top decile of. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times.

Assets 364

Assets 364

Abnormal Returns

JULY 15, 2024

sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. Markets When it comes to markets, speed isn't always better. forkingpaths.co) Europe's luxury good stocks have had a good decade.

Financial Advising 264

Financial Advising Wealth Management Assets Media 264

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. Markets Market breadth is not great. sherwood.news) The Magnificent Seven also stand out for their stock buybacks.

Financial Advising 299

Financial Advising Media Assets Economy 299

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Startup 298

Startup Portfolio Management Assets Valuation 298

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.

Asset Allocation 277

Asset Allocation Portfolio Management Portfolio Assets 277

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.

Asset Allocation 304

Asset Allocation Assets Portfolio Management 304

Abnormal Returns

OCTOBER 17, 2024

wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. wsj.com) India's asset management market is fiercely competitive. Markets Global market correlations are higher than they used to be, but aren't 1.0. morningstar.com) Investors are already noticing the drop in cash yields.

Financial Advising 277

Financial Advising Communication Economy Assets 277

Abnormal Returns

FEBRUARY 26, 2024

kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. advisorperspectives.com) A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.' (open.spotify.com) Michael Kitces talks with Ben Hockema. johnsoncenter.org)

Wealth Management 291

Wealth Management Financial Services Retail Insurance 291

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.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

OCTOBER 1, 2023

mrzepczynski.blogspot.com) How various asset classes performed during a recession. theirrelevantinvestor.com) How many assets do you really need in your portfolio? (morningstar.com) On the dangers of the hot new theory. morningstar.com) Don't wait.

Assets 290

Assets Portfolio Marketing Marketing 290

Abnormal Returns

JULY 28, 2024

capitalspectator.com) Why are estimates of alternative asset returns still so high? (sherwood.news) How much do 20-year real stock market returns vary over time? awealthofcommonsense.com) A round-up of recent research on using AI in finance. mailchi.mp)

Assets 317

Assets Investing Investments Marketing 317

Abnormal Returns

JUNE 24, 2024

Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. riabiz.com) Fisher Investments is a unique asset. youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. pehub.com) Advisers An advisory firm is people.

Financial Advising 276

Financial Advising Retirement Assets Economy 276

The Reformed Broker

DECEMBER 8, 2022

This is a presentation for wealth management and asset management professionals, you can reg. It’s always a lot of fun and registration is free. This takes place tomorrow (Friday) December 9th at 12 noon ET (11am CT). The post Join me Friday on the annual YCharts year-end webinar appeared first on The Reformed Broker.

Wealth Management 338

Wealth Management Assets Management 338

Abnormal Returns

MAY 5, 2024

awealthofcommonsense.com) How major asset classes performed in April 2024. (humbledollar.com) The best investors are running their own race. klementoninvesting.substack.com) How stocks, bonds and cash have performed over the past 30 years. capitalspectator.com) How to think about debt.

Assets 314

Assets Investing Investments Marketing 314

Abnormal Returns

JUNE 12, 2024

podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. awealthofcommonsense.com) Why asset allocation matters. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough. semafor.com) Retirement Cognitive decline is inevitable.

Asset Allocation 265

Asset Allocation Financial Advisor Estate Planning Retirement 265

Abnormal Returns

JANUARY 23, 2024

institutionalinvestor.com) Political risk is priced in global asset markets. (blogs.cfainstitute.org) How smartphones have affected the transmission of investor sentiment. papers.ssrn.com) Bloomberg has built an AI tool to summarize earnings calls. papers.ssrn.com) Financial literacy in the U.S. isn't great. pyquantnews.com)

Assets 298

Assets Marketing Marketing 298